Gipson, Woodruff & Brady, LLC
Gipson, Woodruff & Brady, LLC provides tax preparation and tax advisory services for individuals, sole proprietors, and small business service providers. We take the time to learn about your family, business, activities and goals in order to look for maximum benefits from the tax laws and regulations.
An important adjunct to tax preparation is having the right financial service company. Every year, financial choices can be made that affect that year's taxes. However, the impact of financial choices needs to be examined over the long term.
I have been a wealth management adviser for nearly fifteen years and a registered tax practitioner since 2007. I have wealth management and insurance licenses to operate in seven states. I began working in the financial services industry in 2001 as a mortgage broker at Citi Bank and a private banker the Federal Aviation Administration Credit Union. Prior to this I worked and enjoyed over ten years in the travel industry.
JB Tax and Finance, LLC was rated as one of Renton's top Financial Service Providers in 2011 and 2013. See Best in Renton for details. My tax group, WA State Tax Consultants, won Chapter of the Year for the most education and the most participation!
My degree is in Business and I have met all the educational requirements to sit for the Certified Financial Planners (CFP) exam. Class time for continuing education and research is over eighty hours a year.
I have a Holistic Approach to providing Financial services meaning that you and your financial life is more than numbers on paper. I want to understand your current situation, your lifestyle, and your goals. I value building long term win-win relationships that will meet and anticipate your tax preparation and financial service needs.
I am a long time member of local business associations and I enjoy advocating rights for small businesses and taxpayers. I volunteer with animal and child organizations; I enjoy anything outdoors in the summer: golf, gardening, long distance bike riding. And I love my job!
Dave is responsible for all the technology and cyber security at the office. He keeps the office equipment running smoothly and creates a fun easy going atmosphere. He and Janice have been married working and playing together over 24 years!
Thank you for voting us as one of the best! "BEST of RENTON - FINANCIAL PLANNER FINALIST" 2019, 2018, 2013 & 2011