Hours of Operation: Mon - Fri 8:00am - 8:00pm

MARC S. KAUFMAN, CPA

Practice Experience

Marc is a Certified Public Accountant in the state of Washington with over 32 years of experience in the accounting and legal industry. He has extensive knowledge of the Internal Revenue Code and related IRS regulations, rulings, procedures, and case law. His expertise lies in working with family groups in the design and implementation of wealth accumulation, wealth preservation, and wealth transfer planning strategies. In addition, he provides a coordinated approach to income tax, retirement, business and estate planning for business owners, key executives, and other individuals and families. His strength is his demonstrated ability to explain complex tax rules to clients in such a way that they can understand and appreciate the application of such rules to their specific situation

Personal & Business Affiliations

  • Washington Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Washington State Bar Association
  • American Bar Association

Education

  • DePaul University School of Law – Juris Doctorate (1985)
  • Indiana University
     – Bachelor of Science, Accounting (1982)

STEVE FILPPU, EA

Practice Experience

Steve is an Enrolled Agent and Certified  Quickbooks Pro Advisor and has been working in public accounting for over 17 years. He specializes in tax compliance and accounting issues for operating entities and their owners. He has extensive experience with Quickbooks consulting and training and also works closely with clients to design and implement accounting systems and procedures. He serves many clients in the construction and construction-related industries, rental real estate, professional services, restaurants and high net worth individuals. 

Education

  • Golden Gate University

  – Master's Certificate in Taxation (2018)  

  • George Mason University

  – Bachelor of Science, Accounting  (2003)  

JEFF FORD, CPA

Practice Experience

Jeff is a Certified Public Accountant with over 12 years of experience providing tax planning and compliance services for high net worth families.  His areas of expertise include individual, trust, gift & estate, private foundation, family partnership, and real estate taxation.  He also has expertise with tax reporting requirements for individuals with foreign assets.  Jeff began his career in the Seattle office of Deloitte Tax LLP, and eventually found his way to a smaller office setting in which he currently enjoys practicing.

Personal & Business Affiliations

  • Washington Society of Certified Public Accountants

Education

  • Brigham Young University – Master of Accountancy, Tax (2007)
  • Brigham Young University – Bachelor of Science, Accounting (2007)