Profile

Company Background

Blake Financial Services originally started out as Judi’s Tax and Accounting. Judi Blake founded the company in 1990. Her husband David Blake joined her in the business. In 1992, as the company continued to grow, her brother Ray Townsend joined the company. Her niece Nikki Bristol, joined in 2002. The company has grown over the years and in 1996 changed the name to Blake Financial Services to capture the services that the company provides. The company today is still a family run business. Judi passed away in April of 2010, but the remaining members of the company have continued the business as a family business.

Blake Financial Services remains a small family based business to this day with David, Ray, Nikki and the office cat Earl working within the company. We specialize in  tax preparation, but we also provide some payroll services and bookkeeping services as well depending on the client’s needs.

All members of Blake Financial Services are Enrolled Agents (E.A.). What is an Enrolled Agent? NAEA.org has this definition: “Enrolled Agents (E.A.) are America’s Tax Experts. EA’s are the only Federally Licensed Tax Practitioner who specialize in taxation and also have unlimited rights to represent taxpayers before the Internal Revenue Service”

An Enrolled Agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by passing the comprehensive Enrollment Exam covering individual and business taxation and maintains the continuing professional education requirements set forth by the Internal Revenue Service.

 

Staff Profiles

David W. Blake, E.A.

David has been in the tax business since 1990. He passed the Enrollment Examination in 2001. He has attended courses with both the American Academy of Tax Practice and the National Tax Practice Institute. He is a member of the National Society of Tax Professionals. Each year he completes a minimum of 24 credit hours of continuing professional education year with a focus in tax. David is also a Commercial Fisherman, and owns his own fishing vessel which he fishes on during the summer months.

P. Ray Townsend, E.A., M.B.A.

Ray has been with Blake Financial Services since 1992. He passed the Enrollment Examination in 2010. Ray has an MBA from Seattle University which he completed in 1995. He is a member of NAEA (National Association of Enrolled Agents), WSSEA (Washington State Society of Enrolled Agents) and the National Academy of Tax Practice. He has also attended courses at the National Tax Practice Institute. In addition, he is also a licensed and bonded Notary. Each year he completes a minimum of 24 credit hours of continuing professional education year with a focus in tax. In his spare time, he enjoys running, open water swimming and competing in Triathlons.

 

Nicole (Nikki) L. Bristol, E.A., M.B.A.

Nikki joined Blake Financial Services officially in 2002. She grew up around the office watching her aunt and uncles prepare returns, and once in awhile helping with stamping and addressing mailers for clients. She passed the Enrollment Examination in 2012. She has an MBA from University of Phoenix which she completed in 2009. She has completed the first two years of courses at the National Tax Practice Institute. Each year she completes a minimum of 24 credit hours of continuing professional education year with a focus in tax. She is also a licensed and bonded Notary. Nikki has two daughters, and enjoys coaching their sports teams and leading youth organizations they participate in. In her spare time, she also drives a racecar, enjoys long distance walking, and running. Since 2008 she has been participating in the 3-Day 60 mile walks to help end breast cancer.