Business Details
50+ Years
experience
Trusted Accounting & Wealth Management Services in Moscow, ID
Hayden Ross, PLLC has served the Palouse region since 1938 as a locally owned, independent CPA firm. Our expertise spans tax services, auditing, investment advisory, and wealth management, with a focus on personalized solutions for businesses, individuals, nonprofits, and government entities. We prioritize long-term client relationships through consistent team engagement and a commitment to integrity. Our professionals hold certifications including CPA, CFP, and PFS, ensuring specialized knowledge across financial planning and tax optimization. As early adopters of the AICPA's Private Companies Practice Section, we maintain rigorous quality standards through regular peer reviews.Our dual focus on accounting and wealth management through HRC Wealth Management, LLC allows integrated financial strategies tailored to client goals. With minimal staff turnover, we provide continuity that strengthens our service delivery. Our team's technical proficiency in accounting software and regulatory compliance supports clients from initial consultation through ongoing financial stewardship. This enduring dedication to client-centric service has solidified our reputation as trusted advisors in northern Idaho and eastern Washington.
Services
Tax Services
Auditing
Wealth Management
Estate Planning
Financial Planning
Retirement Planning
Portfolio Management
QuickBooks Assistance
Strategic Tax Planning
Computerized Accounting
Details
- Year established: 1938
Highlights and features
- We offer 85+ years of combined CPA experience in tax and financial planning
- Our team holds specialized certifications including CFP, PFS, and CGMA
- We maintain continuity through long-term staff relationships with clients
- We provide integrated accounting and investment advisory services under one roof
- Our AICPA quality-reviewed processes ensure rigorous professional standards
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
Services
Tax Services
Our CPA team delivers comprehensive tax planning and compliance solutions tailored to individual and business needs. We specialize in minimizing tax liabilities through strategic year-round planning while maintaining full regulatory compliance. With expertise in complex tax scenarios, we provide actionable advice that aligns with long-term financial objectives.
Wealth Management
Through HRC Wealth Management, LLC, we offer integrated wealth management combining investment advisory, estate planning, and risk management. Our fiduciary approach prioritizes client goals with customized portfolio strategies and tax-efficient wealth preservation techniques. Certified professionals ensure coordinated financial planning across all life stages.
Auditing
We conduct thorough financial audits for nonprofits, government entities, and agricultural businesses with AICPA-reviewed quality standards. Our auditors combine technical expertise with industry-specific knowledge to deliver actionable insights that enhance financial transparency and regulatory compliance for complex organizations.
Estate Planning
Our estate planning services coordinate with legal and insurance professionals to create comprehensive wealth transfer strategies. We focus on minimizing estate taxes while aligning plans with clients' personal values and family needs through integrated financial and tax planning approaches.
Financial Planning
We develop personalized financial roadmaps covering retirement strategies, investment allocation, and risk management. Our certified planners use a holistic approach that integrates tax considerations with long-term wealth goals, ensuring adaptable plans that evolve with clients' changing circumstances.
People
Brad Lewis
Managing Partner
CPA/PFS and CFP professional with decades of experience in tax and financial planning. Leads firm strategy while maintaining active client advisory roles. Committed to personalized service and community engagement.
Cade Konen
Partner
CPA and Chartered Global Management Accountant with expertise in business advisory services. Focuses on delivering strategic financial solutions while maintaining the firm's tradition of personalized client relationships.
Eric Kiblen
Wealth Management Advisor
Certified investment advisor specializing in portfolio management and retirement planning. Combines accounting expertise with wealth strategy to create comprehensive financial solutions for individuals and families.
Tony Matson
Partner
Experienced CPA providing audit and consulting services to nonprofit and governmental clients. Maintains focus on regulatory compliance and financial transparency for complex organizations.
Chris Walker
Wealth Management Advisor
CLU, ChFC, and CFP professional with specialized knowledge in advanced financial planning. Develops customized wealth transfer strategies while emphasizing tax-efficient investment management solutions.
Questions
What accounting services do you offer?
We provide tax planning, auditing, financial reporting, estate planning, and QuickBooks support for businesses and individuals.
How does your wealth management service work?
Through HRC Wealth Management, we offer investment advisory, retirement planning, and tax-integrated financial strategies tailored to your goals.
Do you serve clients outside Moscow?
Yes, we serve clients throughout northern Idaho and eastern Washington with personalized financial solutions.
What makes your firm different from other accountants?
Our combination of CPA expertise with in-house wealth management and 85+ years of local experience creates unique integrated financial solutions.
Reviews (4)
Taylored Aesthetics
Dec 26, 2021
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We love this place! Fantastic staff, professional, highly educated and they care about their community!
Kacy Johnston
Nov 19, 2021
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Critical: Professionalism Uncommunicative and rude. I would highly recommend using a different company.
Karl Tyler
Nov 13, 2021
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They have an extremely professional staff that is knowledgeable. I have had nothing but great experiences.
Tara C.
Nov 30, 2020
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Very helpful with a tax issue. I had already moved out of the area and needed advice on and ID related problem. The staff was helpful and I never had to go into the office.