Tax & Accounting Services in Southwest Washington and Beyond

 

Welcome! We’re glad you’re here.

PNW Financial Concierge was founded in 2017 by Amanda Hansen, EA and Cherri Peterson, CPA offering exceptional tax and accounting services to greater Southwest Washington and beyond. We are a small firm and proud in our ability to provide personalized, thoughtful, and efficient service to our clients. With over four decades of combined tax and accounting experience, our firm is glad to be of service locally and nationwide. Our partners’ extensive history in SMB industry accounting means we are uniquely poised to assist small businesses through their most impactful period; the startup and early operational phase. We are also experienced in other sectors of tax preparation and planning; with an emphasis on complex individual returns, real estate investment & development, construction contractors, and others, we are ready to help.

 

Secure - Virtual - Paperless

The accounting and tax industry is changing at rapid pace and PNW Financial Concierge is moving with it! While our partners and assistants are local to Southwest Washington, our firm is virtual and paperless, which enables us to serve clients coast to coast. Current clients will enjoy access to an online hub of direct messaging with firm members, electronic document signatures, and tax document storage through our secure portal. In the interest of information safety and efficiency, all communication about tax, accounting, or other work is centralized in the portal. We hold most meetings via video or traditional phone call, with regularly scheduled availability and online booking ability (May-Dec).

 

Education & Service

Our firm’s mission is rooted in a desire to assist and educate. Taking an interest in our clients’ understanding of accounting and taxes is a cornerstone in our practice. Our licensed preparers are admitted to represent clients before the IRS and commit themselves to staying educated about relevant topics through registered continuing education providers. We aim to ensure clients understand the inner workings of their returns and encourage them to consult us prior to making significant financial decisions.