CLT Accounting & Taxes

A full service Tax, Accounting and Business consulting firm

Accountant in Vancouver, WA (show on map)

5.0

★★★★★

1 reviews

Full-service CPA firm in Vancouver, WA offering tax, accounting, estate planning, and business consulting.

Call (360) 852-8496

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About

Connie Liu Terpening CPA LLC dba CLT Accounting & Taxes is a full-service Tax, Accounting and Business consulting firm located in Vancouver, WA. The firm offers a broad range of services for business owners, executives, and independent professionals, with a focus on blending personal service with expertise.

Services span personal financial planning, estate planning, elder care, small business accounting, QuickBooks services, payroll, part-time CFO services, audits/reviews/compilations, cash flow management, bank financing, business valuation, strategic business planning, succession planning, new business formation, non-profit organizations, internal controls, tax preparation, tax planning, and IRS problem resolution including audit representation, offer in compromise, and payment plans. The firm emphasizes professionalism, responsiveness, and quality, and provides free initial consultations.

Blend of personal service and expertise

Broad range of financial services under one roof

Free initial consultation

Responsive and professional staff

Specialized staff for diverse financial needs

Services

Personal Financial Planning

One-on-one guidance and comprehensive financial plans to manage risk, improve performance, and ensure growth and longevity of wealth.

Retirement savings analysis College education savings planning Disability and insurance coverage review Investment goal achievement Estate legacy planning

Estate Planning

Help with organizing and creating estate plans including wills, trusts, and strategies to minimize taxes and probate costs.

Living Wills and Trusts Lifetime Family Wealth Transfers Family partnerships Charitable giving Estate and trust tax problem preparation

Small Business Accounting

Accounting services for small businesses including bookkeeping and financial management.

QuickBooks Services

Comprehensive QuickBooks support including setup, training, troubleshooting, and purchasing.

QuickBooks Setup QuickBooks Training QuickAnswers QuickTuneup Buy QuickBooks and Save

Payroll

Payroll processing services for businesses.

Part-Time CFO Services

Fractional CFO services providing financial leadership and strategic guidance.

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What services does CLT Accounting & Taxes offer? +

The firm offers a broad range of services including personal financial planning, estate planning, elder care, small business accounting, QuickBooks services, payroll, part-time CFO services, audits/reviews/compilations, cash flow management, bank financing, business valuation, strategic business planning, succession planning, new business formation, non-profit organizations, internal controls, tax preparation, tax planning, and IRS problem resolution.

Where is CLT Accounting & Taxes located? +

The firm is located at 10216 NE 13th Ave, Vancouver, WA 98686.

Does the firm offer free consultations? +

Yes, the firm offers a free initial consultation to new clients.

What are the firm's core principles? +

The firm's three underlying principles are professionalism, responsiveness, and quality.

Can the firm help with IRS audit representation? +

Yes, IRS audit representation is listed as one of the firm's services under tax problems.

Does the firm provide estate planning services? +

Yes, the firm provides estate planning services including wills, trusts, lifetime wealth transfers, and probate cost reduction.

What QuickBooks services are available? +

The firm offers QuickBooks setup, QuickBooks training, QuickAnswers, QuickTuneup, and assistance buying QuickBooks.