Welcome Website: http://www.hearthstonecpa.com Email michele@hearthstonecpa.com Main Number (360) 479-4611 Welcome Website: http://www.hearthstonecpa.com

FIRM PROFILE Email michele@hearthstonecpa.com Main Number (360) 479-4611 FIRM PROFILE Hurley Williams & Cook and Ball & Treger LLP have joined together to become the Hearthstone CPA Group. Both of our CPA firms have enjoyed many years of providing high-quality professional services to businesses and individuals in Kitsap County and the greater Puget Sound area. We value the personal relationships that we have with our clients. We are grateful to our clients not only for giving us the opportunity to provide them with accounting services but for their loyalty and friendship. We are confident that our new affiliation will serve us all well.

Email michele@hearthstonecpa.com Main Number (360) 479-4611 Ball & Treger LLP will be moving their office to the Hearthstone Center building located on picturesque Oyster Bay (4312 Kitsap Way) around June 2016. Our existing phone numbers will continue to be the ones you will use to contact us. From the principals of the Hearthstone CPA Group, thank you! Larry A. Hurley, CPA Neal K. Williams, CPA MPAcc(tax) Christopher J. Cook, CPA, CFP® David H. Ball, CPA (retired) Dennis R. Treger, CPA

CLIENT SERVICES Email michele@hearthstonecpa.com Main Number (360) 479-4611 CLIENT SERVICES Accounting Services Audits, Reviews and Compilations Bookkeeping/Write-Up Forensic Accounting Financial Statements Financial Forecasts & Projections Cash Flow & Budgeting Analysis Certified QuickBooks Pro Advisor ® Tax Planning & Preparation IRS Representation Payroll Services Business Succession Planning Buying & Selling a Business Estate Planning Retirement Planning Management Advisory Services Business Consulting Pension & Profit Sharing Plans Business Entity Selection Accounting Software Selection & Implementation Financial Planning Litigation Support Expert Witness Services Mergers & Acquisitions

Accounting Services Email michele@hearthstonecpa.com Main Number (360) 479-4611 Accounting Services Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following: *General ledger & financial statement preparation *Bookkeeping (Monthly/Quarterly/Annual) *Accounting system setup for new businesses *Computerized payroll services *Business tax return preparation (Sales & Use/Business Property) *Personal financial statements *Litigation support

INFO CENTER Email michele@hearthstonecpa.com Main Number (360) 479-4611 INFO CENTER Events Calendar The interactive calendar highlights federal and state tax due dates, special firm events and other important dates that may be of interest to you. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date. Client Tax Organizer A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a "proforma" tax organizer that includes prior year information and carryover data.

Email michele@hearthstonecpa.com Main Number (360) 479-4611 Federal Tax Forms & IRS Publications Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.

Email michele@hearthstonecpa.com Main Number (360) 479-4611 NEWSLETTERS Congress takes up tax bills before breaking for extended recess The Democratic and Republican nominating conventions triggered an early recess for Congress. Lawmakers left Capitol Hill in mid-July and are not scheduled to return until September. Before recessing, the House voted to undo part of the Affordable Care Act (ACA) and approved a reduced budget for the IRS. Leading tax writers in the Senate addressed tax-related identity theft and home buying incentives.

Email michele@hearthstonecpa.com Main Number (360) 479-4611 Employers, payroll providers prepare for accelerated filing deadlines The Protecting Americans from Tax Hikes Act of 2015 (PATH Act) accelerated the due date for filing Form W-2, Wage and Tax Statement and Form W-3, Transmittal of Wage and Tax Statements, and any returns or statements required by the IRS to report nonemployee compensation to January 31. The change is scheduled to take effect for returns and statements required to be filed in 2017. At this time, many employers and payroll providers are reprogramming their systems for the accelerated due date.

LINKS Tax Financial Email michele@hearthstonecpa.com Main Number (360) 479-4611 LINKS When you click on a link, a new window will pop up. Close the window when you are ready to return to this page. Tax The Internal Revenue Service Washington State Department of Revenue Financial National Association of Securities Dealers (NASD)

Miscellaneous News Email michele@hearthstonecpa.com Main Number (360) 479-4611 Miscellaneous Unclaimed Property Secretary of State - Charities Division Washington State Ferries The Washington State Government Washington Secretary of State- Corporations Division Federal Reserve Board- Banking & Finance News Kitsap Credit Union Experian Credit Bureau City of Bremerton Government Kitsap County Government News The Kitsap Sun Yahoo Finance - Stock Quotes and more Smart Money Bloomberg Seattle Times

CONTACT US Email michele@hearthstonecpa.com Main Number (360) 479-4611 Kitsap Way Location 4312 Kitsap Way, Suite 102 Bremerton, WA 98312 Main Number (360) 479-4611 Fax (360) 373-1313 Email michele@hearthstonecpa.com

Email michele@hearthstonecpa.com Main Number (360) 479-4611 Thank you!