Wayne Vinson, CPA
(509) 443-4262
Specialties: Individual, small businesses, and non-profits. Bookkeeping and accounting.
01 Trusted Network
Recommended Partners
Retirement planning doesn't happen in a vacuum. That's why we've built relationships with trusted professionals in the Spokane area who specialize in areas that matter most to our clients, like estate law, tax planning, long-term care, insurance, and more.
CPAs & Tax Advisors
Dave Teague
(509) 992-3012
Specialties: Complicated individual tax returns.
Ryan Fievez
(509) 325-5371
Specialties: Tax returns and planning for small businesses.
Jared Smith
(509) 315-3533
Specialties: Tax prep and bookkeeping.
We refer clients to the professionals above when a planning decision sits outside our lane: a complex tax return, a revocable living trust, a long-term care policy review, or a property insurance question on an inherited home. We don't accept referral fees from anyone on this list and our work is never bundled with theirs; the relationships exist because we trust the quality of their work and the way they treat clients. If you're already working with a CPA, estate attorney, or other specialist you'd like us to coordinate with, we're happy to bring them into the conversation rather than push you toward someone new.