DONNA L GRAHAM CPA LLC

Adding Our Strength to Your Numbers.

Accounting firm in Battle Ground, WA (show on map)

5.0

★★★★★

2 reviews

CPA firm providing tax, accounting, and financial planning services for individuals and businesses in Washington and Oregon.

Call (360) 213-9309

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About

Donna L Graham CPA LLC is a full-service accounting and tax firm with over 20 years of experience serving businesses and individuals throughout Washington and Oregon. The firm provides tax preparation, business accounting, retirement planning, estate and trust tax services, and general financial consulting.

Their approach emphasizes building client relationships, proactive communication, and a team-centered model to help clients navigate complex tax laws and achieve their financial goals.

Over 20 years of experience

Team-centered approach to client service

Personal and professional attention to each client

Proactive rather than reactive financial guidance

Specialized knowledge across multiple industries

Free initial consultation

Services

Retirement Planning

Develop a retirement plan based on your current financial situation and projected goals, including Social Security timing and distribution strategies.

Evaluate current financial situation Create retirement budget Review Social Security account Determine optimal benefit timing

Personal Financial Planning

Comprehensive financial planning services for individuals to protect personal assets and achieve financial goals.

Asset protection Financial goal planning Personalized financial strategies

Small Business Accounting

Cost-effective accounting solutions to help business owners manage finances and make informed decisions.

Financial statement management Cost-effective solutions Informed decision support

Compilations and Reviews

Professional compilation and review services for business financial statements.

Financial statement compilations Review engagements Regulatory compliance support

Succession Planning

Strategic planning for business ownership transitions and succession.

Ownership transition planning Business continuity Succession strategy

New Business Formation

Assistance with starting a new business from scratch, including entity selection and setup.

Entity formation Business setup Startup guidance

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What services does Donna L Graham CPA LLC offer? +

The firm offers tax preparation, accounting, retirement planning, business consulting, compilations and reviews, succession planning, new business formation, non-profit accounting, estate and trust tax services, and tax relief services.

How long has Donna L Graham CPA LLC been in business? +

The firm has been providing tax and accounting services for over 20 years.

What areas does the firm serve? +

The firm serves businesses and individuals throughout Washington and Oregon.

What industries does the firm specialize in? +

The firm has specialized knowledge in construction, healthcare, hospitality, law firms, and real estate.

Does the firm offer tax relief services? +

Yes, the firm offers tax relief services including assistance with non-filed tax returns, back taxes owed, IRS payment plans, and getting your IRS file.

What are the firm's core values? +

The firm is dedicated to professionalism, responsiveness, and quality in all client services.

Is there a fee for the initial consultation? +

The website mentions scheduling a free consultation, suggesting no charge for the initial meeting.

Does the firm work with non-profit organizations? +

Yes, non-profit organizations are listed as one of the service categories.