Rollie Garner

Garner Tax Consulting

Does your accountant think taxes are just those forms (and payments) you send to the IRS?

Think again – about your accountant.

If you

  • run a business
  • are self-employed
  • have a high net worth
  • or just find you have complex tax returns,

you need a year-round accountant with a wider view of the financial world.

You need Rollie Garner.

Do you want to be treated as a partner, not a once-a-year transaction to be checked off a list?

Rollie can file your taxes, of course, but he can also help you with

  • Choosing the best structure for your business
  • Capturing and understanding your business expenses
  • Finding the right accounting software or payroll system for your particular business
  • Time tracking
  • Setting up or managing a retirement program
  • Understanding how taxes affect retirement planning, college savings, and more
  • Stock compensation planning to maximize benefits and minimize taxes
  • Charitable giving planning to help you create a lasting legacy
  • Transaction and investment planning to avoid pitfalls and unintended tax consequences

Rollie’s tax specialties include

  • Preparation of the complex tax returns typical of high net worth individuals and families with accumulated wealth
  • Complex individual income tax returns
  • Federal and multi-state returns for closely-held businesses (C and S corporations, limited partnerships, LLCs)
  • Other self-employed individuals in a variety of fields such as medicine, technology, law, real estate management/investment and realty services, and other professional services,

all with an emphasis on quality personalized service. He can connect you to resources beyond himself, including estate planning attorneys and financial planners. And he’ll work with your planners to help you understand the financial ramifications and tax impacts of potential savings strategies.

If you want an accountant who’s more than an accountant, who will be there for you all year, over the years, and value your success as his success, give Rollie a call or drop him an email today (contact link) and find out what you could achieve together.

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About Rollie Garner

My Story

At the Start

I was born in Tupelo, Mississippi and attended the University of Mississippi (Ole Miss), graduating in 1997 with a Bachelor of Accountancy and in 1998 with a Master of Accountancy. I finished the CPA exam in 2001 and currently hold a CPA license in the State of Washington (WA CPA #27457).

After graduate school, I worked in banking for a year in Memphis, TN; after that year I relocated to Atlanta, GA and started a job at a large, local CPA firm working with high net worth clients and large family-owned/privately held businesses for six years. After the CPA firm (Windham Brannon), I took a job in corporate tax with a specialty insurance company (Assurant, Inc.) for three years.

Moving On

After a couple of visits to the PNW, I was looking for a change and since Atlanta was an adopted home, I decided to look into relocating to Seattle. A couple of Seattle recruiters reached out, and 6 months later I had a job offer, packed up my things (and my little dog too), and arrived in Seattle in July 2008.

My first job in Seattle was with a large, local CPA firm working on similar clients to those in Atlanta. After that, I worked for a mid-sized financial management firm that had a tax group for its clients. There I worked closely with financial advisors to devise strategies to help clients accumulate and preserve wealth to leave for future generations in the most tax efficient manner possible.

On My Own

While I was there, I realized there were too many layers of people between me and the client, so I never really knew exactly what a client’s goals were or their level of understanding around things we proposed or executed. I really wanted to get back to more direct contact with clients, and I thought what better way than to work on my own.

In 2017 I left that firm and started my own practice to focus on providing very personalized service to clients to help them understand and manage their taxes as well as understand what their goals were and help make sure they were on track.

My Work with My Clients

Today, as a CPA with more than 20 years’ experience, specialties include preparation of the complex tax returns typical of high net worth individuals and families with accumulated wealth, including complex individual income tax returns, federal and multi-state returns for closely-held businesses (C and S corporations, limited partnerships, LLCs), and other self-employed individuals in a variety of fields such as medicine, technology, law, real estate management/investment and realty services, and other professional services with an emphasis on quality personalized service.

These days tax compliance is much more automated than ever, but that plays a very small role in the overall partnership I have with my clients. I focus on adding value to my clients’ lives by being a year-round resource to them and helping with other areas such as managing their business efficiently or making sure they are prepared for what they might owe to the IRS come tax time or making sure they are aware of tax savings opportunities that may not be obvious at first. I don’t believe in talking with a client once a year when they drop off their tax information and then sending them a bill only to speak with them a year later.

My past experience has been so varied, and I’ve had the opportunity to work with so many types of financial professionals, that I’ve gained the ability to take a much wider view of my clients’ overall financial picture and how taxes affect retirement planning, college savings, and the ultimate success of a new business.

And with my growing network of other professionals, I’ve also been able to connect my clients to other resources that I have gotten to know and can comfortably introduce my own clients to, such as estate planning attorneys and financial planners. I can even provide connections for non-financial things like window washing and lawn/garden services, bookkeeping, and chiropractors.

Contact


Rollie Garner, CPA
Owner, Garner Tax Consulting, PLLC
Phone: 206-972-8880
Email: rollie@garnertaxconsulting.com
Address: 2035 43rd Ave E, #303, Seattle, WA 98112
Fax: 206-420-5989
Canopy portal: https://app.canopytax.com/#/login

Please feel free to contact me to learn more about what I can do for you. I offer a half hour initial consultation with no commitment.

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