Over 100 Years of Experience
Contact Jeff Baker & Associates
Personalized Tax & Advisory Services Tailored to Your Needs. Get the Expert Financial Guidance You Deserve.
Guiding You Through Complexity with Confidence
Strategic Tax & Financial Expertise
For over four decades, Jeff Baker & Associates, PS has been a trusted partner for individuals and businesses navigating intricate tax and financial matters. Our team of experienced accountants, with over 100 years of combined expertise, provides personalized, forward-thinking guidance tailored to complex financial situations. Whether you need support with multi-state income tax, estate planning, or business tax strategies, we focus on simplifying complexity and offering clear, strategic advice.
Our expertise extends to multi-state tax planning, estate and trust taxation, and high-net-worth financial management. We prioritize long-term financial health, compliance, and proactive tax strategies that go beyond just filing returns. At JBA, we don’t just manage taxes—we help clients make informed decisions that align with their broader financial goals.
Is JBA the Right Fit for You?
We know taxes can be overwhelming, and we are here to take that stress away from you. Our team of experienced tax and accounting professionals is dedicated to delivering the highest level of service. If you’re looking for an accounting firm that prioritizes precision, high-level expertise, and long-term wealth optimization, we invite you to start the conversation.
Expertise, Precision, and a Proactive Approach
Why Clients Choose Jeff Baker & Associates
Smarter, Strategic Tax Planning
Thoughtfully navigate deductions, credits, and strategies tailored to your situation.
Protection from Costly Mistakes
Avoid audits, compliance issues, and IRS penalties.
Future-Focused Financial Strategy
Build a strong foundation for long-term stability and growth.
A Trusted Financial Partner
You don’t need just an accountant; you need a financial strategist who understands your big picture.
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Invest in Your Financial Future
Partnering with the right financial experts is an investment in your future. At JBA, we go beyond tax preparation—we provide strategic financial insight that helps you build stability, maximize opportunities, and ensure long-term success. If you’re ready to make a smart investment in your financial well-being, let’s start the conversation.
Real Stories of Financial Transformation
Proven Results, Trusted by Clients
Caroline and her team have changed my life!
“I met Caroline and her team about 5 years ago. I’m a small business owner and had been using TurboTax, and every year I owed huge tax amounts. When you are a small business owner, keeping as much cash in-house is so important. Because of Caroline and her team, I learned that I had not been maximizing my benefits. They helped me capture all my deductions, plan for my financial future, and even navigate the home-buying process. All in all, they have changed my life—I have a better understanding of my business, my taxes, and my benefits. I cannot recommend them enough!” – Heather
I’ve tried doing my own taxes for years.
“Before owning a business, I think I did an OK job. But after a few years of muddling through, I found Jeff Baker and Associates. They helped me out and have either saved me money or gotten me a refund every year I’ve been in business from there on out. They are responsive, quick, professional, and just great to talk to if you have questions. Cannot recommend them highly enough.” – Paul
Elevate Your Financial Strategy with Proactive Expertise
Why Partner With Expert CPAs?
Your financial decisions deserve careful planning—let us provide the strategic insight to help you make informed choices. Here’s why:
DIY Software & Mass Market Firms
- Customization: Basic tax filing with minimal customization often overlooking deductions.
- Strategy: A one-size-fits-all approach that doesn’t consider your unique financial situation.
- Support: If you need guidance outside of tax season—like responding to IRS notices—you’re left on your own.
- Risk & Compliance: Higher risk of errors and audits. The software only catches what you input without expert review.
- Relationship: It helps you file, but there’s no strategic tax advice to optimize your finances over time.
Jeff Baker & Associates, PS
- Customization: Tailored tax planning for businesses, investments, and high-net-worth individuals
- Strategy: Personalized strategies that evolve with your financial goals
- Support: Ongoing advisory services for financial optimization
- Risk & Compliance: CPA-prepared returns with compliance and audit protection
- Relationship: Long-term partnership with a dedicated tax and financial strategist
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Ready to Work With Experts, Not Robots?
We believe financial success is about informed decision-making, expert guidance, and a commitment to long-term prosperity. If you’re looking for an accounting firm that prioritizes precision, high-level expertise, and long-term wealth optimization, we invite you to start the conversation.
Answers to Help You Get Started
Frequently Asked Questions
How can Jeff Baker & Associates help me?
We provide personalized tax and financial strategies designed to fit your unique needs. Whether you’re an individual, business owner, or investor, we offer expert guidance on tax preparation, financial planning, and business advisory services to help you achieve financial confidence and success.
Can Jeff Baker & Associates save me money?
Absolutely. Our team specializes in proactive tax planning and financial strategies that help minimize your tax burden while ensuring compliance. We identify deductions, credits, and strategic opportunities tailored to your financial situation, helping individuals and businesses retain more of their hard-earned income.
What services do you offer?
We specialize in complex tax preparation, high-net-worth financial planning, business advisory services, and strategic accounting solutions. If you have intricate tax concerns or require long-term financial strategy, our team is ready to assist you.
How do I schedule an appointment?
You can schedule an appointment by calling us at (253) 531-7114, emailing us at cpa@jbacpa.net, or using our online appointment request form.
What documents should I bring for my first consultation?
For tax and financial consultations, it’s helpful to bring prior-year tax returns, financial statements, or any relevant documentation regarding your financial goals.
Let’s Talk
Contact Information
Jeff Baker & Associates, PS has been trusted to provide excellent tax and advisory services since 1981. To discuss how the CPA’s at our Tacoma, WA office can help you achieve your financial goals, contact us today to set up an appointment. We look forward to discussing your financial health with you.
ABOUT
With over 100 years of combined experience, we are confident that we can provide the tax and financial assistance that best fits your business or personal needs. We pride ourselves on being proactive and responsive to our clients’ inquiries and suggestions.
ADDRESS
13400 Pacific Ave South, Ste 102 & 202 Tacoma, WA 98444
Note: The client entryway is downstairs in Suite 102.
RESOURCE
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