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, FCPA
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 completed the Forensic Certified Public Accountant designation. Dan is the only CPA in a 100 mile radius of Walla Walla that has this designation. As a Forensic Accountant, Dan must be able to apply his accounting knowledge to legal issues. A forensic CPA will be asked to write expert reports, assist in depositions, testify as an expert witness, conduct fraud investigations and assist in civil and criminal investigations. This new designation allows Dan to service more clients and provide another layer of expertise to the Walla Walla Valley and beyond.

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.