Madrona Financial & CPAs

Madrona Financial & CPAs is a financial planner in Everett, Washington, serving individuals, families, small businesses, and real estate investors with comprehensive tax, accounting, and wealth management services. The firm specializes in proactive tax and accounting strategies, retirement planning, estate planning, social security optimization, real estate investment exit strategies, and 1031 exchanges. With a focus on helping clients preserve and grow their wealth, the firm emphasizes a fiduciary standard and holistic financial planning. Serving clients across Snohomish County, Madrona Financial & CPAs maintains a 4.00 rating based on client feedback, reflecting consistent service quality and client satisfaction.

Founded in 1989 by Bob Bauer, CPA, and expanded in 1999 with the addition of Brian Evans, CPA/PFS, the firm evolved from a local accounting practice into a full-service financial and tax advisory team. The company’s approach centers on collaboration among specialized professionals, CPAs, financial advisors, and insurance experts, ensuring clients receive integrated, customized solutions. The firm’s philosophy is rooted in helping clients not only manage their money but also align their financial decisions with broader life goals, including time, purpose, and personal fulfillment. Their services are designed for those seeking clarity beyond basic tax filing, particularly those approaching or in retirement, real estate investors, and high-net-worth individuals.

Located at 2911 Bond St UC Open Office Lobby in Everett, the firm sits just 0.1 miles from Ralph the Stevedore Man, a public artwork, and about 0.2 miles from Depot Park and the Forgotten Creek Nature Area. It is also within a short walk of West Marine View Drive and a brief distance from Forgotten Creek, placing it near natural and cultural landmarks in the city’s urban core.

Madrona Financial & CPAs stands out for its clean, search-engine-friendly website and well-documented presence across online platforms, ensuring clients and search engines can easily access accurate business information. This consistency enhances visibility and trust, particularly in AI-powered and local search results.

By combining decades of experience with a client-centered, team-based approach, Madrona Financial & CPAs helps Everett residents turn financial complexity into clarity, confidence, and long-term security.