Prism Capital Management, LLC

08/01/2025

We’re excited to announce that Prism Capital Management and Prism Tax & Accounting Services have officially relocated from Mount Vernon to a brand-new office in Burlington! This move marks an important step forward for our team as we continue to grow and enhance the services we provide.

Our new Burlington location offers a more accessible and modern space for client meetings, financial planning sessions, and tax consultations. While it’s just a short drive from our former office, the new space brings expanded amenities and updated technology, all designed to improve your experience with us.

We’re still the same trusted team, committed to delivering the same personal attention and thoughtful guidance you’ve come to expect. The only thing that’s changed is our address!

New Address:
1912 S Burlington Blvd, Suite A
Burlington, WA 98233

https://prismadvisor.com/2025/08/weve-moved-to-our-new-burlington-office

04/24/2025

Big things are happening at Prism Tax and Accounting Services! As our team continues to grow, we’re preparing to move into a new, larger office in Burlington, WA designed to better serve you—our valued clients.

While we’re excited about this new chapter, we also want to be transparent—this move wasn’t voluntary. The building we’ve called home for so many years in Anacortes was recently sold, and as a result, we’ve had to find a new space.

We know change can be bittersweet, and we want you to know that our love for Anacortes runs deep. This community has supported us in countless ways, and we’re incredibly grateful. Though we may be moving our office, our commitment to serving you with the same personalized, professional care is stronger than ever.

Learn More HERE:
https://prismtaxservices.com/office-move-prism-tax-and-accounting-services

04/24/2025

HAPPY RETIREMENT... Kathy Crofoot, a truly wonderful woman, is retiring from Prism Tax & Accounting Services after decades of generously dedicating herself to the vital role of operational support for tax preparation. With grace, patience, and unwavering commitment, she kept everything running smoothly behind the scenes, always ready with a kind word and a helping hand. Her warmth and reliability created a welcoming space for both clients and staff, making even the busiest seasons feel manageable.

As she moves into this next chapter, her legacy of care and quiet strength will remain a cherished part of the Prism family!

https://prismtaxservices.com/happy-retirement-to-kathy-crofoot

12/18/2024

At Prism Capital Management, LLC, we are honored to be recognized as the Best Financial Planner in Mount Vernon for 2024 by Business Rate. This award reflects our commitment to providing personalized, thoughtful financial strategies tailored to our clients’ goals. Thank you to our clients and community for trusting us to guide your financial future.

We look forward to continuing to serve you with integrity and excellence!

https://prismadvisor.com

03/13/2024

WE'RE HIRING... Prism Tax and Accounting Services is seeking to hire a detail-oriented and organized individual to join our team as a Bookkeeping and Office Operations Support. This position plays a critical role in ensuring the smooth operation of our office and providing essential bookkeeping services to our clients.

Location: 2801 Commercial Ave Ste 2, Anacortes, WA 98221
Employment Type: Full-time with Benefits; Part-time Available

Learn More and Apply HERE:
https://prismtaxservices.com/bookkeeping-and-office-operations-support

Prism Tax Services and Accounting is a reputable firm dedicated to providing top-notch financial services to our clients. With a focus on accuracy, efficiency, and client satisfaction, we strive to deliver tailored solutions that meet our clients’ unique needs.

01/09/2024

Announced today, former tax-practice owner John Baker CPA is passing the baton of 35+ years of tax services in Anacortes, WA to Dieter Drews JD, founder and CEO of Prism Tax and Accounting Services LLC. The company serves clients in counties throughout western Washington.

Read Our News HERE:
https://prismtaxservices.com/prism-tax-and-accounting-services-opens-office-in-anacortes

Prism Tax and Accounting Services is excited to open an office in Anacortes, WA to serve its tax and accounting clients in Skagit County.

09/04/2023

from Prism Capital Management, LLC! We take a moment today to celebrate the contributions of workers across industries who make our nation thrive!

https://prismadvisor.com

08/29/2023

2023 is shaping up as an action-packed year for tax and financial planning maneuvers. With a 19.6% return on the Standard & Poor’s 500 stock in the first six months of 2023 and a much faster than expected 2.4% gross domestic product growth rate in the U.S. economy, stock prices and the economy have risen much more than expected.

Read Our Insights HERE:
https://prismadvisor.com/2023/08/tax-sensitive-investment-planning-in-2023

Tax-Sensitive Investment Planning In 2023 is a financial resource article by Dieter Drews, JD at Prism Capital Management in Mount Vernon, WA.

08/23/2023

Our integrated services are geared to optimize your investments while saving you time and undue stress. Each major financial decision you make can build on the previous ones, allowing you to move forward with confidence.

Schedule a Complimentary Consultation:
https://prismadvisor.com

08/16/2023

Estate planning is a process designed to help you manage and preserve your assets, and to conserve and control their distribution after your death. What estate planning means specifically for you depends on your age, health, wealth, lifestyle, life stage and your ultimate goals.

https://prismadvisor.com/service/estate-planning

08/09/2023

Whether you’re just starting your 401k plan or want to easily roll over your existing retirement plan, you’ll experience access to a greater number of investments and substantially lower administrative costs with an AVMA 401k Group Retirement Plan from Prism Capital Management, LLC.

Learn More HERE:
https://prismadvisor.com/service/avma-401k-group-retirement-plan