New Client Information

What you need to bring:

Busy Season: October 15 - April 15

(Tax return needs for current year)

The process to become a client is simple:

  1. Please call to make an appointment
  2. Your first appointment is a complimentary 30 minute phone consultation to discus your needs
  3. Please ensure you bring the following to your immediate follow-up, in-person, meeting to ensure prompt processing of your return
    • Copy of your most recent tax return
    • Any IRS correspondences
    • Any specific issues and questions
Off-Season: April 15 - October 15

(Tax return needs for next year)

The process to become a client is simple:

  1. Please call to make an appointment
  2. Your first appointment is a complimentary 30 minute phone consultation to discuss your needs and determine suitability
  3. Please ensure you bring a copy of your most recent tax return to your follow-up, in-person, meeting
  4. After your first meeting, Dennis's team will begin preparation for next year's return

If you have any unanswered questions, please let us know. There are four easy ways to contact us; Simply call, email, write or just stop by.

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About

Dennis B. Goldstein & Associates, PS, is one of the greater Seattle area's most respected CPA firms, providing a wide range of accounting services with a strong, experienced focus on tax preparation. The practice, which was founded in the 1950s and purchased by Dennis B. Goldstein in 1987, is built on accountability, prides itself on integrity, and is committed to quality and personal service.

The firm has grown and matured with Seattle, and today offers a talented team of professionals with the skills and depth of knowledge to address a full spectrum of accounting and tax issues and concerns. Our clients run the gamut from individuals to businesses—but all share a common desire to work with a CPA firm that’s responsible, responsive and dedicated to problem solving.

Directions

Dennis B. Goldstein & Associates
12715 Bel-Red Road
Suite 120
Bellevue, WA 98005
(425) 455-0430