Trail CPA
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA firm permit active · WA firm 6600 · Washington State Board of Accountancy (open data pzcu-jpab / 6du3-3h9e)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- None named on its website
Who they say they serve: contractors, real estate (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 2 of 5 core services; CPA license verified with the state board.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Trail CPA | home page | |
| Website | https://www.trailcpa.com/ | home page | |
| Office locality | Kirkland, WA | home page | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +14258968653 | home page | |
| Offers bookkeeping | Documented: Trail CPA Tax | Bookkeeping | Controller & CFO Services Your Financial Path Forward, Backed by Real Expertise Trail... | home page | |
| Catch-up / cleanup | Documented: ...& bank/credit card reconciliations Monthly and quarterly financial reporting Cleanup & historical bookkeeping projects Oversight and support for your internal accounting team... | /services | 5 pts (max 5) |
| AP / AR | Documented: ...historical bookkeeping projects Oversight and support for your internal accounting team Accounts payable & accounts receivable management Custom bookkeeping solutions tailored to... | /services | 4 pts (max 4) |
| Industries served (documented) | contractors, real estate | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Active CPA firm or individual license (state board) | CPA firm permit active · WA firm 6600 · Washington State Board of Accountancy (open data pzcu-jpab / 6du3-3h9e) | State accountancy board Third-party Sep 26, 2026 expires Jun 30, 2028 | 8 pts (max 8) |
| Reporting cadence stated | Documented: ...Services Transaction processing & bank/credit card reconciliations Monthly and quarterly financial reporting Cleanup & historical bookkeeping projects Oversight and support for... | /services | 4 pts (max 4) |
| Named contact / team | Real Expertise Trail, CPA | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy | 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); Payroll coordination (0 pts, max 4); Month-end close + reporting (0 pts, max 6); Software supported (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): 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).
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 2028-06-30. 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
- 21 of 23 evidenced items come from Trail CPA's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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