Klett and Associates, PLLC is a CPA firm licensed in Washington State, based in Everett, WA. The firm offers a broad range of services for executors, trustees, and individuals, including tax preparation, tax planning, and estate/trust tax services.
Core values include professionalism, responsiveness, and quality. The firm serves individuals, large and small businesses, and other agencies, and is known for quality service and client referrals.
Licensed CPA firm in WA
Affordable, experienced, and friendly service
Accuracy, advocacy, and attention to detail
Professionalism, responsiveness, and quality
Close personal and professional attention to each client
Client referrals have fueled growth
Services
Tax Preparation
Professional tax preparation services for individuals and executors/trustees.
Tax Planning
Tax planning services to help individuals and estates minimize tax liabilities and plan for the future.
Estate/Trust Tax Services
Comprehensive estate and trust tax services including planning, document preparation, beneficiary review, and probate assistance.
Clearly define estate planning goalsOrganize and create estate planning teamEvaluate and recommend estate planning optionsPrepare, organize and review estate planning documents (wills, trusts, health care and power of attorney)Decrease problems and expenses associated with probateLessen taxes at time of deathArrange for management of estate in event of incapacitationDraft a working plan for conserving and effectively managing estate after deathTransfer assets to heirs as desiredOrganize fair and adequate liquidation of estate to cover taxes and other expensesAmend plan as neededReview Estate Documents (e.g., Will, Trust)Review of Beneficiary DesignationsReview of Accounts OwnershipTax Advantages of Charitable GivingUse of Trusts to reduce future taxes
Credentials & Certifications
CPA License (Washington State)
Reviews
Rating
5
★★★★★
Reviews
6
"I’ve used Klett and Associates for years;"
Frequently Asked Questions
What services does Klett and Associates offer? +
The firm offers tax preparation, tax planning, and estate/trust tax services for individuals, executors, and trustees.
Is Klett and Associates licensed in Washington State? +
Yes, the firm is a CPA firm licensed in WA.
What are the firm's core values? +
Professionalism, responsiveness, and quality.
Does the firm help with estate planning? +
Yes, the firm provides estate/trust tax services including planning, document preparation, beneficiary review, and probate assistance.
Who does the firm serve? +
The firm serves executors, trustees, individuals, large and small businesses, and other agencies.
Does the firm offer employment opportunities? +
Yes, the firm seeks professional, hard-working temporary employees for the tax season.
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