About our firm
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Background |
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| Since 1988, our firm has been providing quality, personalized financial guidance to local individuals
and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth
services such as audits, financial statements, and financial planning. |
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Vision Mission |
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| Stockwell & Associates use their roles as “trusted advisors” to partner with businesses and individuals to shape their future. Our goal is to communicate, understand and participate with our clients-with clarity and objectivity-translating complex information and compliance issues into knowledge and action. Our energies are focused on the benefits of our clients to anticipate and create wealth and savings opportunities by designing a pathway for clients’ visions into reality. |
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Our Team |
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Beatrice Stockwell |
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Bea Stockwell concentrates her practice in the area of small business interests and taxes. Small business encompasses the areas of tax, accounting and consulting for the business growth and planning. She believes small business is so integrated with the owners, that her interests include the personal tax and succession planning for the family businesses.
With her expertise and interest in business, Ms Stockwell has assisted clients in purchasing, organizing, and selling businesses. She enjoys setting up new businesses in the most tax-advantaged manner. The tax practice includes Federal and State Corporate, Partnership and Individual tax, and the tax of Trusts, Estates and Nonprofits. She has been involved with the estate planning council of Snohomish County and works in the area of estate planning with several attorneys in the local area. Ms Stockwell has been a guest speaker for professional groups and seminars.
Ms Stockwell is an experienced auditor and has experience in the fraud investigation area. She has appeared as a witness in such investigations.
Ms Stockwell has been a licensed Certified Public Accountant in the state of Washington since 1977. Her studies centered in the area of economics, accounting and psychology. She is past president of the Snohomish chapter of the Washington Society of Certified Public Accountants.
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| sanda.cpas@verizon.net (425)774-7848 |
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