Financial & Tax Preparation Services

Complete Financial Services for Small Businesses and Individuals

Offering complete financial services means more to us than an itemized "to-do" list of products and services.

Through implementation of the 8 Wealth Management Issues^SMwe strive to ensure our clients enjoy total financial wellness. From personal estate planning and retirement to business tax planning and preparation, insurance and investing.

It means coming to a complete understanding of your goals, developing an appreciation for your lifestyle, and demonstrating an honest desire to help you plan for your future.

Financial Services

ü Investments*

ü Retirement Plans

ü College Savings Plans

ü Mutual Funds*

ü Money Market Funds*

ü Traditional & Roth IRAs*

ü 401K Plans*

ü SEP IRAs*

ü SIMPLE IRAs*

ü Education IRAs*

ü Financial Planning*

Insurance

ü Life

ü Annuities*

ü Disability

ü Long-Term Care

Taxes

ü Individual Tax Planning & Preparation (Federal and State)

ü Business Tax Planning & Preparation (Federal and State)

ü Estate and Gift Tax Planning

ü Electronic Tax Filing

Payroll Services

ü Check-writing

ü Payroll Registry

ü Payroll Reporting

ü Payroll Tax

Additional Services

ü Business Bookkeeping

ü Business Consulting

ü Accounting Consulting

ü Elder Care Budget & Accounting Management

*These services are offered by Gene Bell through affiliation with H.D. Vest Investment Services^SM and H.D. Vest Adivsory Services^SM.

1700 Iowa Street, Bellingham, WA 98229
Phone: (360) 671-1845 Fax: (360) 671-2247 Email: office@genebellassociates.com

IMPORTANT NOTE: Gene R. Bell is a registered representative registered with the following registrations 6, 63, 65, 7 and can transact business with clients in ID, WA. Gene R. Bell is also an investment advisor representative licensed in WA. Seth Lake is a registered representative with the following registrations 66, 7 and can transact business with clients in WA, OR. Seth Lake is also an investment advisor representative licensed in WA. Heidi Henderson is a registered representative with the following registrations 6, 63 and can transact business with clients in WA. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products:

Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value

The information contained in this communication is for general guidance only. Accordingly, this information is provided with the understanding that the neither author nor publisher is herein engaged in rendering legal advice or services. The information itself should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisor. This information is without warranty of any kind, express or implied. This written advice is not intended or written to be used, and it cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer.

Gene Bell & Associates is not a registered broker/dealer or independent investment advisory firm

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

Financial & Tax Preparation Services

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