--- title: Bellevue CPA Firm | Bellevue Accounting Firm | Seattle CPA Firm | Advisory description: Advisory | Catch up on the latest news, stories, and interesting facts curated by Sweeney Conrad employees. --- [![Sweeney Conrad](https://blog.sweeneyconrad.com/hs-fs/hubfs/raw_assets/public/SweeneyConrad_August2022/images/Sweeney-Conrad-logo.jpg?width=542&height=166&name=Sweeney-Conrad-logo.jpg "Sweeney Conrad")](https://www.sweeneyconrad.com/preview/) ![navigation menu](https://blog.sweeneyconrad.com/hubfs/raw_assets/public/SweeneyConrad_August2022/images/hamburger-bars.png) - [What We Do](https://www.sweeneyconrad.com/what-we-do) - [Tax Services](https://www.sweeneyconrad.com/what-we-do/tax-services) - [Client Accounting Services](https://www.sweeneyconrad.com/what-we-do/client-accounting-services) - [Advisory Services](https://www.sweeneyconrad.com/what-we-do/advisory-services) - [How We Do It](https://www.sweeneyconrad.com/how-we-do-it) - [Our Process](https://www.sweeneyconrad.com/how-we-do-it/our-process) - 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INSIGHTS/BLOG - [Topic:](https://blog.sweeneyconrad.com) - [Tax](https://blog.sweeneyconrad.com/tag/tax) - [Audit & Assurance](https://blog.sweeneyconrad.com/tag/audit-and-assurance) - [Estate Planning](https://blog.sweeneyconrad.com/tag/estate-planning) - [News](https://blog.sweeneyconrad.com/tag/news) - [COVID-19](https://blog.sweeneyconrad.com/tag/covid-19) - [Sweeney Conrad News](https://blog.sweeneyconrad.com/tag/sweeney-conrad-news) - [Retirement Reporter](https://blog.sweeneyconrad.com/tag/retirement-reporter) - [Sweeney Conrad Passion](https://blog.sweeneyconrad.com/tag/sweeney-conrad-passion) - [Sweeney Conrad People](https://blog.sweeneyconrad.com/tag/people) - [Employee Benefit Plans](https://blog.sweeneyconrad.com/tag/employee-benefit-plans) - [State and Local Tax](https://blog.sweeneyconrad.com/tag/state-and-local-tax) - [Sweeney Conrad Community](https://blog.sweeneyconrad.com/tag/sweeney-conrad-community) - [Business](https://blog.sweeneyconrad.com/tag/business) - [Nonprofit Organizations & Private Foundations](https://blog.sweeneyconrad.com/tag/nonprofit-organizations-private-foundations) - [Advisory](https://blog.sweeneyconrad.com/tag/advisory) - [High Net Worth](https://blog.sweeneyconrad.com/tag/high-net-worth) - [Sweeney Conrad People](https://blog.sweeneyconrad.com/tag/sweeney-conrad-people) - [CAAS](https://blog.sweeneyconrad.com/tag/caas) - [Insider](https://blog.sweeneyconrad.com/tag/insider) - [Real Estate & Construction](https://blog.sweeneyconrad.com/tag/real-estate-construction) - [Recruiting](https://blog.sweeneyconrad.com/tag/recruiting) - [Loca](https://blog.sweeneyconrad.com/tag/loca) - [Locally Owned](https://blog.sweeneyconrad.com/tag/locally-owned) - [Scams](https://blog.sweeneyconrad.com/tag/scams) - [Test](https://blog.sweeneyconrad.com/tag/test) [Preparing Your Investment Portfolio for the Washington State Millionaire's Tax By David Halfhill, CPA & Garrett Grigas, CFA Aug 10, 2026](https://blog.sweeneyconrad.com/preparing-your-investment-portfolio-for-the-washington-state-millionaires-tax) [How healthy is your business? The importance of Ratios and Benchmarking. By Dave Miniken Sep 06, 2018](https://blog.sweeneyconrad.com/how-healthy-is-your-business-the-importance-of-ratios-and-benchmarking) [To Keep or Shred: How Long Should You Hold on to Your Documents? By Sweeney Conrad, PS Sep 05, 2018](https://blog.sweeneyconrad.com/to-keep-or-shred-how-long-should-you-hold-on-to-your-documents) [Sales Tax Changes: What the Overturn of the Quill Decision Means to Your Business By Duke Eide Jul 30, 2018](https://blog.sweeneyconrad.com/sales-tax-changes-what-the-overturn-of-quill-means-to-your-business) [Three Options for Hiring Professional Investment Help By Emily Taibl Oct 12, 2017](https://blog.sweeneyconrad.com/hiring-professional-investment) [Operational Compliance Who’s In Control of the Controls? By Emily Taibl Oct 12, 2017](https://blog.sweeneyconrad.com/operational-compliance-whos-in-control-of-the-controls) ## Contact Us Feel free to [email](mailto:information@sweeneyconrad.com) us or call [425.629.1990](tel:425-629-1990) [Get in touch](https://www.sweeneyconrad.com/preview/get-in-touch/contact-us/) - [What We Do](https://www.sweeneyconrad.com/what-we-do) - [Tax Services](https://www.sweeneyconrad.com/what-we-do/tax-services) - [Client Accounting Services](https://www.sweeneyconrad.com/what-we-do/client-accounting-services) - [Advisory Services](https://www.sweeneyconrad.com/what-we-do/advisory-services) - [How We Do It](https://www.sweeneyconrad.com/how-we-do-it) - [Our Process](https://www.sweeneyconrad.com/how-we-do-it/our-process) - [Industries we serve](https://www.sweeneyconrad.com/how-we-do-it/industries) - [Culture & Community](https://www.sweeneyconrad.com/how-we-do-it/culture-community) - [Giving Back](https://www.sweeneyconrad.com/how-we-do-it/giving-back) - [Partnership Network](https://www.sweeneyconrad.com/how-we-do-it/partnership) - [Who We Are](https://www.sweeneyconrad.com/who-we-are) - [Our People](https://www.sweeneyconrad.com/who-we-are/our-team) - [Mission & Values](https://www.sweeneyconrad.com/who-we-are/mission-values) - [Our Passion](https://www.sweeneyconrad.com/who-we-are/our-passion) - [40+ Year History](https://www.sweeneyconrad.com/who-we-are/history) - [Careers at SC](https://www.sweeneyconrad.com/careers) - [Benefits & Perks](https://www.sweeneyconrad.com/careers/benefits-perks) - [Experienced Professionals](https://www.sweeneyconrad.com/careers/experienced-professionals) - [SC Young Professionals](https://www.sweeneyconrad.com/careers/sc-young-professionals) - [SC Summer Summit](https://www.sweeneyconrad.com/careers/summer-summit) - [Job Opportunities](https://www.sweeneyconrad.com/careers/job-opportunities) - [Get in Touch](https://www.sweeneyconrad.com/get-in-touch) - [Contact Us](https://www.sweeneyconrad.com/get-in-touch/contact-us/) - [Pay Online](https://www.quickfee.com/qsop?company=quickfeeus&creditor=SWEENEY) - [Client Login](https://sweeneyconrad.sharefile.com/) - [Our Insights](https://blog.sweeneyconrad.com/) - [Newsletter](https://share.hsforms.com/189SwWa83QWmQ98wj4A6liQ2bure) ![Sweeney Conrad](https://blog.sweeneyconrad.com/hs-fs/hubfs/raw_assets/public/SweeneyConrad_August2022/images/logo.png?width=358&name=logo.png "Sweeney Conrad") 10210 NE Points Dr. Suite 300 Kirkland WA 98033 [425.629.1990](tel:425-629-1990) [information@sweeneyconrad.com](mailto:information@sweeneyconrad.com) Proud to be a Member [![Allinial Global](https://blog.sweeneyconrad.com/hs-fs/hubfs/raw_assets/public/SweeneyConrad_August2022/images/MemberOfAllinial-Logo_CMYK-globe.png?width=75&height=166&name=MemberOfAllinial-Logo_CMYK-globe.png "Allinial Global")](https://www.allinialglobal.com) Sweeney Conrad is the brand name under which Sweeney Conrad CPA LLP and Sweeney Conrad Advisors LLC provide professional services. 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