Practice Experience

Bea has been providing a full range of tax and consulting services to her clients since she entered public accounting in 1975. Her expertise includes federal and multi-state tax planning, compliance, strategy and representation as well as consulting in complex tax matters, business management, and strategic planning.

She works closely with businesses and their owners in real estate management, brokerage and development, professional services, automobile dealers, retail and wholesale, contractors, and investment holding companies, along with high net worth individuals and family groups, estates, and trusts.

Professional & Business Affiliations

American Institute of Certified Public Accountants (past member of Board of Directors and Governing Council)

Washington Society of Certified Public Accountants (past President)

Education

Bachelor of Arts in Business Administration with Concentration in Accounting, University of Washington

Professional Certifications

Certified Public Accountant

Chartered Global Management Accountant

Community Activities

• Chair, WSCPA PAC Executive Committee
• Board of Trustees member, Samis Foundation
• Member of Hopelink Strategic Planning Review and Innovation Team
• Past Co-Chair, Kirkland Alliance of Neighborhoods
• Board member, Moss Bay Neighborhood Association
• Audit Committee member and past board member, UW Hillel Foundation
• Past Chair, City of Kirkland Salary Commission
• Past member, AICPA Private Companies Practice Section Executive Committee
• Past member, AICPA Special Committee on Practice Mobility
• Past member, AICPA Management of Accounting Practice, Adding Value to Peer Review, Small Firm Advocacy and Effective Legislation Committees

Awards

2020 Recipient, WSCPA CEO Award, for leadership and dedication to the accounting profession