SERVICES

The team you call when you need a strategic partner.

Whether you need an expert to prepare your taxes or guidance on new tax law, our 20+ professionals with over 100 years of combined experience are ready to lead the way. Our holistic approach goes beyond preparing taxes, providing ways to help you find efficiencies, deductions, and plan for a stronger future.

All Services

Cascadia Advisors delivers innovative and proactive accounting solutions that are specific to each client’s needs. Whether providing business advisory services to a resort or winery, stepping in as CFO for a nonprofit agency or medical practice, walking a client through an IRS problem or complex tax issue, assisting a family to plan and prepare their estate/trust taxes, our experts use their insight and in-depth knowledge to help you succeed.

When you become a client of ours, an entire office and ecosystem of talent is at your disposal. Below you’ll find a list of all of the services we offer at Wicks Emmett.


Assurance Services
  • Audits
  • Reviews
  • Compilation
  • Agreed Upon Procedures
  • Financial Forecasts and Projections
  • Business Energy Tax Credit Certifications
  • Personal Financial Statements
  • Compliance Audits
  • Internal Control Reviews

Having clarity and confidence in your financial reporting helps you build trust with stakeholders and meet regulatory requirements. Our experienced professionals can conduct thorough and objective evaluations of your financial statements, systems, and processes to ensure accuracy, transparency, and compliance. From audits to reviews, financial forecasts to financial statements, Cascadia Advisors delivers high-quality, trusted results tailored to your organiation’s needs.

Having accurate, up-to-date financial records simplifies decision-making and provides an accurate outlook for your business. Our team of experienced professionals handles everything from tracking daily transactions to reconciling accounts so you can focus on running your business. With customized solutions tailored to meet your unique needs, we offer seamless integration with your preferred software and tools. Whether you’re a small business or a growing enterprise, Cascadia Advisors’ meticulous approach helps you maintain a clear financial picture, saving time and reducing stress.

  • Controllership Services
  • Accounting System Set Up and Design
  • Internal Control Set Up and Design
  • Retirement Plan Set Up and Design
  • Employee Pension and Profit Sharing Plan Accounting and Administration
  • Employee Benefit Plan Administration
  • Entity Selection and Restructuring
  • Business Ownership Transition Planning
  • Cash Flow and Budgeting Analysis
  • Debt and Finance Advising
  • Business Mergers, Acquisitions and Sales
  • Lease vs. Purchase Analysis
  • Business Valuations
  • Litigation Support
  • Forensic Accounting
  • Fraud Examinations
  • Estate Planning Services
  • Estate Tax Preparation
  • Trust Management and Accounting
  • Trust Tax Preparation
Payroll

Cascadia Advisors’ payroll services streamline your business operations, ensuring accurate, on-time payments while maintaining compliance with tax regulations. Our customizable solutions adapt to businesses of all sizes, offering seamless integration with your existing systems. Experience peace of mind with our dedicated support team, ready to address any payroll-related questions or challenges.

  • Retirement Plan Choices
  • Retirement Plan Design
  • Personal Financial Planning
  • College Funding Planning
  • Tax Management and Planning
  • Tax Preparation
  • IRS and State Tax Representation
  • Tax Dispute Resolution and Offers In Compromise
  • International Taxation

From annual planning to final preparation, our team of tax professionals is here for you. Our hands-on, wholistic approach with our clients keeps your business and unique challenges at the forefront, so that when it comes times to file your taxes there are no surprises.

Let's talk shop

Whether you need tax support or business insights, we’re here to help.

Contact us
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