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About Us

About Our Firm

We provide personalized auditing, accounting, tax, and business advisory services to closely-held businesses and high net worth individuals in the Seattle-Bellevue area and surrounding Pacific Northwest.  Our goal is to help clients reach their maximum potential by achieving their financial goals.

Founded in 1980
Forde Financial & Tax was founded in 1980 with a focus on providing accounting and tax services to businesses and business owners.  This requires that we develop a thorough understanding of our client's business and pay close attention to tax and financial matters affecting our clients as individuals.

Our experience in both private and public accounting has provided us with insights on organizational issues and an understanding of a business owner's perspective.  We strive to be open and responsive to our clients so we can provide the highest level of service.

Forde Financial & Tax provides a wide range of services and specialties for business and individual clients, including:

  • Audit and accounting services
  • Tax planning and preparation services
  • Acquisition and divestiture services
  • Business planning and development
  • Estate planning
  • Divorce consulting
  • High net worth individual services
  • Small business accounting services
  • CFO advisory services

 

More about our Services
 

 

A Belief in Personal Service
We believe strongly in the importance of personal contact with our clients.  Developing personal client relationships and maintaining good client service are not only our best means of serving our clients; they are the best means of maintaining and increasing our own business.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Forde Financial & Tax, Inc. is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Forde Financial & Tax, Inc. receive competent and timely advice.

Here at Forde Financial & Tax, Inc., our talented staff has the expertise to meet the needs of our diverse client base. Why not take a few minutes and get to know the most experienced and knowledgeable tax and accounting professionals you'll ever meet?

 

JOSEPH R. FORDE
President, CPA

MARGARET CHUNG,
CPA

MARK LANDIS,
CPA

JUSTIN ROXBURGH
ACCOUNTING SPECIALIST

SANDRA WILLIAMS, CLIENT ENGAGEMENT
COORDINATOR/OFFICE MANAGER