Megan Walsh, CPA

As a Tax Manager of Coldstream Tax & Consulting, Megan provides proactive tax services that align with clients’ overall wealth management strategies to help ensure peace of mind. Megan plays a pivotal role in managing accounting, preparing financial statements, and handling tax returns for both individual and business clients. Megan works to simplify technical tax concepts, making them easily digestible and taking stress out of planning & compliance for clients.

As a Senior Wealth Management Associate, Megan focuses on ensuring your comprehensive financial picture is in focus. Megan works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. Her passion for personalized client service and making a meaningful impact on our client’s lives is undeniable.

Prior to Coldstream, Megan worked at a public accounting and tax firm for eight years, bringing exceptional expertise to the team. Megan’s background allows her to deliver insightful and tailored solutions that meet the unique needs of each client. Megan earned her Bachelor of Business Administration in Accounting and a Master of Science in Taxation, both from Gonzaga University. She is a licensed CPA.

ONE PIECE OF ADVICE

Thoughtful planning reduces surprises.

HOBBIES

Outside of Coldstream, Megan loves spending time with family and friends, traveling, being outdoors, and anything active.