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Forward-Thinking Financial Strategy, Grounded in Trust

At North Cascades CPA, we don’t just process returns — we build partnerships that help businesses and families thrive. With over 150 years of combined experience, our team provides high-level financial insight with the personalized care of a small-town firm.

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From proactive tax planning to complex financial consulting, our job is simple: to deliver clarity, strategy, and peace of mind.

Tax Planning & Preparation

We go far beyond basic compliance — delivering strategic, year-round guidance designed to keep more money in your pocket while ensuring every detail is handled accurately.

Tax Planning


We collaborate with your entire financial team to align tax moves with long-term goals.

We advise on:

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  • Real estate & stock transactions

  • Retirement strategy & compensation structuring

  • Business entity setup & succession planning

  • Estimated payments, timing, and projections

Tax Preparation


We prepare clean, complete returns across all levels — federal, state, and local — for:

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  • Individuals, C Corps, S Corps, LLCs, Partnerships

  • Estates, Trusts, HOAs, Nonprofits

  • Excise, Property, and B&O taxes

TAX SERVICES
FINANACIAL STATEMENTS

Financial Statements

From regulatory compliance to internal decision-making, we help you make sense of your numbers with clarity and precision. We provide the following financial statement services & managerial reports: 

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  • Reviews

  • Compilations

  • Audits of Homeowner Associations

  • Financial Statement Preparation 

  • Work-In-Process Schedule Preparation (GAAP Compliant)

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  • Work-In-Process Schedule Preparation (Internal Use)

  • P&L by Class (Department, Job, Team)

  • Realization Rate 

  • Utilization Rate

Business Advisory Services

Whether you sell goods, manufacture products or provide services, owning a business is fraught with decision making that is often unrelated to the work necessary to earn your revenue. The team at North Cascades CPA can help. We advise business owners on many financial aspects of their business including:

  • Business deductions

  • Business accounting

  • Payroll structure and setup

  • Business decision making

  • Retirement account setup and funding

  • Employee benefits

  • Officer compensation

  • Business expansion

  • Business purchase

  • Business sale or transfer

  • Tax planning

  • Cash flow management

  • Business tax compliance and reporting

  • Valuation advice

BUSINESS ADVISORY

Financial Consulting

The team at North Cascades CPA provide advisory services for a multitude of financial decisions. Whether you're purchasing property, refinancing, preparing for college expenses, or weighing investment decisions, we can help you find a path that makes sense for your personal situation.

Estate Planning

We advise you on how to build thoughtful, tax-efficient estate plans that reduce complexity and stress for your loved ones — while safeguarding your assets for the next generation.​

Personal Consultation
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