Business Details
37 Years
experience
Your Trusted Bellingham CPA for Tax and Accounting Services
Established in 1989, our firm has built a reputation for excellence in tax and accounting services through personalized client relationships and technical expertise. We specialize in tax return preparation, payroll processing, IRS resolution, bookkeeping, and financial planning, serving over 800 clients through word-of-mouth referrals. Our team of certified professionals delivers proactive financial guidance tailored to individual and business needs, emphasizing transparency and long-term client success.With a focus on holistic accounting, we combine technical proficiency with strategic advice to help clients navigate complex financial landscapes. Our office environment reflects our commitment to work-life balance, fostering a supportive atmosphere that translates into exceptional client service. We prioritize continuous learning and adaptability to meet evolving tax regulations and client demands.
Services
Tax Return Preparation
Payroll Services
IRS Resolution
Bookkeeping
Financial Planning
Details
- Year established: 1989
Highlights and features
- We offer 30+ years of local accounting expertise with IRS-certified professionals
- Our team provides proactive financial guidance beyond basic compliance requirements
- We specialize in complex IRS resolution cases including installment agreements
- Our holistic approach combines tax planning with comprehensive financial strategies
- We maintain a 98% client retention rate through personalized service delivery
What people say
Exceptional IRS help
Personalized attention
30 years experience
Proactive planning
Local expertise
Services
Tax Return Preparation
We prepare individual, corporate, partnership, and nonprofit tax returns with meticulous attention to detail. Our CPAs ensure compliance with federal and state regulations while optimizing deductions. Clients receive year-round tax planning support to minimize liabilities and avoid penalties through strategic financial decisions.
IRS Resolution
Our firm specializes in resolving IRS audits, installment agreements, and offers in compromise. We represent clients during audits and negotiate payment plans for tax debt. With proven strategies, we help businesses and individuals achieve favorable outcomes while reducing financial stress.
Payroll Services
We handle complete payroll processing including tax filings and wage reporting. Our services cover quarterly tax submissions, year-end 1099 reporting, and compliance with Washington state excise tax requirements. Clients receive accurate, timely payroll processing to maintain regulatory compliance and employee satisfaction.
Bookkeeping
We provide comprehensive bookkeeping services including general ledger maintenance and financial statement analysis. Our team ensures accurate record-keeping for small businesses, supporting informed decision-making. Services include QuickBooks setup and ongoing accounting support for business owners.
Financial Planning
Our financial planning services cover retirement strategies, debt management, and asset analysis. We help individuals create personalized budgets and long-term financial goals. Business owners receive strategic guidance on compensation structures and business health evaluations.
People
Marlys Bourm
Founder
Certified Public Accountant with 30+ years experience. Established the firm in 1989 after working in public accounting and local government. Specializes in tax strategy and business consulting while maintaining work-life balance through family commitments.
Paul Assink
CPA
Cross-border tax expert with 20+ years experience. Handles payroll tax reporting and technical support for accounting software. Combines outdoor enthusiasm with professional dedication to client service excellence.
Jessica Nevins
CPA
Joined in 2011 after passing CPA exams. Manages office operations and tax preparation. Specializes in IRS issue resolution while balancing family life with three children and outdoor activities.
Adam VanderHeiden
CPA
Recent CPA graduate with church bookkeeping background. Focuses on payroll processing and tax returns. Combines technological expertise with personal commitment to family and community.
Kimberly Monks
Bookkeeper
Experienced bookkeeper with farm and business management background. Joined in 2018, providing payroll expertise and enjoying lakeside work environment with family-oriented values.
Questions
What tax services do you offer?
We prepare individual, corporate, partnership, nonprofit, estate, and trust tax returns with specialized IRS audit representation and resolution services.
Do you handle business accounting needs?
Yes, we provide payroll processing, financial statement analysis, QuickBooks setup, and business consulting for small to mid-sized companies.
How do you help with IRS issues?
We represent clients in IRS audits, negotiate installment agreements, and facilitate offers in compromise to resolve tax debt.
What makes your firm unique?
Our 30+ year local experience combines technical expertise with personalized service and proactive financial planning strategies.
Are you available for financial planning?
Yes, we offer retirement planning, debt analysis, budgeting, and business succession planning tailored to individual and business needs.
Reviews (2)
Angi Lenz
Apr 23, 2017
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I can't tell you how thank full we are for Marlys and her staff (Paul is amazing) they are so kind, compassionate and detailed. Having had previous CPA's that did not do their due diligence, I can't imagine running my small business without her!
Trevor Swezey
May 02, 2016
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I would absolutely recommend Marlys Bourm for all of your accounting and tax needs. I currently own three different businesses and since starting with them I have not had a single problem. They have always done exactly what they promised they would do. In addition to doing my taxes I have used them as my sounding board and business consultant. This has given me the confidence to act from a more knowledgeable and informed place. This alone has been worth its weight in gold. If you are looking for a company that truly cares about quality service then I would seriously consider Marlys Bourm and her team.
