CPA Services for Edgewood & North Hill
Discreet Tax Planning for Established Households
Jeff Baker & Associates, PS offers discreet, professional tax services to the Edgewood community. We specialize in helping established households and business owners manage their wealth, plan for retirement, and navigate the complexities of estate and trust taxation. Whether your assets are tied to land, businesses, or investments near Meridian Avenue E or the North Hill area, we bring clear guidance and long-term planning.
Local Insight, Lasting Confidence
Why Edgewood Clients Choose JBA
Edgewood residents value privacy and precision. Our team provides personalized attention to high-net-worth individuals, ensuring that your tax strategy aligns with your long-term legacy goals. We keep communication simple, protect your time, and deliver a plan you can trust.
Discreet Service
Edgewood residents value privacy and precision in tax planning. We provide confidential guidance with a high-touch experience.
High Net Worth Planning
Specialists in complex wealth and estate considerations. We bring depth across trusts, investments, and business ownership.
Personalized Attention
Direct access to a CPA team that understands your goals. You receive thoughtful answers and consistent follow-through.
Legacy Alignment
Tax strategy aligned with long-term legacy planning. We help align today’s decisions with future generations.
Strategic Business Guidance
Business Services
Focused advisory support for business owners and land holders. We help you evaluate decisions, manage reporting, and keep long-term strategy on track:
Business Consulting & Strategy
Guidance for acquisitions, sales, and operational planning. We help owners evaluate opportunities with clear tax impact.
Acquisition & Sale Planning
Support for business transitions and long-term strategy. We plan for timing, structure, and tax consequences.
Reporting & Analysis
Insights and reporting designed to inform decision-making. Clear reporting helps you manage assets with confidence.
Decision-Making Insights
Reporting that helps owners make confident, informed choices. We translate numbers into actionable insight.
Securing Your Future
Personal Services
Customized planning for high-net-worth households. We help you make confident decisions around trusts, retirement income, and wealth transfer:
Trust & Fiduciary Taxation
Preparation of Form 1041 and advisory services for family trusts. We keep fiduciary obligations clear and compliant.
Form 1041 Preparation
Trust return preparation to keep beneficiaries and grantors compliant. We handle details and deadlines carefully.
Retirement Distribution Strategy
Tax-efficient planning for IRA and 401(k) distributions. We plan timing to preserve capital and cash flow.
Gift & Wealth Transfer
Strategic guidance on annual gifting and wealth transfer. We help minimize future estate tax exposure.
Addressing Complex Tax Needs
Specialized Services
Advanced support for trusts, estates, and retirement distribution planning. If your situation involves multi-generational planning, we provide the depth and discretion required:
Beneficiary Compliance
Ensure beneficiaries and grantors meet all tax obligations. We coordinate reporting across family structures.
Estate & Trust Planning
Advisory support for estate and trust taxation complexity. We align planning with legal and tax advisors.
Wealth Preservation
Planning to preserve capital during retirement years. We help maintain stability while meeting lifestyle goals.
Each engagement is backed by 100+ years of combined CPA experience. Payroll and B&O filings are limited and offered only to existing clients as part of broader tax services. You will work with a dedicated CPA who understands your priorities and keeps planning proactive.
Neighbors Helping Neighbors
A South Sound Firm with Local Reach
Our Puyallup office is just a short drive from Edgewood and offers both in-person and virtual consultations. Many of our staff live throughout Pierce County, giving us strong ties to the communities we serve. Clients can meet in person, over Zoom, or securely upload documents online with the same privacy and care.
Take the Next Step Toward Peace of Mind
Get Started Today
If you’re searching for a CPA in Edgewood, Jeff Baker & Associates, PS is here to help. Contact us to discuss your Estate Plan. We will review your goals, outline options, and help you move forward with confidence.
Stories of Trust and Partnership
What Our Clients Are Saying
Hearing from real business owners helps highlight the partnerships we strive to build. We focus on discretion, clarity, and long-term stewardship:
Caroline Morales was absolutely outstanding! My wife and I were facing some big decisions and were referred to Caroline, not knowing what to expect. From the very first conversation, she put us completely at ease. Instead of focusing on what she and her firm could offer, Caroline listened to what we needed. That made us feel truly valued.
She answered every question thoroughly and then went above and beyond with her follow-up. We received clear spreadsheets, a detailed recap, and a breakdown of all our options, without any pressure or sales pitch. Caroline presented the facts along with the reasoning behind her recommendations, which gave us total confidence in our choices.
If you’re looking for exceptional tax advice from someone who genuinely cares and delivers with professionalism, Caroline is the person to call. We know exactly where to go next time! Thank you, Caroline!
Answers to Common Client Questions
Frequently Asked Questions
To help potential clients make an informed decision, here are answers to some of the most frequent questions we hear. If you want to talk through your situation, we are ready to help:
Do you have an Edgewood office?
Our office is located in Puyallup, but we proudly serve clients across Pierce County and the greater South Sound region.
Can I work with you virtually?
Yes. We serve clients nationwide and offer flexible virtual services. You can meet with us via Zoom, upload documents securely online, and handle your tax needs without leaving home.
Do you offer bookkeeping?
We do not provide day-to-day bookkeeping services. However, our CPAs can set up and consult on QuickBooks to help you manage your records effectively.
Can you help with IRS issues?
Absolutely. We represent clients in audits, assist with payment plans, and help resolve tax notices directly with the IRS.
Do you prepare trust returns like Form 1041?
Yes. We prepare trust returns and advise trustees on reporting, distributions, and compliance requirements.