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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Alegria Advisors

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United States
Yakima, WA
Alegria Advisors

www.alegriacpas.com We are a firm of over twenty five professionals and staff.

Alegria & Company, P.S., located in Yakima, WA, provides full-service financial accounting services for all sizes of closely held businesses, non-profit organizations and associations. Through our collective experience and expertise, we are committed to providing the highest quality services to our clients in a prompt and professional manner. Why is Alegria & Company a great place to be?

•Profess

ional Development - Culture of developing you professionally through mentoring, CPE, and increasing level of complexity in projects assigned.

•Autonomy - We have a culture of trust, which involves letting our employees manage their time appropriately.

•Work Life Balance - We offer competitive opportunities for paid time off and believe in the value of a balanced life.

•Atmosphere - Easy going staff that likes to socialize and gets along.

•Variety – All firm professionals are given the opportunity to explore many areas of accounting and develop an informed preference for future development. OPPORTUNITIES AT ALEGRIA

Please email your resume and unofficial transcript to Ken Meissner at [email protected] if you are interested in working for us.

05/14/2025

When it comes to managing your business's finances, a CPA is more than just a number cruncher—they’re a strategic partner in your success. Here's why every business needs one:

✅ Expert Financial Guidance: CPAs help navigate tax laws, financial planning, and strategy to keep your business on track.

✅ Maximize Deductions: They ensure you’re not leaving money on the table by taking advantage of every eligible deduction and credit.

✅ Avoid Costly Mistakes: With their expertise, CPAs minimize the risk of errors that could lead to costly penalties or lost opportunities.

✅ Long-Term Growth: A CPA provides insights that help plan for your business’s future, ensuring financial health and sustainable growth.

Whether you're a small startup or a growing enterprise, having a CPA on your team is key to achieving financial success. Let us help you take your business to the next level!

05/11/2025

🌸 Happy Mother’s Day from Alegria Advisors! 🌸

Today, we celebrate the incredible strength, love, and dedication of mothers everywhere. Your unwavering support, nurturing spirit, and tireless efforts inspire us every day. Thank you for the ways you enrich lives, both big and small.

To all the moms who lead with love and resilience, we honor you today and always. 💐

05/09/2025

Is your retirement plan on track? It’s never too early to start thinking about your future—and May is a great time for a Retirement Readiness Check! 🌟

💡 Here’s what to review to ensure you’re on the right path:

Assess your retirement savings: Are you contributing enough to your 401(k) or IRA?
Evaluate your retirement goals: Have they changed? Make sure your plan reflects your current dreams.
Consider healthcare costs: Have you planned for healthcare in retirement?
Review your investment strategy: Are your investments aligned with your retirement timeline and risk tolerance?
At Alegria Advisors, we’re here to help you build a retirement plan that gives you peace of mind for the future. Let’s make sure you’re ready for the retirement you deserve!

05/06/2025

Spring isn’t just for your home—it’s also the perfect time to tidy up your finances! 🌿🌞 Financial spring cleaning helps you get organized, eliminate clutter, and set yourself up for success in the months ahead.

💡 Here are a few tips to get started:

Review your budget: Are there areas where you can cut back or save more?
Update your savings goals: Adjust your targets to reflect changes in your life or priorities.
Clear out old financial documents: Shred outdated paperwork and organize important records.
Check your credit report: Take a look at your credit and address any discrepancies.
At Alegria Advisors, we’re here to help you refresh your financial plan and create a path to lasting financial health. Let’s make sure your finances are as fresh as the season!

05/02/2025

May is the perfect time to reflect on the past tax season and plan ahead for next year. Whether you experienced challenges or smooth sailing, taking a moment to review your financial situation can set you up for success moving forward.

💡 Here are a few things to consider:
Evaluate your current tax strategy: Did you take advantage of all available deductions?
Set new financial goals: Now is the time to plan for next year and make adjustments.
Organize your financial documents: Keep things in order for next tax season to make it easier.
At Alegria Advisors, we’re here to help you make the most of your financial strategy, year-round. Reach out to discuss how we can support your future tax planning.

04/29/2025

📚💰 Know the Lingo: Common Financial Terms Explained 📖✨

Understanding financial terms can help you make smarter money decisions. Here are five common words you should know:

✅ Asset – Anything you own that has value (e.g., cash, investments, property).
✅ Liability – A debt or obligation you owe (e.g., loans, credit card balances).
✅ Net Worth – Your total assets minus your total liabilities = your financial health.
✅ Interest – The cost of borrowing money OR the money earned from savings/investments.
✅ Diversification – Spreading your investments to reduce risk and increase stability.

04/24/2025

💰👶 Start Them Young: Teach Children to Save! 📈🎯

Good money habits start early! Teaching kids about saving helps them build a strong financial foundation for the future. Here are five simple ways to introduce smart money skills:

✅ Lead by Example – Show kids how you save, budget, and make smart money choices.
✅ Teach Needs vs. Wants – Help them understand the difference between essentials and extras.
✅ Ask Children to Save – Encourage them to put aside a portion of any money they receive.
✅ Make It Fun with Role Play – Practice buying and selling scenarios to teach financial decision-making.
✅ Help Them Create a Simple Budget – Teach them to plan how to use their money wisely.

Financial literacy isn’t just for adults—kids who learn to save early grow into financially responsible adults.

04/21/2025

💰 Financial independence isn’t just about having money—it’s about having choices. It means reaching a point where you’re no longer dependent on a paycheck to cover your expenses, giving you freedom over your time, career, and lifestyle.

🚀 Steps to Financial Independence:
✅ Budget Wisely – Track income and expenses to stay in control.
✅ Save & Invest – Build wealth by making your money work for you.
✅ Eliminate Debt – Reduce financial burdens that hold you back.
✅ Plan for the Future – Retirement, passive income, and smart financial moves.

04/16/2025

📊💰 Happy Bean Counter Day! 🎉

April 16th is all about appreciating the hard-working accountants and financial professionals who keep the numbers in check, balance the books, and help us make sense of our finances!

While “bean counter” is a playful term for accountants, their work is no joke—especially after tax season! So, let’s take a moment to recognize their dedication and precision.

💡 Fun fact: The phrase "bean counter" comes from the idea of meticulously tracking every little detail—just like accountants do with money!

Tag an accountant to show them some love today! ❤️

04/15/2025

📅 Tax Day is Here! 💰⏳

Today is the deadline to file your 2024 tax return! If you haven’t filed yet, here are your last-minute options:

✅ File electronically for faster processing
✅ Double-check deductions to maximize savings
✅ Request an extension if you need more time (but remember, taxes owed are still due today!)

A solid tax strategy today can set you up for financial success tomorrow. Have questions about managing your finances year-round? Alegria is here to help!

04/14/2025

📌 Think tax extensions are a bad thing? Think again.
For many, filing an extension is a smart move—not a red flag. Learn why the real tax season starts later than you think, and how extensions can help you avoid mistakes and stress.
👉 Swipe to get the facts.

04/10/2025

💡 April is Financial Capability Month! 💰📊

Being financially capable means having the knowledge, skills, and confidence to make smart financial decisions—whether it's budgeting, saving, investing, or planning for the future.

This month, challenge yourself to take one small step toward better financial health:
✅ Set a savings goal
✅ Review your budget
✅ Learn about investment options
✅ Plan for retirement

At Alegria Assets, we're here to help you build a strong financial future. What financial goal are you working on this year? Drop a comment below! ⬇️

Address

601 N 39th Avenue
Yakima, WA
98902

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

(509) 575-1065

Website

https://www.alegriaadvisors.com/

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