BBJS Financial Advisors, LLC
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About
Founded in 2001, BBJS Financial Advisors, LLC is a dedicated firm providing comprehensive financial services in Seattle, WA and surrounding areas. They focus on managing their client's financial affairs, offering tailored strategies ranging from investment management, tax planning, retirement planning to estate planning. With their tax-efficient strategies and academic research, they are committed to understanding their client's needs and providing a unique financial plan that offers clarity to their financial mission. The firm's owner, William Serres, is a Certified Financial Planner and a CPA, bringing extensive industry experience to each client relationship.
Highlights
24 years in business
Serves Seattle , WA
Specialties
Industry
Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries
Annual income
Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit
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Services offered
Accounting
Business Tax Preparation