Casey McMonagle

As a Tax Manager of Coldstream Tax & Consulting, Casey provides proactive tax services that align with clients’ overall wealth management strategies to help ensure peace of mind. Casey plays a pivotal role in managing accounting, preparing financial statements, and handling tax returns for both individual and business clients.

With over 40 years of comprehensive experience in accounting, Casey brings unparalleled expertise to the team. This includes 26 years in public accounting, where Casey honed skills in tax planning, compliance, and financial advisory services, working with a diverse range of clients and industries. This extensive background allows Casey to deliver insightful and tailored solutions that meet the unique needs of each client. Prior to Coldstream, Casey worked at Harrison Berkman Claypool & Guard, PLLC, a family-focused CPA firm that merged into Coldstream in 2025.

ONE PIECE OF ADVICE

It’s a work in process; most things can be fixed with a debit here or a credit there.

HOBBIES

In my spare time, I enjoy traveling with my family and watching Seahawks football.

COLDSTREAM SHAREHOLDER

Coldstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.