What’s Better Than Just a Spokane Estate Planning Attorney?

CPAs Who Can Save You Up to 39.9% of Your Entire Net Worth

We marry our CPA firm in Spokane with estate planning attorneys to ensure a simple transition for your family and a legacy of wealth.

Serving the greater Spokane area’s 403,043 residents and 28,000 businesses spanning Millwood, Liberty Lake, Fairwood, and beyond for all of your Spokane small business accounting needs.

Avoid Giving 40% of Your Net Worth to the Government

We get it…

It may not feel comfortable to talk about things that could go wrong in our lives. And since it’s “not important today,” it’s easy to push it off. But poor/no estate planning could cost your family up to 40% in taxes when your wealth transfers to them after you pass on.

Our CPA firm works with Spokane estate planning attorneys to help you plan for:

Death
Divorce
Retirement
Partnership Dissolvement
Special Needs

That’s why we specialize in estate planning, wealth transfer advisory and tax planning, helping you and your family to retain the maximum amount of your net worth.

We’re the Perfect Estate Planning Financial Advisors
for You, If You…

Need a Plan

If you don’t have an estate plan (or your plan is outdated), 40% of your money/assets will likely end up in the government’s hands.

Want Peace of Mind

You want to know that your assets, business, and family will be taken care of if anything should happen to you.

Aspire to Leave a Legacy

You want to preserve your assets and set things up for your heirs so everything you’ve worked for is sustained for generations.

«For a small investment today in estate planning services, we could save you up to 39.9% in tax liability when your assets transfer to your loved ones, ensuring an abundant future for your family and giving you peace of mind and a legacy-driven purpose today.»

Trusted by Spokane Business Owners

“They were quick to get back to us and set up an in person appointment to discuss final taxes on an estate. The office was professional and in a great easy to get location.”

Doddie Dunbar

“We have had our taxes done here for many years. They have always been professional and provided excellent customer service.”

Rhiannon O'Brien

“Tim is wonderful. Easy to work with and very thorough, saving me money on my business taxes. I wouldn't use anyone else.”

Tessie Adams

CPAs With a Passion for Estate Planning

Established in 1964 in Portland’s Hollywood district, this firm already offered extraordinary tax planning services. Since then, I have evolved our company beyond the typical Spokane accounting firm to include estate planning and wealth advisory because I wanted to take care of my family’s legacy wealth and help others do the same.

Over the years, clients have passed away and I’ve seen the disaster it creates for those who don’t have a plan in place. I truly want better for you and your family.

I know what good estate planning looks like for a bereaved family. It takes unnecessary stress off their plate and leaves them in a very good situation for decades.

On behalf of my family and our amazing team at Downing & Co, I look forward to working with you so you can save in taxes today and ensure your legacy for the future.

Tim Downing, CPA, Oregon | Downing & Co. Managing Principal

Our 5 Phases of
Proactive Planning

Proprietary Client Interview

Customized Proactive Action Plan

Wide Access to Experts

Implementation

Regular
Check Ins

Your Comprehensive
Estate Planning Services

Meet Your Spokane CPA Team

Tim Downing, CPA, Oregon

Managing Principal

Jeannie Ryall, EA

Tax Manager

Dachelle Hattan

Tax Accountant

Lee Schwartz

Advanced Planning Team Lead

Shirley McArthur

Office Manager

4 Reasons to Work With Our Spokane Tax Accountants

1 Results-Focused

Your results are our success; that’s why it’s our number one priority. We design our work to generate at least a 3x ROI, and in most cases, we hit 10x. You can count on us to work hard for you and your money.

2 Proactive Advisors

Most accountants wait for you to come to them when you need something. Instead, we will proactively guide you to ensure your net worth is protected today and in the future for your family.

3 Work Holistically

Our comprehensive range of small business accounting services ensures you get convenient access to all the experts you need, including tax planning, risk mitigation, wealth management, legal services, and business advisory.

4 CPAs Who Care

We’ve replaced stale formalities and technical jargon with down-to-earth, conversational relations. Our clients become friends. Many of our friends (clients) work with us for decades and become family. Our close friendly relationship is what we love most about our work.

Book a Free
Consultation

We’ll start your journey through our proprietary client interview process to review your unique situation and develop actionable recommendations that meet or exceed your tax, bookkeeping, estate, or wealth planning needs quickly and conveniently.

Fixed Fee

No Surprises
Guarantee

We believe in full transparency and respect, which is why we offer a fixed fee for our accounting and bookkeeping services.

Yes, We Offer Small Business Accounting in Spokane, Washington

Spokane Valley, WA
Post Falls, ID
Coeur d’Alene, ID Pullman, WA
Moscow, ID
Lewiston, ID
Cheney, WA
Hayden, ID
Rathdrum, ID
Sandpoint, ID
Walla Walla, WA
Moses Lake, WA
Liberty Lake, WA
Airway Heights, WA
West Richland, WA
Richland, WA
Pasco, WA
Kennewick, WA
Yakima, WA
Ellensburg, WA
Wenatchee, WA
Missoula, MT
Kalispell, MT
East Wenatchee, WA
Veradale, WA
Medical Lake, WA
Colville, WA
Deer Park, WA
Davenport, WA
Newport, WA

Adams Asotin Benton Chelan Clallam Clark Columbia Cowlitz Douglas Ferry Franklin Garfield Grant Grays Harbor Island Jefferson King Kitsap Kittitas Klickitat Lewis Lincoln Mason Okanogan Pacific Pend Oreille Pierce San Juan Skagit Skamania

Spokane Small Business Accountants is near Riverfront Park which is close to Mead, Liberty Lakes, and Greenacres. Manito Park, Spokane Arena, and Avista Stadium are also nearby.

FAQs

What is the most common form of estate planning?

The most common form of estate planning is creating a will. A will outlines how assets should be distributed after death, ensuring beneficiaries receive their intended inheritance. It also allows individuals to appoint guardians for minors, designate executors, and minimize potential disputes or legal complications in estate distribution.

What is the objective of estate planning?

The objective of estate planning is to ensure the efficient transfer of assets, minimize taxes, and protect beneficiaries. It helps individuals manage their wealth, designate heirs, avoid legal complications, and provide financial security for loved ones while ensuring their wishes are carried out after their passing.

Why do we need an estate plan in Spokane?

An estate plan in Spokane ensures your assets are distributed according to your wishes, minimizes probate delays, reduces taxes, and protects your loved ones. It also designates guardians for minors, establishes healthcare directives, and prevents legal disputes, providing financial security and peace of mind for your family’s future.

What are the common misconceptions regarding estate planning?

Common misconceptions about estate planning include thinking it’s only for the wealthy, that a will alone is enough, or that it’s only needed later in life. Many also believe estate planning only covers asset distribution, ignoring critical aspects like healthcare directives, tax strategies, and guardianship designations.

1 Fun And 1 Interesting Fact About Spokane!

Spokane is notable for being the birthplace of Father’s Day, celebrated since 1910 after local Sonora Smart Dodd advocated for a day to honor fathers like her own, who raised six children as a single parent. The city is also renowned for its beautiful Spokane Falls, a scenic waterfall located in the heart of downtown Spokane, which plays a central role in the city’s identity and is a highlight of the area’s extensive outdoor activities.

Spokane Small Business Accounting Resources

Washington Association of Accounting & Tax Professionals

PO Box 13579
Spokane Valley, WA 99213

(509) 993-2307

Spokane County Auditor’s Office

1116 W Broadway Ave
Spokane, WA 99260

(509) 477-2270

Washington Society of Certified Public Accountants

170 120th Ave
NE Ste E101
Bellevue, WA 98005 97204

(425) 644-4800

What is the Washington Association of Accounting and Tax Professionals?

The Washington Association of Accounting and Tax Professionals (WAATP) is a professional organization dedicated to supporting accountants and tax professionals in Washington state. WAATP offers its members educational resources, networking opportunities, and professional development workshops to enhance their skills and knowledge in the field of accounting and taxation. The association also provides legislative advocacy and updates on regulatory changes affecting the accounting profession. By fostering a community of knowledgeable and ethical professionals, WAATP aims to improve the quality of accounting and tax services in Washington.

What is the Washington Board of Accountancy?

The Washington State Board of Accountancy is a regulatory body that governs the accounting profession in Washington State. It is responsible for licensing and regulating Certified Public Accountants (CPAs) and CPA firms to ensure compliance with state laws and professional standards. The Board oversees the examination process for CPA candidates, maintains standards for continuing professional education, and enforces ethical practices among its licensees. By doing so, it protects the public by ensuring that accounting services are provided by qualified and ethical professionals. The Board also handles complaints and disciplinary actions to uphold the integrity of the accounting profession.

Spokane, Washington Local Resources

Small Business Accountant
Spokane

367 E 9th Ave
Spokane, WA 99202

(509) 255-7466

Spokane Valley Chamber of Commerce

10808 E Sprague Ave
Spokane Valley, WA 99206

(509) 924-4994

Spokane Office of Finance

808 W. Spokane Falls Blvd.
Spokane, WA 99201

(509) 625-6820

Spokane IRS Taxpayer Assistance Center

920 W Riverside Ave
Spokane, WA 99201

(844) 545-5640

Spokane Police Department

1100 W Mallon Ave
Spokane, WA 99260

(509) 625-4100

City of Spokane

808 W Spokane Falls Blvd
Spokane, WA 99201

(509) 755-2489

Top Companies in Spokane, Washington

Avista Corporation

1411 E Mission Ave
Spokane, WA 99202

(800) 227-9187

PotlatchDeltic Corporation

601 W Riverside Ave #1100
Spokane, WA 99201

(509) 835-1500

Rosauers Supermarkets

1815 W Garland Ave
Spokane, WA 99205

(509) 326-8900

Red Lion Hotels Corporation

201 W North River Dr #100
Spokane, WA 99201

(509) 459-6100

Cowles Company

999 W Riverside Ave
Spokane, WA 99201

(509) 459-5220

Washington Trust Bank

717 W Sprague Ave
Spokane, WA 99201

(509) 353-3865

More About Small Business Accounting in Spokane, Washington

Spokane, nestled in the scenic Inland Northwest, stands as Washington State’s second-largest city, boasting a population of approximately 220,000 residents. This diverse community reflects a rich tapestry of demographics, encompassing a blend of young professionals, families, and retirees. With a median age of around 35 years old, Spokane’s population enjoys a balance of urban amenities and natural beauty, drawing people from various cultural backgrounds to call it home. The city’s demographics showcase a mix of Caucasian, Hispanic, Native American, and other ethnic groups, contributing to its vibrant and inclusive atmosphere.

Residents of Spokane revel in its abundance of outdoor recreation opportunities, cultural events, and thriving local businesses. From hiking in Riverside State Park to exploring the vibrant downtown arts scene, there’s something for everyone in this bustling city. With a strong sense of community and a dedication to progress, Spokane continues to evolve while maintaining its small-town charm, making it a beloved destination for both residents and visitors alike.

Small business accounting in Spokane thrives within a supportive ecosystem, where local entrepreneurs can access a range of accounting services tailored to their needs. With a bustling entrepreneurial spirit, Spokane offers numerous accounting firms and professionals equipped to navigate the intricacies of financial management. From bookkeeping and payroll processing to tax planning and financial analysis, these services empower small business owners to focus on their core operations while ensuring compliance and financial health.

Organizations such as the Spokane Small Business Development Center play a pivotal role in supporting the city’s small business community by providing resources and guidance on accounting best practices. Through workshops, counseling sessions, and educational programs, entrepreneurs gain invaluable insights into managing their finances effectively and maximizing profitability. As Spokane continues to foster an environment conducive to business growth and innovation, small business accounting remains a cornerstone of success for the city’s vibrant economic landscape.

Downing & Co works with businesses and high-networth individuals to minimize their taxes and grow their bottom line, while building and preserving their legacy. Offering tax planning, accounting services, estate planning, and wealth management services in the greater Spokane area, we work holistically and proactively for you. Our clients love our quick response time, fixed fees, friendly advisors, and our creative, results-focused approach.