TRUSTS & ESTATES

Helping You Preserve Your Wealth & Assets

At Booth Davis & Associates, we specialize in estate, trust, and tax matters. Our expert team offers decades of experience helping individuals develop and implement trust and estate plans that enable them to achieve their financial goals. Good estate planning is more than just drafting a will—it also includes developing a comprehensive plan to protect, grow, and preserve wealth and assets for both your own retirement and for future generations.

We can help you coordinate a sound plan by working in partnership with other trusted advisors, including your attorney. The end goal: to create a comprehensive estate and trust plan for business continuation, wealth protection, and minimization of estate taxes.

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New Full-Service Payroll Department!

We are pleased to announce the rollout of our new full-service payroll department. Booth Davis & Associates is committed to providing the most excellent level of full-service payroll...

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Phone: 360.425.8000 • Fax: 360.425.8005
Email: cpa@boothdavis.com