Nelson & Swaite, CPAs, LLC

We believe that a closely held business requires closely held relationships in order to thrive.

Certified public accountant in Vancouver, WA (show on map)

Personalized CPA firm offering tax planning, preparation, and cloud consulting for closely held businesses.

About

Nelson & Swaite, CPAs, LLC was founded in 2011 with the purpose of giving clients undivided attention and year-round support. The firm focuses on proactive tax planning, personalized tax preparation, cloud consulting, and QuickBooks training.

They serve closely held businesses and passionate business owners, offering on-site visits, paperless processes, and free personal delivery of tax returns. Their mission is building lasting relationships so clients can build lasting success.

Undivided attention year-round

On-site visits to know your business firsthand

Paperless and cloud-based processes

Free personal delivery and explanation of tax returns

Proactive tax planning

Relentless commitment to client success

Mentor-level expertise with new technology adoption

Services

Tax Planning & Preparation for Businesses

Customized tax planning and preparation including federal, state, and local business and personal income tax returns, payroll tax guidance, and audit representation.

Total accessibility On-site visits Personal delivery of tax returns Free consultation meeting IRS and state audit representation

Cloud Consulting & Setup

Paperless office services including cloud consulting, QuickBooks setup and training, and cloud server hosting for QuickBooks files.

Cloud consulting and transition planning Cloud server space for QuickBooks files QuickBooks setup, customization, and training Paperless processes

New & Growing Business Support

Assistance with business formation, cash flow management, succession planning, payroll setup, and sales tax tracking.

Business formation Cash flow and budgeting Succession planning QuickBooks and cloud training Payroll setup and processing Sales tax tracking Job costing and inventory tracking

Advisor Alliance

Referral partnership with Wealthbridge Advisors (Ameriprise Financial Services) for financial planning and wealth management strategies.

Access to financial advisory services Wealth management strategies Financial planning support

Credentials & Certifications

Certified Public Accountant (CPA)

Frequently Asked Questions

What makes Nelson & Swaite different from other CPA firms? +

They are structured to serve client needs with total accessibility, on-site visits, paperless processes, and year-round support. They seek relationships with passionate business owners, not just new clients.

What services do you offer for new or growing businesses? +

Business formation, planning and strategizing, cash flow and budgeting management, succession planning, QuickBooks and cloud training, payroll setup and processing, sales tax tracking, and job costing.

Do you provide on-site visits to clients? +

Yes, they offer on-site visits to become familiar with client operations and provide personalized service.

Is the tax return delivery meeting free of charge? +

Yes, they meet every client personally to explain and discuss completed returns, and this meeting is free of charge.

What is the firm's approach to technology and paperless processes? +

They are a completely paperless office that continually educates on new technology, provides cloud consulting, QuickBooks setup and training, and cloud server hosting for all QuickBooks files.

What types of tax returns do you prepare? +

Federal, state, and local business and personal income tax returns, payroll tax returns, B&O tax returns, excise tax returns, and personal property tax returns.

Do you offer audit representation? +

Yes, they provide IRS and state audit representation so clients never have to handle it alone.

What is the firm's mission? +

Building lasting relationships with clients so they can build lasting success.