Enjoy all the services we have to offer for simple and fair pricing
Full accounting and
​comprehensive tax planning
​(for business owners)
Starts from $1,500 monthly. Services include:
​
  • Full accounting with monthly financial reporting
  • Business financial planning
  • Financial analytics to measure your progress
  • Business and personal tax planning
  • Incidental business advisory
Comprehensive tax planning ​
​(for non-business owners)
Starts from $300 monthly. Involves comprehensive and proactive tax planning throughout the year to identify tax saving opportunities, explore tax reduction strategies, and recognize tax issues that need to be addressed before they become acute.
Tax preparation and filing
​(federal + up to 1 state)
Fixed pricing quoted in advance.
​
  • Individual (Form 1040) – Starts from $1,500
  • Business (Form 1120/1120S/1065) – Starts from $3,000 
  • Trust/Estate (Form 1041) – Starts from $2,500 ​​​
Special projects
Generally fixed pricing quoted in advance based on the scope and complexity of each project. Examples of special projects include:
​
  • ​Business succession/exit planning​
  • Wealth transfer planning
  • Stock compensation tax planning
  • S corporation reasonable compensation study
  • S corporation election, including late election
  • ​Historical bookkeeping cleanup
  • ​Company retirement plan design and implementation
Do you like worrying about your finances?
​Neither do we.​
Work with us and enjoy
​Clarity.
​A plan for your future.
Financial wellness.
A good night's sleep. 
​More time for what you love.​​
What's not to like?

Our team

Wesley Kang, WMCP®

Partner // Insurance Advisor
I'm passionate about consistently delivering exceptional and intensely personal client experience that is unmatched by our peers. 

We accomplish this the old-fashioned way by genuinely caring about the needs and wants of our clients. We also try to reduce friction through smart and wise use of technology.

Before joining Elliott Bay Insurance, I was a top salesman at a software company, where I learned to listen intently to customers' needs and deliver the best possible solutions and provide the highest level of customer service.​

Christian Kang, WMCP®​

Partner // Insurance Advisor
I get great satisfaction from simplifying complex financial concepts so clients can understand how they can help accomplish their goals.

To make this possible, we cut through extraneous details down to the very essence of these concepts. We also try hard to minimize industry jargon to clearly communicate these ideas.

Before joining Elliott Bay Insurance, I was AVP of product management at a software company, where I learned to anticipate customer needs and market shifts, and develop products that customers didn't know they needed.

Hoon Kang, CPA, CLU

Partner // Insurance Advisor
I get energized when I help clients design and implement smart insurance and benefits solutions that address their important financial objectives.
 
​I began my career in financial services at a Big Four accounting firm, and have since held senior positions, offering solutions to complex estate, business, and financial planning issues. 

I have extensive background in advanced wealth strategies, including retirement and longevity planning, tax-optimized wealth transfer, and business succession. I write and speak frequently on advanced wealth planning topics.

Boutique firm, on purpose

By design, we built a boutique firm so we can remain nimble, personal, and responsive. 

We do things ​differently, ​with purpose

We know our stuff

Sensible insurance planning involves knowledge of the science behind insurance (carrier due diligence, policy design, underwriting, etc.). It's not rocket science, but it is a science. 

Boutique vs. "corporate"

By design, we built a boutique firm so we can remain nimble, personal, and responsive. It frees us from self-serving corporate interests that do not align with yours.

No sales pitch

Do you like pushy insurance salespeople? Neither do we. We are independent and unbiased, and we always look after your best interest. There is never a sales pitch. Ever.​