Conover Tax & Accounting

History

Conover Tax & Accounting has been guiding clients in Bellevue, Seattle and the Greater Puget Sound through their individual and business accounting needs since 1983. Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness, and quality. Our team is centered on you and your goals - both long and short term. We listen, ask questions, provide customized recommendations and meet with you periodically to make adjustments to your financial plan.

Specialties

Fiduciary Compliance Specialists - Our fiduciary review program is designed to establish proper due diligence activities and includes the following components: 404(a) compliance, 404(c) compliance, Removing Trustee, Annual Plan Review, Bonding and insurance. Investment Portfolio Strategist - Our services include: Investment Program Design, Investment Policy Statements, Quarterly Performance Monitoring, Secure Transmission of Confidential Documents. Plan Education Specialist - Our communications program includes: Highly interactive enrollment and participant meetings, one-on-one consulting, monthly newsletter, and client service specialists available toll free. Provider Due Diligence - Perfom a thorough assessment of your plan's current product and service solutions. Including: Plan Sponsor Interview, Benchmarking Analysis and Provider Selection Expertise.