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CERTIFIED PUBLIC ACCOUNTANTS

Specializing in Income Tax, Accounting Services, and Tax Planning

CLIENT SERVICES

practice_areas
TAX PLANNING & PREPARATION

 

We provide tax planning and preparation including developing tax strategies that take advantage of new tax laws and legislation, and charitable tax planning.

ESTATE & TRUST TAX PREPARATION

 

We work with the personal representative, executor or trustee to coordinate information and prepare various fiduciary tax returns.

IRS REPRESENTATION

 

We represent clients before the various federal and state tax agencies in a variety of matters including IRS exams, waiver of penalties, and state filing requirements.

ESTATE PLANNING

 

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your assets. 

ACCOUNTING SERVICES

Accounting services for family LLCs, family partnerships, foundations, and trusts (excluding review and audit services).

Bill paying, collections, and bookkeeping services for individuals, their families, and their entities.

CHARITABLE GIVING AND PLANNING

 

Our firm helps you incorporate your family values into your lifetime and estate charitable planning.  We work with various charitable entities including donor-advised funds, private foundations, charitable remainder trusts, charitable lead trusts, and 501(c)(3) charities.

CHIEF FINANCIAL OFFICER ADVISORY ROLE

 

We are ready to assist you in a personal CFO advisory role with your investment advisors and estate planning attorneys.

ABOUT ALPINE

Our mission is to provide personalized tax and consulting compliance services to individuals, their families, and small businesses.  We help our clients to be good stewards of their financial resources and make their financial lives less complicated and more rewarding.

We are an independent firm that utilizes an integrated approach to providing services that incorporate the expertise of our client's other advisors including their financial advisors, brokers, and attorneys.

Please feel free to contact any one of us for more information or with questions and comments.

our_vision
OUR TEAM

OUR TEAM

JOAN ALBEE
CPA, MST
OF COUNSEL

Tel: 425-625-2668

Joan@AlpineCPAS.com

 

Joan has been practicing public accounting since 1980 and founded Alpine P.S. CPAs in 2017. Joan has significant experience assisting high net worth family groups, individuals, partnership, trust, and corporate tax clients with tax planning, estate planning, and compliance matters. Joan's interests outside the office include spending time with her family, skiing, and enjoying time on Henry Island in the San Juan Islands.


Professional Activities

  • Washington Society of Certified Public Accountants

  • American Institute of Certified Public Accountants

  • Estate Planning Council of Seattle, Executive Board

  • Washington Women in Tax

  • Washington Women's Foundation

  • Seattle Philanthropic Advisors Network

Education

  • University of Puget Sound, B.A. in Business Administration, Accounting, and Finance

  • Golden Gate University, Master of Taxation

JOSH SOLOMON
CPA, MA
SHAREHOLDER

Josh grew up in the suburbs outside of Philadelphia.  After undergrad, he began his career in 2007 in the tax department of a large, regional CPA firm in Philadelphia.  After relocating to the Pacific Northwest in 2011, he joined Joan, whom he has since worked with. His areas of expertise include tax planning for individuals and the complexities of real estate investments/businesses.

 

Outside of work, Josh enjoys exploring Fremont and the other neighborhoods of Seattle, cooking new recipes, sailing, and trying new restaurants.

Professional Activities

  • Washington Society of Certified Public Accountants

  • American Institute of Certified Public Accountants

Education

  • Pennsylvania State University, B.S. in Accounting

  • University of Maryland, Masters in Accounting and Information Technology

Tel: 425-625-2670

Josh@AlpineCPAs.com

Almond Blossom
JENN FIELD
OFFICE MANAGER

Jenn serves as the Office Manager of Alpine P.S. CPAs. She grew up in Bellevue and currently resides in Shoreline. Jenn has has been working in the field of accounting since 2015 and is currently studying for the CPA exam. 

In her free time she likes to travel, spend time with her family, and take advantage of the beautiful mountains and beaches that Washington State has to offer. 

Education

  • North Seattle College, Associate of Arts

  • Bellevue College, Associate of Applied Science, Accounting

  • Southern New Hampshire University, Bachelor of Science in Business Administration, Focus in Accounting

Tel: 425-625-2694

Jennifer@AlpineCPAs.com

Jie Lin.JPG
JIE LIN
CPA
SENIOR TAX ASSOCIATE

Jie Lin was working on her full professional qualification into the Association of Chartered Certified Accountants (UK qualification) while in Singapore when prompted to relocate with her husband to the Seattle area in late 2010. Upon landing, she changed direction to obtaining her Certified Public Accountant (CPA) license. She worked at two firms in downtown Seattle prior to joining Alpine P.S. CPAs in 2019 specializing in Tax.

 

During her spare time, she enjoys traveling to the Vancouver B.C. area for great Asian cuisine as well as spending time with her husband and two rescued Greyhounds.

Professional Activities

  • Washington Society of Certified Public Accountants

Education

  • University of Washington Bothell, Bachelor of Arts in Business Administration, Accounting

Tel: 425-625-2671

Lin@AlpineCPAs.com

Almond Blossom

Biography Coming Soon!

NATALIE HEITZEBERG
CPA, MST
SHAREHOLDER

Tel: 425-625-2694

Natalie@AlpineCPAs.com

Almond Blossom

Biography Coming Soon!

SHEN LIU
CPA, MST
PRINCIPAL

Tel: 425-625-2694

Shen@AlpineCPAs.com

contact

CONTACT

ALPINE P.S.

CPAS

OUR ADDRESS

10900 NE 8th St., Suite 1620, Bellevue, WA 98004

Email: Jennifer@AlpineCPAs.com
Tel:  425-625-2694

Fax:  425-502-8157

For any general inquiries, please fill in the following contact form:

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Map and Directions
DIRECTIONS TO OUR LOCATION

FROM I-405 SOUTHBOUND:

- Take Exit 13B - Follow signs for NE 8th St. westbound

- Travel 0.2 miles west on NE 8th St.

- After passing 110th Ave NE, turn into the first driveway on the right

FROM I-405 NORTHBOUND:

- Take Exit 13B - Follow signs for NE 8th St. westbound

- Travel 0.3 miles west on NE 8th St.

- After passing 110th Ave NE, turn into the first driveway on the right

MAP OF OUR LOCATION

MAP

AND

DIRECTIONS

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