Four Services.
One Integrated Strategy.
At most firms, tax happens in one department, advisory in another, and wealth management with a completely separate company. At Washington Accounting & Financial Services, we build your financial strategy as a single interconnected system.
Strategy
Advisory
Assurance
Planning
Our unique partnership structure ensures that insights from one practice immediately inform the strategy of the others.
Tax Strategy & Compliance
Stop filing. Start planning.
There's a difference between a CPA who files your taxes and one who minimizes them. We provide proactive, year-round planning to reduce liability.
- Business Tax Planning
- Real Estate Taxation
- State & Local Tax (SALT)
- IRS Representation
Lead Partner
Maggie Chen, CPA, MT
Business Advisory & CFO Services
Your business needs a CFO. You don't need a $300k salary.
Strategic financial leadership for growing companies, including board-ready reporting and startup financial infrastructure.
- Fractional CFO
- Business Valuation (ABV)
- M&A Advisory
- Cash Flow Management
Lead Partner
David Okafor, CPA, ABVAudit & Assurance
An audit that tells you something you didn't already know.
Rigorous financial statement audits, SOC reporting, and due diligence that goes beyond basic compliance to uncover strategic insights.
- Financial Statement Audit
- Nonprofit Audit
- SOC Reporting
- Internal Controls
Lead Partner
Priya Nair, CPA, CGMA
Wealth & Financial Planning
Your CPA and your financial planner should be talking to each other.
Integrated tax and wealth planning to ensure every investment decision, estate update, and tax move is coordinated.
- Personal Financial Planning
- Retirement Planning
- Estate Coordination
- Investment Oversight
Lead Partner
Robert Kimura, CPA, CFP®