KS&Co is the choice that offers Big 4 expertise with a personal touch.

Affluent Individual

You might have all of the elements to create your financial future, but do you know how to orchestrate them to achieve that future dream? A good income, a thriving business, a sale that creates a windfall – they all may be elements on the path to success. However, without a knowledgeable partner, it’s easy to stumble or lose your way.

Don’t risk your future vision by trying to get there on your own. The advisors at KS&Co can guide you to manage your wealth through sound financial planning techniques. Our wealth management clients enjoy a full range of tax, assurance, and advisory services that help them to achieve their goals.

Several members of our tax and audit team are also licensed financial advisors.  Financial Advisory services are provided through our affiliate, KS Financial Advisors.  KS Financial Advisors offer investment vehicles through Centaurus Financial, Inc., a registered investment advisor.  For more information on KS Financial Advisors, visit us at


Tax and Wealth Management Services

  Tax services for citizens, residents, and non-resident aliens
  Expatriate tax services
  Estate tax services
  Trust tax requirements
  Foundation tax filings
  Employee benefit plan analysis
  Estimated tax analysis
  Year-end personal income tax planning
  Estate planning
  Retirement planning
  Charitable and non-charitable gift planning
  Family wealth maximization
  Cash management and investment planning
  Insurance needs analysis and procurement
  College education resource planning
  Cash and debt management
  Federal and state audit support and representation
  Not-for-profit accounting consulting
  Not-for-profit entity audits
  Personal financial statements


Our Locations

Contact Us
  • Seattle

    Smith Tower
    506 Second Avenue
    Suite 630
    Seattle, WA 98104

    Phone: 206.496.1515
    Fax: 206.496.1516
    Email Us | Map
  • Portland

    U.S. Bancorp Tower
    111 SW Fifth Avenue
    Suite 1850
    Portland, OR 97204

    Phone: 503.963.4720
    Fax: 503.963.4730
    Email Us | Map
  • Irvine

    6201 Oak Canyon
    Suite 200
    Irvine, CA 92618

    Phone: 949.250.3900
    Fax: 949.250.2956
    Email Us | Map
  • San Diego

    12750 High Bluff Drive
    Suite 160
    San Diego, CA 92130

    Phone: 858.465.1510
    Fax: 858.465.1511
    Email Us | Map