WHAT WE DO

ACCOUNTING SERVICES

We are committed to excellence. To further enhance this commitment, we elected to become a member of the Private Companies Practice Section (PCPS) of the American Institute of Certified Public Accountants (AICPA) division of CPA firms.

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We offer complete full or part-time bookkeeping services. We can also help you lower you day-to-day business operations costs by helping with your business payroll and quarterly taxes so you can concentrate on your business.

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Our team of Certified QuickBooks® ProAdvisors can assist you with not only the initial set-up, but can also ensure that you are receiving the most benefits and savings available from this program.

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Every business is different. That is why we custom build your financial model, working side-by-side with you at a fraction of the cost of a full-time CFO. Let us show you the benefit our part-time CFO can provide your business! 

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TAX SERVICES

Personalized service is the key to an effective working relationship. Each client is unique. Each requires individual attention and understanding. We continually improve and expand our team, expertise, facilities and programs to keep pace with our clients’ requirements and to anticipate their future needs.

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INDIVIDUALS

We stay up-to-date on ever-changing tax laws and legislation so you don’t have to, and it is our standard practice to explore every option for reducing your tax liabilities.

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We will work side-by-side with you to develop a transition plan that makes sense for your unique situation, including preserving wealth for your future needs or for distribution to loved ones or charities.

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Our advisers to work closely with you and them to quickly assess and provide factual accounting for child support, spousal maintenance, business valuations or distribution of assets.

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Our specially trained IRS representative will work with you to collect all the needed information and communicate with the tax authorities on your behalf.

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BUSINESSES

Draw on the experience of our team, which specializes in planning transitions involving complex partnerships and family relationships.We’ll help you navigate through your options to best meet your transition goals.

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Our skilled and experienced valuation experts have more than 25 years of experience helping businesses understand their worth. We can assist you through this process and help you resolve your key businesses worth issues.

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We deliver audit and accounting services and provide you with constructive solutions for your business. While an audit or review is an intensive examination of your company’s systems and records, we go beyond the numbers to look for areas where you can maximize your company’s profitability and efficiency.

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We have accountants with extensive experience in, and a deep understanding of, the financial intricacies involved in litigation. These respected accountants frequently develop detailed financial valuations and present reports and testimony in court.

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We can offer extensive transaction experience, in-depth market intelligence and proprietary information relevant to your new business. Our team of accredited and experienced experts will guide and assist your efforts in starting a new business.

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FINANCIAL SERVICES

Put our Avantax Wealth Management Approach to work for you through our 8-point framework to wealth management and our unique expertise in using tax information to guide investment decisions, we are focused on helping you keep more of what's yours - and, in the end, better aligning you to achieve your lifelong goals.

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By leveraging tax and financial advisory experience, Landmark Financial will help ensure your wealth management plan is operating in a tax-optimized manner. This includes making sure that you don’t pay a penny more than the law requires in taxes, and looking for ways to reduce current and future tax burdens

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Whatever your vision of retirement is, diligent and ongoing planning and goal setting are necessary for your retirement to live up to your expectations. Landmark Financial will help you make the most of your employer-sponsored plans, IRAs and other retirement vehicles to make sure your income is sustained during the time when you reward yourself for years of hard work.

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Many people find the investment planning process to be intimidating, and will often not review investment strategy as often as their lives change. As life and goals change, your investment strategy may need to change. Landmark Financial will continually review your asset allocation needs, help you understand your risk tolerance, and recommend the appropriate investment vehicles to help you protect your wealth and reach your goals.

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Considering that education costs increase significantly each year, your children’s education – as well as your current and future lifestyles – depend on the wealth you build up now. It is important to regularly review your specific goals, and actively plan for education costs.

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Illness and injury can happen to anyone. In fact, a person has a one in four chance of becoming severely ill or disabled. If you’ve planned for this possibility, when was the last time you reviewed your plan and does it take into account recent life events? As life changes, so do your insurance needs and necessary strategies to protect your lifestyle and your family who are dependent on your income.

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Asset and income protection include strategies to shield assets from illness, taxation, and frivolous claims from third parties. Successfully planning for these potential events cannot be overstated, considering the effect they can have on your overall plan.

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Business owners have countless daily demands on their time. Additionally, they must save for retirement and plan for what will happen to the business when the owner retires. Whether it’s a buy-sell agreement between owners or an income preservation plan for your loved ones, Landmark Financial offers comprehensive support for complex business planning needs.

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Designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Successfully planning the transfer of your wealth is critical to fulfilling the promises you’ve made in your life. Landmark Financial will work to minimize income and estate taxes and help maximize the financial opportunities you provide to your heirs and chosen beneficiaries. The goal is to help you leave behind the legacy you desire.

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Any event that forces dramatic and sweeping changes, such as marriage, divorce, birth, death or a large inheritance, is considered a special situation. These events can affect your estate plans and investment strategies. Landmark Financial will guide you through these situations to make sure you are prepared.

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Assisting our clients on their path to success

Our focus is the businesses and industries that are the foundation of North Central Washington. Founded in 1988, we have established a reputation of doing great work for our clients, and we have since become the predominant accounting and consulting services group in North Central Washington.

Nonprofit & Government

Nonprofit & Goverment

We have proud history of serving NCW’s government and not-for-profits, including many religious, social service and other institutes and charitable organizations. Our experts offer specialized services to assist you in lowering costs and streamlining your operations.

 
Our Experts

+ Kristine Loomis, CPA, CVA

+ Sean M. Patton, CPA

Agriculture

Agriculture

We have supported farmers and orchardists for over 50 years, and we are constantly digging and working to maximize tax deductions for equipment, land and crops. We continue to research and improve our knowledge of tax benefits and deductions so that you can concentrate on your crops.

 
Our Experts

+ Steven M. Neher, CPA

+ Timothy M. Dilley, CPA

+ Sean M. Patton, CPA

Construction

Construction

Whether you’re a small contractor or a multi-million dollar lumber company, we have the knowledge and experience to ensure you are receiving every credit and tax break available. We work with many multi-generational contracting companies, which means we know what it’s like to work with families in business.

 
 
Our Experts

+ Kristine Loomis, CPA, CVA

+ Sean M. Patton, CPA

Manufacturing & Distribution

Manufacturing & Distribution

Our priority is to provide accounting methods and financial solutions that help you effectively track inventory, maximize cash flow and keep your tax costs at their lowest. Our Professionals know that financial and internal controls are key to your accounting and business.

 
Our Experts

+ Steven M. Neher, CPA

+ Timonthy M. Dilley, CPA

+ Kristine Loomis, CPA, CVA

Healthcare

Healthcare

We provide a variety of accounting and financial management services to dental, medical & healthcare professionals. We offer sound financial advice and options for your practice. Our devotion to your practice is designed to save you time and money so you can focus on your practice.

 
Our Experts

+ Kristine Loomis, CPA, CVA

Professionals

Professionals

Our professional client base includes lawyers, architects, web designers and physicians. A few services we can provide: CFO for Hire, Business Valuation & Financing, Business Transition Planning

 
Our Experts

+ Timothy M. Dilley, CPA

+ Kristine Loomis, CPA, CVA

+ Sean M. Patton, CPA

Real Estae

Real Esate

We are trusted advisors to real estate entrepreneurs and institutions nationwide. Our accounting services are designed to help resolve the issues you face during acquisition, development, holding and selling by providing sophisticated strategies and services.

 
Our Experts

+ Timothy M. Dilley, CPA

+ Kristine Loomis, CPA, CVA

Retail & Hospitality

Retail & Hospitality

Our professionals help you find solutions for tracking inventory, scheduling employees and staying on top of changing laws. We are experienced with QuickBooks® Point-of-Sale (POS), an excellent tool for retailers to record sales and inventory.

 
Our Experts

+ Steven M. Neher, CPA

+ Kristine Loomis, CPA, CVA

+ Sean M. Patton, CPA

Vineyards & Wineries

Vineyards & Wineries

Having worked closely with vineyards since 1989, we have developed a deep knowledge of wine costing and inventory valuation. We follow the industry and market trends so you can concentrate on your harvests.

 
Our Experts

+ Kristine Loomis, CPA, CVA

+ Sean M. Patton, CPA

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(509) 663-1661  - Wenatchee
(800) 767-7725  - Toll Free

(509) 662-5678
Fax Number

175 E Penny Rd #1
Wenatchee, WA 98801

P.O. Box 3068
Wenatchee, WA 98807-3068

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Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory ServicesSM,Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 972-870-6000.

Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services.SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Insurance services offered through an Avantax affiliated insurance agency. Method 10® is property of Avantax Wealth Management.SM All rights reserved 2020. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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