Alpine P.S. CPAs
CERTIFIED PUBLIC ACCOUNTANTS
Specializing in Income Tax, Accounting Services, and Tax Planning
CLIENT SERVICES
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
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Accounting services for family LLCs, family partnerships, foundations, and trusts (excluding review and audit services).
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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.
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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.
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Please feel free to contact any one of us for more information or with questions and comments.
OUR TEAM
JOAN ALBEE
CPA, MST
OF COUNSEL
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
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Washington Society of Certified Public Accountants
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American Institute of Certified Public Accountants
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Estate Planning Council of Seattle, Executive Board
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Washington Women in Tax
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Washington Women's Foundation
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Seattle Philanthropic Advisors Network
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Education
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University of Puget Sound, Bachelor of Arts in Business Administration, Accounting, and Finance
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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.
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Professional Activities
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Washington Society of Certified Public Accountants
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American Institute of Certified Public Accountants
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Education
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Pennsylvania State University, Bachelor of Science in Accounting
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University of Maryland, Masters in Accounting and Information Technology
Tel: 425-625-2670
JENN FIELD
TAX ASSOCIATE
Jenn has been working in the field of accounting for the last ten years. Her career started in bookkeeping and shifted to taxation when she joined Alpine in 2020. She is a current CPA candidate.
She grew up in the greater Seattle area and has since relocated to Whidbey Island with her partner and daughter after purchasing a restaurant in Coupeville.
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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.
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Education
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University of Washington, General Studies
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North Seattle College, Associate of Arts
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Bellevue College, Associate of Applied Science, Accounting
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Southern New Hampshire University, Bachelor of Science in Business Administration, Accounting
Tel: 425-625-2694
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.
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Professional Activities
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Washington Society of Certified Public Accountants
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Education
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University of Washington Bothell, Bachelor of Arts in Business Administration, Accounting
Tel: 425-625-2671
NATALIE HEITZEBERG
CPA, MST
SHAREHOLDER
Natalie has over two decades of experience serving high net worth individuals and their families. She has in-depth knowledge of complex tax issues, including estate and gift tax planning, stock option planning, Qualified Small Business Stock (QSBS) treatment, and charitable contribution strategies such as charitable trusts and private foundations.
When not working, Natalie enjoys spending time with her family and friends, travelling, cooking, gardening, and staying active with spinning classes.
Professional Activities
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Washington Society of Certified Public Accountants
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American Institute of Certified Public Accountants
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Washington Women’s Foundation
Education
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University of Washington, Bachelor of Arts in Accounting
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Golden Gate University, Master of Science in Taxation
Tel: 425-625-2694
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:
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
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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
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