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ADDITIONAL SERVICES
advisory services

One of the benefits of putting people first is that Sweeney Conrad deeply understands the needs and nuances of our clients. We recognize that your needs sometimes stretch beyond audit, tax, and advisory services, or require a more in-depth level of expertise.

Beyond Taxes

Sometimes your needs go beyond just 1040s. We are pleased to partner with you in these situations by providing a variety of specialized services. As with our core services, you'll receive close partner involvement, personalized and highly responsive service at a reasonable cost, and regular and candid communication. Above all, we'll work closely with you to meet your needs so you can achieve your goals in the present and beyond.

+-Estate Planning

  • Federal estate and income tax planning
  • Business and wealth succession planning
  • Elder care issues
  • Risk management
  • Charitable intention planning
  • Preserving family wealth
  • Retirement planning
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+-Litigation Support

  • Business valuation consultation
  • Property settlements
  • Divorce-related issues
  • Contract disputes
  • Professional malpractice
  • Buy-sell agreements
  • Business interruption
  • Fraud
  • Tax compliance
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Let's get in touch

425.629.1990
Puget Sound Business Journal Award Accounting Today 2023 Best Firms to Work For WSPCA Best Firm Award Accounting Today 2023 Best Firms For Women

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"SC has handled our tax returns for over 20 years. We are consistently satisfied. When we have asked about other personal financial concerns, we receive timely, professional advice.”
— Tax Client

"The SC team took the time to listen to my needs, learn about my businesses, and consistently deliver as promised. They even identified, on their own, additional tax savings without my requesting a review of our tax payments.”
— Tax Client

"Every person I’ve worked with at Sweeney Conrad has been very helpful with my questions – and has helped my 5500 audits go smoothly. I would recommend them to any company. Thank you!”
— Audit Client

"Sweeney Conrad has done a great job of managing my very complicated tax work. It has been a real load off of my mind. They work seamlessly with my financial advisors too.”
— Tax Client

"I worked with Sweeney at my former employer for 8 years or so. In my new position – at a new company – I missed their expertise…so I brought them with me!”
— Tax Client