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AIM Investment & Tax Services, LLC

13215 SE 240th St Ste H
Kent, WA 98042-5120
(253) 638-0469
Fax: (253) 638-0477
Services Offered:
Financial, Insurance
AIM Investment & Tax Services, LLC serves King County, WA
  • General Information
  • Licenses
  • General Information
  • Description
    About My Business
    Established in 1985. Our business helps clients accumulate and preserve wealth through strategic planning and tax efficiency. We specialize in tax preparation, investment, estate planning, financial planning and insurance services for individuals, estates and trusts. We work closly with other advisor team members, such as attorneys, trustees, business owners, bankers and key family members. To best serve our clients, appointments are recommended. Our office hours are Monday through Thursday 8 a.m. to noon; 1 p.m. to 5 p.m.; other days and evenings by appointment only.
    About My Services
    Our proprietor, Don Holt, is
    -a Board Member for the Estate Planning Council for South King County
    -Past President for the Washington Association of Accountants
    -Enrolled to Represent Taxpayers before the Internal Revenue Service
    -a licensed Investment Advisor Representative; and he is
    -licensed to provide life and long-term care insurance.

    Services include:
    • Financial Planning
    • Retirement Planning
    • Tax Preparation & Representation
    • Investments & Portfolio Management
    • Life and Long-Term Care Insurance

    The office is open year round. Appointments are recommended.
    Experience And Credentials
    • Investment Advisor Representative
    • Accredited Tax Advisor
    • Enrolled Agent
    • Life and Long-Term Care Insurance Agent
    • Accredited Business Accountant
    Fees And Payment Sources Accepted
    Tax preparation Fees are by the form.
    Tax Representation is by the hour.
    Investment Services are provided on either a fee or commission schedule.

    Payment forms include cash, check, Mastercard, or VISA.
    Languages Spoken by Staff
    Hours of Service
    Office hours for appoitments are Monday through Thursday 8:00 a.m. to noon; 1 p.m. to 5 p.m. Evening and Friday appointments are available upon request.
    US Federal EIN
    Issued by U.S. Internal Revenue Service
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