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Who We Are

Background

Since 1997, our firm has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from tax planning & preparation services to more in-depth services such as business consulting, accounting software implementation and financial statements analysis.

Our Mission

CPA Seattle PS will provide the highest quality accounting and tax services.

We will listen carefully to our clients individual needs.

We will make every effort to communicate effectively, exceed expectations and assist our clients in realizing their financial goals.

Strategies for Success

  • We welcome our clients’ comments, questions and concerns.
  • We embrace technology that increases efficiency and maximizes value for our clients.
  • We achieve lifelong relationships with our clients by providing quality work and innovative solutions that address individual needs.
  • Our fees reflect the blood, sweat and tears that go into exceeding our clients' expectations
  • By maximizing profitability and tax savings, we help business owners and individuals realize their dreams while they minimize their tax liabilities.
  • By always striving to be the best, our company will continue to grow and reward the people responsible for that growth.

 

 

Our Team

Derek Morse, CPA, MBA

info@cpaseattle.com MBA- Western Washington University BA- Washington State University
CPA, CMA, CFM

Derek has been an accounting and tax preparation professional since 2000; he earned his CPA certificate and license in 2001. He is also a Certified Management Accountant (CMA) and Certified Financial Manager (CFM). He obtained a Masters in Business Administration with an Emphasis in Accounting from Western Washington University and Bachelors from Washington State University. His accounting experience includes working for Fortune 100 companies to Controller at several smaller companies covering a broad range of industries. He has practical experience as a business owner when he owned and operated a bakery and café.

Derek took over operations of the firm in 2018 and enjoys helping individuals and business navigate their tax needs.

When he's not working, Derek enjoys traveling with his wife, Laura. He likes taking walks to enjoy the beautiful scenery our area has to offer, and rooting for the Seahawks and WSU (Go Cougs!).

David Liatos, CPA

CPA

David has been an accounting and tax preparation professional since 1989; he earned his CPA certificate and license in 1994. His accounting acumen is based on a natural aptitude for interpreting facts and figures, as well as a wide range of experience with diverse industries.

David started the firm as a part-time, home-based venture, which has successfully developed into a leading community business.

David is the past president of the Greenwood-Phinney Chamber of Commerce. When he's not working, David enjoys spending time with his wife, Carrie and son, Miles. He also likes to play and watch football and take walks around Greenlake.

Shanti Fitch, EA

Enrolled Agent (EA)

Shanti has been working as a Professional Tax Preparer since 2004. In 2012 she passed the IRS Special Enrollment Examination and was granted status as an Enrolled Agent, a federally licensed tax practitioner who specializes in taxation. Shanti chose to become an EA to demonstrate her knowledge of taxation and to better serve her clients' preparation and representation needs.

Shanti joined CPA Seattle just before the 2014 tax season. She has always preferred to focus on tax preparation for Individuals and Small Businesses, and CPA Seattle has given her the perfect opportunity to do just that.

During her off time, Shanti works as an independent artist in Wallingford. She is also pursuing a second degree in the field of Industrial Design. When she isn’t busy with everything else, Shanti enjoys urban adventuring, travel, gaming, and karaoke.

Sarah Edwards, Office Manager

info@cpaseattle.com

  • CPA Seattle PS
  • 15712 5th Ave NE
  • Shoreline, WA 98155
  • Telephone: (206) 706-1040
  • Fax: (206) 706-1718