Madrona Financial & CPAs

Everett, WA Website 687 words

Evidence Score 29/100 at 75% evidence coverage 30 of 38 on the Seattle-Tacoma area list How the score works

What we could verify

Registered business?: Not verified
CPA license or firm permit?: CPA firm permit active · WA firm 54745 · Washington State Board of Accountancy (open data pzcu-jpab / 6du3-3h9e)
Publishes prices?: Quote only (stated)
Local or remote?: Local
Software?: None named on its website

Who they say they serve: real estate (self-reported, from the firm's own website)

3 of 5 answered from a dated source.

Documents 0 of 5 core services; CPA license verified with the state board; states it prices by quote.

Score breakdown

Documented services + buyer fit8 of 40 pts, 40 checked

Independently verifiable qualifications8 of 20 pts, 8 checked

Operational + pricing transparency13 of 25 pts, 25 checked

Verified identity + continuity0 of 15 pts, 2 checked

Dark bar: points earned. Grey bar: the weight we could check.

Evidence

Unless a row says otherwise, the source is the named page of Madrona Financial & CPAs's own website (self-reported), read Sep 26, 2026.
Claim	What the source shows	Source	Points
Business name	Madrona Financial & CPAs	home page
Website	https://madronafinancial.com/	home page
Office locality	Everett, WA	home page
Phone	+18446237662	home page
Offers bookkeeping	Documented: ...and custom portfolio. Learn More Planning and Investment Services Tax, Accounting, and Bookkeeping Services Our CPAs work with our advisors so you can be more proactive with your...	home page
Industries served (documented)	real estate	/FAQs	5 pts (max 5)
Local / remote model stated	Local	/tax-services	3 pts (max 3)
Active CPA firm or individual license (state board)	CPA firm permit active · WA firm 54745 · Washington State Board of Accountancy (open data pzcu-jpab / 6du3-3h9e)	State accountancy board Third-party Sep 26, 2026 expires Jun 30, 2029	8 pts (max 8)
Pricing approach published	Quote only (stated): "custom quote"	/tax-services	6 pts (max 6)
Onboarding described	Documented: ...our CPAs as needed. How To Get Started Get your Madrona Wealth Plan in three easy steps Step 1: Let's Talk Click the button “Let's Talk” so we can understand what you want, why you...	home page	4 pts (max 4)
Named contact / team	Bob Bauer, CPA	/about-us	3 pts (max 3)

Checked and not found

Not documented. Checked 6 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Payroll coordination (0 pts, max 4); Month-end close + reporting (0 pts, max 6); Software supported (0 pts, max 5); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).

Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).

Check it yourself on the state's own records: Washington State Board of Accountancy license search and business registry search.

Active CPA firm or individual license (state board): Washington lists an ACTIVE CPA firm permit under this name, expiring 2029-06-30. It does not prove service quality.

Data limitations

20 of 21 evidenced items come from Madrona Financial & CPAs's own website and are labelled self-reported.
No ratings or review counts are published here. Why.

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