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
Washington Income Tax Advisory Workgroup member (gubernatorial appointment)
Board of Trustees member and Treasurer, Samis Foundation
Board of Trustees member, Kirkland Community Foundation
Past Member, Hopelink Strategic Planning Review and Innovation Team
Past Co-Chair, Kirkland Alliance of Neighborhoods
Past board member, UW Hillel Foundation
Past Chair, WSCPA PAC Executive Committee
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
WSCPA CEO Award, 2020 Recipient For leadership and dedication to the WSCPA and the accounting profession.
WSCPA Chair's Award, 2026 Recipient For exemplary commitment and service to the WSCPA and the accounting profession.
Whether it’s checking out the theatre and dining scenes in big cities or relaxing at a resort, Bea loves to travel with her husband. On her bucket list is to see Paris, Greece, Turkey and explore more of Australia and New Zealand. She says her bucket list is always growing-which is the key to a happy bucket list! If Bea could have dinner with anyone it would be Barack and Michelle Obama with José Andrés as the chef! Bea loves her job because of the people-both her co-workers and her treasured long term client relationships.
