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← Back to Top 41 Bookkeepers in the Seattle-Tacoma Area, WA (2026)Madrona Financial & CPAs
Evidence Score 37/100 at 83% evidence coverage 22 of 41 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; IRS preparer record found for a named person; states it prices by quote.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| 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) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Tara Francis · CPA (self-reported to the IRS, not a state license) · business name on the record: Madrona Financial & CPA's | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| 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) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Oct 3, 2026 | 2 pts (max 2) |
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); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
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.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Tara Francis under the business name 'Madrona Financial & CPA's' in Everett, WA. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 23 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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