Kyle Meissner, CPA
Wealth Advisor, Member
Kyle Meissner is a certified public accountant and member of the firm. Kyle takes great pride in working with business owners by helping them start and grow their businesses. Above all, Kyle enjoys helping business owners solve their financial problems by helping lessen clients’ tax exposure, avoid audits and be a sounding board to help guide clients through the challenging and good times.
Kyle grew up in Lynwood, Washington, and attended Western Washington University, earning a bachelor’s degree in accounting. He holds his CPA designation and is registered to sell financial securities and insurance. He is also a member of the American Institute of CPAs and the Washington Society of CPAs. Kyle’s areas of expertise are in real estate, estates & trusts and small businesses.
Kyle is involved in the Wenatchee Confluence Rotary and sits on the Chelan-Douglas Child Services Agency board. He enjoys boating and camping outdoors in North Central Washington during his free time.
Areas of Practice:
Tax Services
- Tax Preparation & Planning
- Estates & Trusts
- IRS Representation
- Business Transition Planning
- Litigation & Expert Witness
- New Business Consulting
Financial Services
- Tax-Smart Investment Strategies
- Retirement Planning
- Corporate Retirement Plans
Experience
- Agriculture
- Construction
- Manufacturing & Distribution
- Healthcare
- Professionals
- Real Estate
- Retail & Hospitality
- Vineyards & Wineries
Education
- Certified Public Accountant
- Wester Washington University – B.A. – Accounting
Community
Comming Soon...
Associations
- American Institute of CPAs, Member
- Washington Society of CPAs, Member