We specializes in forensic accounting, financial and tax planning, estate planning, and estate and trust tax preparation for fiduciary clients. Visit-http://www.hearthstonecpa.com/firm_profile.html

1. WELCOME
Website: http://www.hearthstonecpa.com
Email michele@hearthstonecpa.com
Main Number (360) 479-4611

2. FIRM PROFILE
HurleyWilliams & Cook and Ball &Treger LLP have joined together to
become the Hearthstone CPA Group.
Both of our CPA firms have enjoyed many years of providing high-quality
professional services to businesses and individuals in Kitsap County and the
greater Puget Sound area. We value the personal relationships that we have
with our clients.
We are grateful to our clients not only for giving us the opportunity to
provide them with accounting services but for their loyalty and friendship.We
are confident that our new affiliation will serve us all well.
Email michele@hearthstonecpa.com
Main Number (360) 479-4611

3. Ball &Treger LLP will be moving their office to the Hearthstone Center
building located on picturesqueOyster Bay (4312 KitsapWay) around June 2016.
Our existing phone numbers will continue to be the ones you will use to contact
us.
From the principals of the Hearthstone CPA Group, thank you!
Larry A. Hurley, CPA
Neal K.Williams,CPA MPAcc(tax)
Christopher J. Cook, CPA, CFP®
David H. Ball, CPA (retired)
Dennis R.Treger, CPA
Email michele@hearthstonecpa.com
Main Number (360) 479-4611

4. CLIENT SERVICES
Email michele@hearthstonecpa.com
Main Number (360) 479-4611
•Accounting Services
•Audits, Reviews and Compilations
•Bookkeeping/Write-Up
•Forensic Accounting
•Financial Statements
•Financial Forecasts & Projections
•Cash Flow & Budgeting Analysis
•Certified QuickBooks Pro Advisor ®
•Tax Planning & Preparation
•IRS Representation
•Payroll Services
•Business Succession Planning
•Buying & Selling a Business
•Estate Planning
•Retirement Planning
•Management Advisory Services
•Business Consulting
•Pension & Profit Sharing Plans
•Business Entity Selection
•Accounting Software Selection &
Implementation
•Financial Planning
•Litigation Support
•Expert Witness Services
•Mergers & Acquisitions

5. Providing financial information to our clients in a timely and accurate manner is a
commitment that we feel can not be compromised. Meaningful, well-organized
financial records ensure that your business operations will run more efficiently on a
daily basis. Our firm provides a full range of cost effective accounting services
including the following:
*General ledger & financial statement preparation
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for new businesses
*Computerized payroll services
*Business tax return preparation (Sales & Use/Business Property)
*Personal financial statements
*Litigation support
Email michele@hearthstonecpa.com
Main Number (360) 479-4611

6. INFO CENTER
Events Calendar
The interactive calendar highlights federal and state tax due dates, special firm
events and other important dates that may be of interest to you. Because the
calendar is continually updated, check back often to keep track of filing
requirements, deadlines and other events that will help you stay current and up-to-
date.
ClientTax Organizer
A tax organizer can facilitate the process of pulling together your tax information.
This basic tax organizer is designed for new clients and allows you to enter your
information right on the screen.You can then print the completed tax organizer and
fax or mail it to the office. Current clients should contact the office to request a
"proforma" tax organizer that includes prior year information and carryover data.
Email michele@hearthstonecpa.com
Main Number (360) 479-4611

7. FederalTax Forms & IRS Publications
Looking for a federal tax form? Browse this online tax forms library to
find downloadable IRS forms.The forms are presented in PDF format
and are acceptable for filing with the IRS.You may also choose from
dozens of helpful tax publications developed by the IRS to help
taxpayers have a better understanding of various tax issues.Available
in PDF format, these publications are written in a plain language
format geared specifically to taxpayers.
Email michele@hearthstonecpa.com
Main Number (360) 479-4611

8. NEWSLETTERS
The Democratic and Republican nominating conventions triggered an early recess
for Congress. Lawmakers left Capitol Hill in mid-July and are not scheduled to return
until September. Before recessing, the House voted to undo part of the Affordable
Care Act (ACA) and approved a reduced budget for the IRS. Leading tax writers in
the Senate addressed tax-related identity theft and home buying incentives.
Email michele@hearthstonecpa.com
Main Number (360) 479-4611

9. The ProtectingAmericans fromTax Hikes Act of 2015 (PATH Act) accelerated
the due date for filing FormW-2, Wage andTax Statement and FormW-3,
Transmittal of Wage andTax Statements, and any returns or statements
required by the IRS to report nonemployee compensation to January 31.The
change is scheduled to take effect for returns and statements required to be
filed in 2017. At this time, many employers and payroll providers are
reprogramming their systems for the accelerated due date.
Email michele@hearthstonecpa.com
Main Number (360) 479-4611

10. LINKS
.
The Internal Revenue Service
Washington State Department of Revenue
National Association of Securities Dealers
(NASD)
Email michele@hearthstonecpa.com
Main Number (360) 479-4611

11. Unclaimed Property
Secretary of State - Charities Division
Washington State Ferries
The Washington State Government
Washington Secretary of State- Corporations
Division
Federal Reserve Board- Banking & Finance
News
Kitsap Credit Union
Experian Credit Bureau
City of Bremerton Government
Kitsap County Government
The Kitsap Sun
Yahoo Finance - Stock Quotes and more
Smart Money
Bloomberg
SeattleTimes
Email michele@hearthstonecpa.com
Main Number (360) 479-4611

12. CONTACT US
Kitsap Way Location
4312 KitsapWay, Suite 102
Bremerton,WA 98312
Main Number (360) 479-4611
Fax (360) 373-1313
Email michele@hearthstonecpa.com
Email michele@hearthstonecpa.com
Main Number (360) 479-4611

13. Thank you!
Email michele@hearthstonecpa.com
Main Number (360) 479-4611