Madrona Financial & CPAs

Madrona Financial & CPAs is a Financial Planner in Everett, WA. The firm operates as a team of specialized financial and tax professionals, combining planning and investment services with tax, accounting, and bookkeeping support. Advisors work directly with CPAs to create comprehensive plans and custom portfolios, while the accounting team helps clients manage taxes and business finances proactively. The practice serves individuals, families, businesses, not-for-profits, estates, and trusts, offering specific strategies for retirement transitions, real estate 1031 exchanges, and business succession. The firm adheres to a fiduciary standard, prioritizing client interests in asset protection, guaranteed lifetime cash flow products, estate planning, and social security optimization.

The firm's history began in 1989 when Bob Bauer, CPA, established a tax services practice in Snohomish County, Washington. Two years later, Brian Evans, CPA/PFS, joined the team, forming Madrona CPAs. Evans' expansion into investments led to the creation of Madrona Financial Services in 1999. Today, the organization manages wealth through a holistic approach that considers not only financial assets but also time, relationships, and purpose. The team provides tax preparation for various entity types and handles small business accounting through QuickBooks, aiming to make tax season more efficient. Clients can request a conversational wealth analysis or tax prep review to identify potential strategies they may have missed.

Located at 2911 Bond St UC Open Office Lobby, the office sits in a historic part of Everett. It is situated less than a quarter mile from the The Everett Massacre memorial and Ralph the Stevedore Man public artwork. Depot Park and the Forgotten Creek Nature Area are also within a short walk, with the creek itself running nearby. This placement puts the firm in the heart of the city's waterfront district, close to local green spaces and historical sites.

Madrona Financial & CPAs holds a 4.00 rating based on customer reviews. The firm is known for its integrated approach, where tax and investment professionals collaborate to provide a unified strategy for managing wealth. This structure allows clients to address complex financial questions with a single team of experts who understand both the tax implications and the investment opportunities involved in their decisions.

Madrona Financial & CPAs brings a long-standing local presence to Everett, offering coordinated financial and tax guidance that addresses the specific needs of residents and businesses in the region.