About our Firm
Our people are what makes our firm unique. Each member brings excellent knowledge and experience in a wide range of financial products and services. We have extensive backgrounds in banking, investments, and insurance. This broad knowledge base and experience allows us to review our client's business or personal financial situation which enables us to provide the necessary guidance that our client's require. Our assistance helps clients mitigate risks and grasp opportunities to drive future growth.
Our Mission
Our mission is to work in partnership with our clients to ensure their long-term success.
Our Team
Daniel J. Tompkins, MBA, CPA
dan@tompkinsassociatescpa.com
Dan started Tompkins & Associates in 1986 and has been working in the Public Accounting field for almost three decades. Dan received his accounting degree from Eastern Washington University in 1980 and went to work for LeMaster & Daniels accounting firm. Over the years Dan has accumulated extensive accounting and tax knowledge, including estate and trusts, farms, and tax planning for small and medium size businesses . Recently, Dan added a Master degree to his already impressive resume and is currently studying to become a Certified Forensic Accountant, which will help him with cases that involve embezzlement and fraud.
Edward P. Carvalho, MBA
edward@tompkinsassociatescpa.com
Edward started working for Tompkins & Associates in 2006. He obtained his undergraduate degree from the University of Puget Sound with a major in Economics in 1999. After graduating Edward, joined the investment industry where he passed exams for the Series 7, 63,65, 24, 55 and life insurance. He spent 7 years in the investment and banking industry before starting his Masters degree program in Accounting. He completed his degree in 2007 and is currently studying for the CPA exam, having passed one of the four required sections. Edward is able to use his investment, banking, and accounting knowledge to help clients look at their financial picture holistically and help come up with effective financial planning for both individuals and businesses.
Annette Tompkins
annette@tompkinsassociatescpa.com
Annette has been with Tompkins & Associates since 2002 after a long career in the insurance industry with Lloyd’s Insurance in Walla Walla. Annette is the smiling face that greets our clients and is an integral piece of the staff. She provides an assortment of duties including helping put together tax returns to going over those same returns with our clients helping them understand what they are reading. She also takes most of the phone calls and is the keeper of the appointment calendar. If you need to make an appointment with Tompkins & Associates make sure you talk to Annette.
