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2415 T Avenue Suite 203, Anacortes, WA 98221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-09-02 |
| TX | RA | APPROVED_RES | 2017-10-26 |
| CA | RA | APPROVED | 2003-12-09 |
Branch Locations
27201 Puerta Real Ste 300, Mission Viejo, CA 92691 • United States
2415 T Avenue Suite 203, Anacortes, WA 98221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiscalis Advisory, Inc. | Anacortes | WA | 03/2003 | Present |
Name of Business: William C. Cuthbertson, Jr., Enrolled Agent; Investment Related: No; Address: 27201 Puerta Real, Suite 300, Mission Viejo, CA and 2415 T Avenue, Suite 203, Anacortes, WA; Nature of Business: Tax preparation and consulting; Position: Enrolled Agent; Relationship to Business: Owner; Hours Per Month Devoted to Business: 3-5; Hours Per Month Devoted to Business During Trading Hours: 3-5; Description of Outside Business Activity: Prepare tax returns and consult with clients regarding tax and estate planning issues related thereto. Virtually the entire business is directed toward the advisory clients of Fiscalis Advisory, Inc., with few, if any, stand-alone tax preparation and consulting clients.
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