Josh Breiling
Affiliations
Professional Details
I like to get to know people, learn their aspirations and goals, and help meet them with tax and financial advisory services. Every challenge presents an opportunity to provide value for my clients, whether it’s running a business, navigating an employment transition, administering an estate or trust, keeping apprised of developing tax law changes, or simply (or not-so-simply) preparing a tax return. And sometimes having all the technical answers right away is not what every problem needs, but rather a trusted advisor who listens to understand.
I primarily serve individuals and privately-held companies in the Pacific NW, where I was born and raised. Our region is known for its ingenuity, hard work, and people; similarly, I value learning, am oft known to literally roll up my sleeves and get to work, and love to meet people, learn their story, and make connections.
Areas of Expertise
- CPA
Real Stories from Real People
Most People Leave Money on the Table

96% Don't Optimize
Very few people get all the Social Security they’re entitled to.

$111,000 Average Lost
The average household is losing $111,000 in potential income.

1 Chance To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.

Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.

Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.

Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.

Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.

Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.

Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
