Macfarlane Investors & Tax
We help individuals, families, businesses and enterprises invest - alongside everything that comes with it. Specifically in the non-profit space, our work centers around financial literacy, employer plans and benefits administration.
Seattle, WA 98125-3936
Contact
Expertise
Financial Management
- Accounting & financial controls
- Bookkeeping
- Budgeting
- Capital planning
- Cash flow management
- Investment management
- Payroll
- Taxes
Insurance
Turnaround Management & Mergers
- Mergers
About Macfarlane Investors & Tax
For Individuals: Cash Flow Analysis, Credit Building, Retirement Needs Assessment, Self Directed Investing, Lifestyle Asset Purchase, Investment Taxation.
For Families: Cash Flow Analysis, College & Educational Saving, Investing on behalf of Minors, Minor Financial Education, Asset Transfer & Charitable Giving, Family Inclusion.
For Organizations: Investments for Business Entities, Investment Policy Statements, Investment Proposals, Security Research & Analytics, Risk Modeling & Stress Testing, Portfolio Backtesting & Optimization.
For Families: Cash Flow Analysis, College & Educational Saving, Investing on behalf of Minors, Minor Financial Education, Asset Transfer & Charitable Giving, Family Inclusion.
For Organizations: Investments for Business Entities, Investment Policy Statements, Investment Proposals, Security Research & Analytics, Risk Modeling & Stress Testing, Portfolio Backtesting & Optimization.