Business Details
Your Trusted Spokane CPA Partner
Spokane is a full-service accounting firm dedicated to providing comprehensive financial solutions for individuals and businesses in Spokane, WA. With years of experience serving the local community, our team of certified professionals specializes in tax preparation, estate planning, business financial strategies, and QuickBooks support. We prioritize personalized service, combining technical expertise with a deep understanding of our clients' unique needs. Our commitment to excellence is reflected in our tailored financial planning, proactive tax strategies, and dedicated client support. We work closely with business owners, executives, and individuals to navigate complex financial challenges, from IRS representation to succession planning.Our local expertise ensures clients receive practical, actionable advice aligned with regional economic conditions. By maintaining a client-centric approach, we build long-term relationships grounded in trust, transparency, and measurable results. Our services extend beyond traditional accounting to include elder care planning, payroll solutions, and business formation guidance. Through continuous education and adherence to industry best practices, we position ourselves as trusted advisors in both personal and corporate financial management.
Services
Tax Preparation
Estate Planning
QuickBooks Setup
IRS Representation
Payroll Services
Financial Planning
Business Formation
Elder Care Planning
Tax Problem Resolution
QuickBooks Training
Highlights and features
- We offer personalized financial strategies tailored to Spokane's local business environment
- Our team includes certified CPAs with decades of combined industry experience
- We provide comprehensive solutions from tax preparation to business succession planning
- We offer free initial consultations to understand client-specific needs
- We maintain year-round client support for ongoing financial management needs
What people say
Personalized financial strategies
Knowledgeable staff
Effective tax solutions
Local expertise
Comprehensive planning
Services
Tax Preparation
Our tax preparation service ensures accurate and compliant filing for individuals and businesses. We specialize in maximizing deductions while maintaining IRS compliance. Our experienced CPAs handle complex tax situations including multi-state filings and business tax returns. Clients receive proactive advice to optimize their tax position for the current and future years.
Estate Planning
We provide comprehensive estate planning solutions to protect assets and ensure smooth wealth transfer. Our services include wills, trusts, and incapacity planning tailored to individual family needs. We help clients minimize estate taxes while creating legally sound documents that reflect their wishes and provide peace of mind for loved ones.
QuickBooks Setup
Our QuickBooks setup service ensures proper implementation for accurate financial tracking. We configure chart of accounts, import existing data, and customize settings to match business operations. This foundational work enables efficient bookkeeping and provides reliable financial reporting for informed business decisions.
IRS Representation
We offer expert representation for clients facing IRS issues including audits and collection actions. Our team negotiates payment plans, resolves tax liens, and addresses unfiled returns. With deep understanding of tax code, we work to achieve favorable resolutions while protecting client interests throughout the process.
Financial Planning
Our financial planning service creates customized strategies for long-term financial security. We analyze current assets, income, and goals to develop comprehensive plans covering retirement, education funding, and risk management. Ongoing guidance helps clients adapt to changing life circumstances and market conditions.
People
Daniel R. Johnson
CPA, EA
Daniel R. Johnson brings extensive tax expertise to our firm, specializing in complex tax situations and IRS negotiations. With decades of experience in public accounting, he focuses on delivering practical solutions for individuals and businesses facing tax challenges while maintaining strict compliance standards.
Joshua D. Johnson
CPA
Joshua D. Johnson specializes in business accounting and financial planning, helping local businesses optimize their financial operations. His expertise includes QuickBooks implementation, business succession planning, and strategic tax planning to support long-term business growth and owner financial objectives.
Questions
What tax services do you offer for local businesses?
We provide comprehensive business tax services including preparation, planning, and IRS representation. Our team handles payroll tax issues, quarterly filings, and strategic tax reduction strategies tailored to Spokane businesses.
How can QuickBooks help my small business?
QuickBooks streamlines accounting operations through automated bookkeeping, real-time financial reporting, and integrated payroll solutions. Our setup and training services ensure you maximize software benefits while maintaining accurate financial records.
What estate planning documents do I need?
Essential estate planning documents include wills, trusts, power of attorney, and healthcare directives. We help create customized plans that protect assets, specify inheritance wishes, and provide for incapacity planning.
How do you handle IRS tax problems?
We resolve IRS issues through audit representation, payment plan negotiations, and offer in compromise submissions. Our approach focuses on achieving compliant solutions while protecting client interests and financial stability.
Do you offer financial planning for individuals?
Yes, we provide personalized financial planning covering retirement strategies, education savings, and risk management. Our plans adapt to changing life circumstances while maintaining focus on long-term financial goals and security.
