Kristine S. Loomis, CPA

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Kris-Loomis Broker Check

Kristine S. Loomis

CPA

About

With a wide range of practical application experiences to draw from, Kris offers ‘turn-key’ solutions in multiple business arenas. Kris began her professional career managing an EPA certified drinking water quality laboratory in Boise, Idaho and relocated to Wenatchee in 1994 to become Operations Manager for an internet service provider. The company rapidly expanded and the company went public in 1996. In 1997 Kris formed a management consulting practice working primarily with high growth and start-up companies on their planning and finance aspects.

She joined Cordell, Neher & Company, PLLC in the Leavenworth office to assist in the expansion of their consulting practice and transferred to the Wenatchee office in May 2003. She continues to build on her consulting background and work in the litigation services division.

When not spending time supporting the community, Kris enjoys spending time creating incredible dishes for family and friends, sharing her home and being outdoors as much as possible.

Areas of Practice

Tax Services

  • Tax Preparation & Planning
  • Divorce Valuation Services
  • Business Transition Planning
  • Business Valuation & Financing
  • Litigation & Expert Witness
  • New Business Consulting

Financial Services

  • Tax-Smart Investment Strategies
  • Retirement Planning
  • Asset Management
  • Income Protection & Asset Preservation
  • Saving for Education
  • Corporate Retirement Plans
  • Debt Management

Experience

  • Construction
  • Healthcare
  • Professionals
  • Retail  & Hospitality
  • Vineyards & Wineries

Education

  • Certified Public Accountant
  • Certified Valuation Analyst
  • City University, Master’s – Business Administration, w/concentration in Finance
  • Northwest Nazarene University, B.S. – Biology

Community

  • Confluence Health, Board of Directors
  • Supporters of the Center, Inc., Past President
  • Wenatchee Festival of Trees, Former Treasurer
  • Wenatchee Sunrise Rotary, Member and Past Board Member

Associations

  • American Institute of CPAs, Member
  • Washington Society of CPAs, Member
  • National Association of Certified Valuation Analysts, Member

Contact

ARTICLES BY KRISTINE S. LOOMIS

Kris Loomis designated as Champion Partner of CNC Financial

October 2, 2020

For immediate release: October 7, 2020 For more information, please contact: Adelae Winters, (509) 663-1661 Cordell, Neher & Co. designates Champion Partner Wenatchee, WA – Kris Loomis, Managing Partner of … Read More

The Impacts of COVID-19

August 17, 2020

Kris Loomis, CPA, CVA, Managing Principal Cordell, Neher and Company, PLLC When asked if we would share how COVID-19 has affected Cordell, Neher & Co., PLLC, I took the opportunity … Read More

CNC’s Response to COVID-19

March 17, 2020

Dear CNC Clients, As the coronavirus (COVID-19) continues to spread throughout the United States, we want take a moment to let you know what we are doing as a firm … Read More

Succeed at Succession by Building Your Internal Bench

May 1, 2018

Kris Loomis By Kristine Loomis, CPA, CVA, Cordell, Neher & Company, PLLC Wenatchee Certified Public Accountant Succession planning is defined as the process in which an organization ensures employees are … Read More

Cordell, Neher & Company, PLLC Principal Attends Training

January 29, 2018

Kris Loomis Wenatchee, WA.- Kris Loomis, CPA, CVA, Managing Principal of Cordell, Neher & Company, PLLC has recently returned from a two-day training at the Virginia Mason Institute in Seattle. … Read More

Philanthropy and Millennials

December 15, 2017

Kris Loomis By Kristine Loomis, CPA, CVA, Cordell, Neher & Company, PLLC, Wenatchee Certified Public Accountant December is a month where many focus on charitable giving as they look for … Read More

Identity Theft and Your Tax Return

February 11, 2016

By Kristine Loomis, CPA, CVA Daily we hear about a new data breach exposing personal credit and financial information. Last Spring even the IRS was “hacked.” They announced their “Get … Read More

Affordable Care Act Worksheet & Resource Article

February 11, 2016

Affordable Care Act Worksheet We know that the Affordable Care Act (“ACA”) is confusing and it may be difficult to understand how it affects you and/or your business. To offer … Read More

We’re Sponsoring an Entrepreneurial Panel

November 3, 2015

We’re proud to be a sponsor for an upcoming Entrepreneurial Panel on Nov. 19, 2015 at the Confluence Technology Center in Wenatchee. See below for more details. We hope you’ll join … Read More

Identify Theft – by Kristine Loomis, CPA, CVA

September 21, 2015

By Kristine Loomis, CPA, CVA, Wenatchee Certified Public Accountant; in collaboration with Accountants: Amanda Stephens, Accountant and Nathan Harmon Identity Theft – Protecting Yourself and Recovering from Tax Return Fraud … Read More

Kristine S. Loomis, CPA, CVA named New Managing Partner of Cordell, Neher & Company, PLLC

October 5, 2013

Kristine S. Loomis, CPA, CVA was named the new Managing Partner of Cordell, Neher & Company, PLLC as of October 1, 2013. Speaking to the change, Kris states, “I am … Read More

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