Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

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FINANCIAL PLANNING

Budget Review

Net Worth Review

Debt Reduction

Retirement Savings Strategies

Goal Setting

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PREPARING FOR THE FUTURE

Income Planning

See How We Can Help

Five Reasons to Take Scenario Planning Seriously in Your Lynnwood Small Business

Happy Earth Day. The day we celebrate this little blue marble we all enjoy living on. I found this fascinating as I was reading about it this morning — there are so many elements that make up the scenario of a thriving Planet Earth. Less threats because...

CFPB Small Business Loan Requirements & Your Lynnwood Biz

The 2024 federal tax season has reached its end… well, unless you joined the other 19 million taxpayers and filed for an extension. That’s something we anticipate every year here at Abella Tax Services, Inc.. And we’ll be working away the next few...

3 Debt Elimination Steps for Your Lynnwood Small Business

Lots going on this week. Namely…The tax filing deadline is Monday, April 15th. For any of our Seattle business clients who haven’t yet reached out to us, we can still take you on by filing an extension on your behalf and then managing the filing after. But, remember,...

A New Retirement Plan for Lynnwood Small Business Owners

Well, the U.S. government has decided it can go on spending money – 1.2 trillion dollars to be exact. That means the departments of State, Defense, Labor, Health and Human Services, and Homeland Security are funded, through next September anyway. So the shutdown...

Manage Remote Workers Through I-9 Requirements: A How-To for Lynnwood Businesses

Double-checking is a motto we live by here at Abella Tax Services, Inc.. It’s just good sense when you’re dealing with complicated tax code and people’s returns. No one situation is quite the same with our clients. And you can be sure we’re giving your tax filing...

Why Retain Lynnwood Business Advisors Year-Round

Well, since we’re in full deja vu mode right now with the presidential election bid and this year’s Super Bowl outcome… let’s talk about the Employee Retention Credit… again.Because this week is the deadline for withdrawing ineligible claims — March 22. That’s...

Zero-Based Budgeting in Your Lynnwood Small Business

No business management technique is sacred anymore. And rightly so.In my world, there’s been a trend in recent years with businesses moving away from traditional, fixed budgets towards more flexible approaches. I think that could be said for most tasks within business...

Making Your Lynnwood Business and Tech Work Together

When I see relevant stats that my Seattle business owner friends should know about, I’m going to share them with you. (You already know I’m a numbers person, after all.)But first, a quick note about the business filing deadline.Namely, that it’s a week and a half away...

The Nuances of Sales Tax Holidays For Lynnwood Business Owners

Firstly — a quick reminder for those of you working under a corporate status: we gotta file those returns for you by March 15th — so help us help you. Send us anything we've been asking for ... today? :)Second — there are less than 30 days before the ERC withdrawal...

A Failed Business Strategy Tale for Lynnwood Owners

We’re less than a month away from March Madness. The NCAA recently released the tournament schedule with locations, if you’re wanting to see your favorite team play in person. Or you just want to mark it on your home calendar so your family knows you’ll be...