Business Details
14 Years
experience
Trusted Financial Planning & Tax Services in Spokane
At Mettler CPA, we are dedicated to improving the financial well-being of seniors and individuals seeking personalized financial guidance. Founded in 2012 by Anne Mettler, a licensed CPA with over a decade of experience, our practice focuses on retirement planning, tax preparation, and fiduciary support tailored to the unique needs of clients over 50. Our expertise extends to navigating complex financial decisions, including estate management, investment counseling, and Social Security claiming strategies.We prioritize transparency, ethical service, and building long-term relationships rooted in trust. By offering in-home consultations, we ensure clients have convenient access to their financial documents while receiving compassionate, commission-free advice. Our commitment to empowering clients through education and proactive planning has established us as a reliable partner in securing financial futures.
Services
Tax Planning
Tax Preparation
Estate Management
Retirement Planning
Investment Counseling
Financial Power of Attorney
Social Security Advice
Inherited IRA Guidance
Estate Asset Distribution
Financial Checkups
Details
- Year established: 2012
Highlights and features
- Specialized expertise in senior financial planning since 2012
- Personalized in-home consultations for convenience
- Transparent, commission-free financial advice
- Deep understanding of retirement tax implications
- Christian values guiding ethical, client-focused service
Services
Tax Planning
Our tax planning services focus on minimizing lifetime tax liabilities through strategic retirement planning, investment advice, and optimization of tax-qualified accounts like IRAs and 401(k)s. We help clients estimate future tax brackets and implement efficient withdrawal strategies to preserve wealth.
Estate Management
We assist families in executing estate plans, including asset distribution, tax compliance, and documentation of inheritances. Our team provides guidance on fiduciary responsibilities and ensures alignment with the deceased's wishes while simplifying complex legal processes.
Retirement Planning
Specializing in pre- and post-retirement financial strategies, we help clients evaluate income needs, investment allocations, and Social Security claiming tactics. Our goal is to ensure sustainable income streams and tax-efficient retirement living.
Financial Power of Attorney
We offer fiduciary services to manage financial affairs for clients facing incapacity, including bill payment, fraud monitoring, and investment oversight. Our approach prioritizes legal compliance and protection against financial exploitation.
Investment Counseling
Our investment counseling addresses asset allocation, risk management, and portfolio optimization tailored to individual goals. We collaborate with clients to align investment strategies with retirement objectives and tax considerations.
People
Anne Mettler
Founder & CPA
Anne Mettler, CPA, founded Mettler CPA in 2012 after a career in engineering management. She holds a Master of Accountancy from Gonzaga University and specializes in senior financial planning, combining technical expertise with compassionate service.
Questions
What services does Mettler CPA offer?
We provide tax planning, retirement advice, estate management, fiduciary support, and investment counseling, focusing on seniors and individuals seeking personalized financial solutions.
How do you assist seniors with financial planning?
We address retirement income strategies, Social Security optimization, and estate planning while offering in-home consultations to simplify document access and decision-making.
What payment methods are accepted?
We accept check or cash payments at the time of service and do not charge hidden fees or commissions on financial products.
Are you accepting new estate management clients?
We are currently not accepting new Personal Representative (Executor) clients but offer other financial planning services.
