Our Clients

Blume Keeney PLLC provides a full range of comprehensive tax and consulting services for individuals, corporate executives, business owners, family groups, trusts, and estates across the Puget Sound region.
Business Owners and Related Entities

Balancing the financial priorities of your business and personal life can be a difficult task without the help of a trusted advisor. The success of your future depends on the success of your business, and having everything in order can bring a peace of mind that is priceless. Blume Keeney has expertise in helping business owners with both their personal needs and the needs of their business. We work with you to understand your goals so that we can recommend strategies to help you make decisions, save more of your hard earned money, and plan for the future. Our services not only include tax compliance, but we also help our clients with choosing the right company structure, researching options for business transactions, business succession planning, estate planning, and more.

Our tax and consulting services for business owners and their related entities include:

  • Gift and estate tax planning and compliance
  • Income tax planning and compliance for:
    • Individuals
    • Trusts and estates
    • LLCs/ Partnerships
    • S Corporations/ C Corporations
  • Charitable and philanthropic planning
  • Business succession planning

Corporate Executives

Accumulating wealth over the years isn’t always enough when planning for the future, and we recognize the challenge busy individuals face when trying to attain their own long-term financial goals. That’s why corporate executives rely on us – to ensure their financial goals are a top priority. We work with our clients to plan strategically for the future to increase wealth, while also reducing taxes and financial risk.

Our tax and financial consulting services for corporate executives include:

  • Gift and estate tax planning and compliance
  • Income tax planning and compliance
  • Equity compensation planning
  • Retirement planning
  • Charitable and philanthropic planning
  • Education planning

Family Groups

Families who have built wealth and assets need the advice of professionals who understand how to help you manage and protect your wealth. Whether that wealth is obtained from owning a family business or is passed down from generation to generation, the partners at Blume Keeney have been helping families achieve their long term financial goals while reducing taxes and risk for many years.

Our tax and consulting services for family groups include:

  • Gift and estate tax planning and compliance
  • Income tax planning and compliance for:
    • Individuals
    • Trusts and estates
    • LLCs/ Partnerships
    • S Corporations/ C Corporations
  • Charitable and philanthropic planning
  • Business succession planning

Individuals

Individuals have increasingly complex issues that require the help of a trusted advisor, and we’ve been helping our clients navigate these issues for many years. Blume Keeney offers a comprehensive range of services to reduce your tax burden and lower risk. Whether your income is sourced from a business, financial investments, real estate, or something else, we consider your unique situation and offer specialized solutions to help you keep more of your money.

Our tax and financial consulting services for high net worth individuals include:

  • Gift and estate tax planning and compliance
  • Income tax planning and compliance
  • Retirement planning
  • Charitable and philanthropic planning
  • Education planning

Trusts and Estates

With the ever-increasing complexities of the rules surrounding trust and estate compliance, the administration of a trust or estate can be a daunting task. Given the ever-changing tax laws, now is the time to evaluate your structure and whether anything further can be done to mitigate your tax burdens. Our team has more than 20 years of combined experience working with trustees to meet their fiduciary responsibilities and reporting requirements and can help you navigate these complex issues.

Our trust and estate services include:

  • Gift and estate tax planning and compliance
  • Income tax planning and compliance
  • Charitable and philanthropic planning

Get started on preserving more wealth and reducing taxes.

Scroll to Top