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Financial Planning Services

At Hoquiam Accounting Services LLC we provide personalized financial solutions to help you succeed.

Two hands are visible, one holding a pen and another holding a document, suggesting a situation involving document review or signing. The scene appears to be set on a desk with a table lamp illuminating the area.

Budgeting

Tailored strategies for managing income, control spending, track expenses progressing toward your short-term and long-term goals.

A workspace setting with financial documents, a black calculator displaying numbers, a cup of black coffee on a saucer, an orange highlighter, and a blue pen on a table.

Retirement Planning

Customized retirement strategies, from contribution optimization to withdrawal planning, based on your unique circumstances.

A person is holding a calculator-like device over an open document with printed text. There is a pen and some papers on the table, and a thermal travel mug in the background.

Debt Management

Effective savings plans and other tools for higher education costs.

Financial Planning Workshops

Empower your employees or group members with financial literacy through engaging and informative workshops. These sessions cover:

Budgeting strategies to manage income and expenses effectively.
Planning for retirement, including key tips to maximize savings.
Tools and techniques for reducing debt and improving financial health.
A focus on real-world, actionable solutions tailored to participant needs.

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Achieving financial freedom starts with a clear and actionable plan to address debt. Here’s how we help:

In-Depth Analysis: assess your personal or business debts to identify opportunities for reduction and restructuring.
Customized Strategies: Based on your unique financial situation, craft realistic repayment plans tailored to your goals and income.
Practical Support: Provide tools and resources, such as budgeting templates and debt-tracking systems, to help you stay organized and motivated
Ongoing Guidance: Whether it’s negotiating with creditors, creating contingency plans, or celebrating milestones, we offer continuous support throughout your journey.

Education Planning

By hosting a workshop, you can help your team or community build strong financial habits for lasting success.

Customer Reviews

Expert tax preparation and personal accounting services that truly deliver.

Liyu from Hoquiam Accounting Service did an outstanding job filling tax for me and my family. I received professional advice and service. I am really grateful for a wonderful service I got from Liyu. Thank you!!

Zenash G.

Having lost our tax accountant of 20 years we managed to find Hoquiam through Nextdoor. Liyu was a godsend. She worked with us and made tax season something to look forward to. Thank-you Liyu.

Cathi G.