Jana W. Helmuth, CPA earned her Bachelor of Business Administration in Accounting at the University of Iowa and has taken post-graduate studies in taxation at Golden Gate University in Seattle, Washington. She is certified to practice as a Public Accountant in the State of Washington.

Jana is a member of the American Institute of Public Accounting, the Washington Society of CPAs and of the American Society of Women Accountants, for whom she served as President in 2006-2007.

Her work experience includes over sixteen years with Otto R. Enger, CPA of Seattle, Washington, whose practice she purchased in 2007. Prior to that, she worked for five years with Perry, Shelton, Walker & Associates, PLLC currently in Bellevue, Washington.

Tax and Financial Accounting Staff

Gary Pomeroy, EA
Mary Foster, CPA
David Frick, CPA

Accounting and Administrative Staff

Marcia Seumae
Sue Seacrist

Services

We offer a wide variety of services including:

Preparation of federal and state income tax returns for individuals, corporations, partnerships, trusts and estates.
Preparation of financial statements for individuals, corporations and partnerships.
Analyzing transactions in order to help maximize cash flow or to minimize the tax impact.
Representing clients before the IRS and Department of Revenue for audits and tax collection matters.
Business consulting.
Bookkeeping and payroll services.

Client Fee Structure

As do most accounting firms, we charge "by the hour." We break the hour down into "quarter" segments and bill for time spent with or on behalf of the client. We strive to be as time-efficient as possible, while maintaining a very high standard of quality. Rates vary according to the type of work performed.

Privacy Policy

As your CPA, we collect :

Information provided by you from your tax organizer, worksheets, documents and discussions.
We are required to keep all information about our engagement confidential so we will not disclose any information about you unless we have your approval or as required/permitted by law.
As required by law, our policy is to retain records for no fewer than seven years.