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

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 TEAM

JOAN ALBEE
CPA, MST
SHAREHOLDER

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
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

Margaret serves as the Office Manager of Alpine P.S. CPAs. She has worked in accounting since 1997, specializing in tax as a CPA since 2002. Earlier in her career she served on the General's staff as an officer in the U.S. military stationed in Central America. She enjoys traveling and spending time with family, especially her three children and their families.

Professional Activities

  • Washington Society of Certified Public Accountants

Education

  • Central Washington University, B.S. in Accounting

MARGARET RICKERT
CPA
OFFICE MANAGER

Tel: 425-625-2669

Margaret@AlpineCPAs.com

JIE LIN
CPA
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

Dyanna Kelty grew up in Long Beach California, before moving to Seattle for school. She has worked in Accounting and Finance since 2017 with several large companies in the Seattle area. Dyanna is currently working to earn her CPA.

In her free time she likes to explore Washington and find hidden gems in small towns. She also likes to play games with friends and spend time with her parrots.

​Education

  • University of Washington Foster School of Business Administration, B.A. in Accounting

DYANNA KELTY
TAX ASSOCIATE

Tel: 425-625-2694

Dyanna@AlpineCPAs.com

KENNY JUDGE
TAX ASSOCIATE

Kenny and  his family moved to Washington from Southaven, Mississippi. He is a graduate of Western Washington in Bellingham, WA. After graduating with a degree in Accounting and Economics he worked with a Seattle startup, giving him retail, cost accounting and audit experience. Kenny is working towards his CPA License.

Kenny enjoys surveying the local comedy scene, playing guitar, and doing jiu-jitsu during his free time.

​Education

  • Western Washington University, College of Business and Economics -  B.A. in Accounting, B.A. in Economics.

Tel: 425-625-2694

Kenny@AlpineCPAs.com

 

CONTACT

ALPINE P.S.

CPAS

OUR ADDRESS

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

Email: Margaret@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

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

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DIRECTIONS

 

© 2019 by Apline P.S. CPAs.