CPA Services for University Place Residents and Businesses
Experienced Tax Professionals Serving Pierce County Since 1981
Jeff Baker & Associates, PS has supported University Place individuals, families, and businesses with dependable tax and advisory services for more than four decades. Many University Place clients count on JBA for precise tax preparation, proactive planning, and skilled IRS representation.
Local Expertise, Lasting Confidence
Why University Place Clients Choose JBA
University Place is home to established households, small business owners, and retirees who value trusted, long-term financial guidance. JBA combines decades of regional experience with personal attention to help clients make informed decisions and plan with confidence.
Decades of Local Experience
With over 100 years of combined expertise, our team understands the financial landscape of Pierce County and the needs of University Place residents and businesses.
Business Expertise
We partner with professional practices, service providers, and independent contractors to deliver complete tax compliance and forward-looking planning.
Wealth & Estate Support
Tailored strategies for high-net-worth households, retirees, and property owners focused on preserving and transferring wealth effectively.
Responsive, Person-to-Person Service
Direct access to CPAs who explain your options clearly and advocate for you with the IRS and state agencies.
Supporting University Place’s Business Community
Business Services
From small enterprises to professional firms, our CPAs provide guidance designed to help local businesses thrive:
Business Tax Preparation & Planning
Compliance and proactive planning for S-Corps, C-Corps, Partnerships, LLCs, and LLPs.
QuickBooks Setup & Consulting
Configuration and support that make bookkeeping and reporting easier.
Financial Reporting & Analysis
Detailed reports and insights to help owners make data-driven decisions.
Business Consulting & Strategy
Advisory services for acquisitions, succession planning, and operations.
Securing Your Financial Future
Personal Services
Our CPAs assist University Place residents with tax strategies built around long-term financial goals:
Personal Tax Preparation
Individual and joint returns prepared with attention to accuracy and compliance.
Estate & Trust Planning
Structured plans to minimize taxes, protect beneficiaries, and preserve family wealth.
Retirement-Related Tax Guidance
Strategies for managing distributions, investment income, and tax efficiency in retirement.
Real Estate Tax Services
Expertise for property transactions, investments, and rental income reporting.
Addressing Your complex tax needs
Specialized Services
Some situations require advanced experience. JBA offers our University Place clients:
IRS Representation
Audit support, payment plan negotiation, and resolution of IRS correspondence.
Multi-State Tax Returns
Specialized knowledge for part-year residents and multi-state business owners.
Cost Segregation Studies
Detailed analyses for real estate investors seeking to accelerate deductions.
Each engagement is backed by over a century of combined CPA experience. Payroll and B&O filings are available to existing clients as part of broader service relationships.
Neighbors Helping Neighbors
A South Sound Firm with Local Reach
Our Tacoma office is minutes from University Place and easily accessible. Many of our staff live in and around the University Place community, strengthening our ties to the clients we serve. Meetings are available in-person, virtually, or via secure online document upload.
Take the Next Step Toward Peace of Mind
Get Started Today
If you’re searching for a CPA in University Place, Jeff Baker & Associates, PS is here to help. Contact us to schedule your initial consultation—at our Tacoma office or virtually from your home.
Stories of Trust and Partnership
What Our Clients Are Saying
Hearing from real business owners helps highlight the partnerships we strive to build:
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:
Do you have an office in University Place?
Our office is located in Tacoma, 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.