Business Details
50+ Years
experience
Trusted Accounting & Wealth Management in Moscow, ID
Founded in 1938, Hayden Ross is a locally owned, independent CPA firm headquartered in Moscow, Idaho. Our team of certified public accountants and financial planners provides personalized accounting, tax, auditing, and wealth management services to businesses, individuals, nonprofits, and government entities across northern Idaho and eastern Washington. We prioritize long-term client relationships, maintaining continuity through a stable team of professionals committed to integrity and expertise.As one of Idahos first firms to join the AICPAs Private Companies Practice Section, we uphold rigorous quality standards through regular peer reviews. Our dual affiliation with HRC Wealth Management enables holistic financial planning, integrating tax strategies with investment advisory services to address clients evolving needs while emphasizing transparency and community stewardship.
Services
Tax Services
Audit Services
Wealth Management
Estate Planning
Financial Planning
QuickBooks Assistance
Payroll Services
Investment Advisory
Retirement Planning
State Tax Filings
Details
- Year established: 1938
Highlights and features
- We have served clients continuously since 1938, combining deep local knowledge with technical expertise.
- Our team includes CPAs and CFPs who offer integrated tax and financial planning solutions.
- We maintain low staff turnover to ensure consistent, personalized client relationships.
- Our quality processes are validated through AICPA-conducted peer reviews.
- We specialize in tailored estate planning and investment advisory services through HRC Wealth Management.
Associations and certifications
- AICPA Private Companies Practice Section (PCPS)
Services
Tax Services
Hayden Ross offers comprehensive tax planning and compliance services, leveraging CPAs expertise to minimize liabilities and maximize savings. Our team develops customized strategies for individuals and businesses, ensuring adherence to federal and state regulations while aligning with long-term financial goals. By collaborating with HRC Wealth Management, we integrate tax insights into broader wealth management frameworks.
Wealth Management
Through HRC Wealth Management, we provide independent investment advisory services focused on asset allocation, risk management, and retirement planning. Our holistic approach combines tax-efficient strategies with personalized financial planning to address clients unique objectives. The team works closely with CPAs to ensure seamless integration of wealth and tax strategies.
Audit Services
Hayden Ross specializes in audits for nonprofits, government entities, and agricultural businesses, emphasizing transparency and regulatory compliance. Our experienced audit team conducts thorough assessments to enhance financial accuracy and operational efficiency, adhering to AICPA standards through continuous quality control reviews.
Estate Planning
We coordinate estate planning with legal and insurance professionals to create tailored solutions that reduce tax burdens and protect assets. Our CPAs and CFPs develop strategies aligned with clients inheritance goals, ensuring seamless wealth transfer while addressing complex regulatory requirements.
Financial Planning
Hayden Ross offers personalized financial and retirement planning, focusing on long-term security and goal achievement. Our team evaluates clients financial landscapes to craft strategies encompassing tax optimization, investment growth, and risk mitigation across individual and business contexts.
People
Brad Lewis
Managing Partner
Brad Lewis leads Hayden Ross with expertise in accounting and wealth management, holding CPA/PFS and CFP certifications. He ensures the firms commitment to quality and client-centric service.
Cade Konen
Partner
Cade Konen, a CPA and CGMA, contributes extensive accounting knowledge, focusing on delivering strategic solutions tailored to clients' financial and business needs.
Eric Kiblen
Wealth Management Advisor
Eric Kiblen specializes in wealth management, integrating investment strategies with tax planning to help clients achieve financial goals through personalized advisory services.
Tony Matson
Partner
Tony Matson, a CPA, provides expert accounting services with a focus on client collaboration, ensuring solutions meet both current and future financial objectives.
Jennifer Clark
Partner
Jennifer Clark combines CPA expertise with a commitment to client education, delivering tailored financial planning and tax advisory services to support client success.
Questions
What services does Hayden Ross offer?
Hayden Ross provides accounting, auditing, tax planning, and wealth management services, including estate and retirement planning, through HRC Wealth Management.
How is Hayden Ross different from other firms?
Our CPAs and CFPs collaborate with HRC Wealth Management to deliver integrated financial solutions tailored to clients' long-term goals.
Which areas do you serve?
We serve clients in northern Idaho and eastern Washington, focusing on local business and community needs.
