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Carlton
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Carlton
Showing 1 to 3 of 3 CPAs in Carlton, Oregon
EA
Elizabeth A. Penrose
Certified Public Accountant
Verified Licensed
Location Carlton, Oregon 97111
Based in Carlton, Oregon, Elizabeth A. Penrose offers accounting services to a variety of clients, including family-owned enterprises and businesses with complex structures such as S-Corps, partnerships, and LLCs. With over 15 years of experience providing basic accounting services, small business accounting, and business tax services, Penrose helps clients navigate payroll processing and compliance, ensuring they meet IRS regulations and deadlines. Penrose also represents clients in front of the IRS, providing expert guidance and support throughout the tax representation process.
MJ
Marian J. Gormley-Pekkola
Certified Public Accountant
Verified Licensed
Location Carlton, Oregon 97111
Marian J. Gormley-Pekkola is a certified public accountant based in Carlton, Oregon, with over a decade of experience in providing financial guidance to small businesses and family-owned enterprises. She specializes in basic accounting services, including financial statement preparation, budgeting, and financial analysis, as well as business tax services for S-Corps, partnerships, and LLCs. Gormley-Pekkola also assists clients with retirement account tax reporting and payroll processing and compliance, ensuring timely and accurate tax filings and payments. With a deep understanding of the tax implications of various business structures, Gormley-Pekkola helps her clients navigate the complexities of taxation and maintain compliance with regulatory requirements.
CA
Cassara A. Coffeen
Certified Public Accountant
Verified Licensed
Location Carlton, Oregon 97111
Cassara A. Coffeen, a certified public accountant based in Carlton, Oregon, has over 12 years of experience providing expert accounting services to clients in the region. Her specialties include business tax services, tax compliance, and basic accounting services, catering to the needs of family-owned enterprises and individuals and families. She offers tax planning and consulting, as well as retirement account tax reporting, helping clients navigate complex tax regulations and plan for the future. Located in the Yamhill Valley, Coffeen serves as a trusted resource for local businesses and individuals seeking professional accounting guidance and support.

Oregon's progressive CPA market serves a state with no sales tax, strong technology sector, and focus on sustainability. The Oregon Board of Accountancy requires 150 semester hours for licensure. CPAs must complete 80 hours of continuing professional education every two years, including 4 hours of ethics and 24 hours in technical subjects.

Key Tax Considerations: Oregon has graduated individual income tax up to 9.9% and complex corporate tax structure including Corporate Activity Tax (CAT) on gross receipts. Notably, Oregon has no sales tax, simplifying one compliance area but increasing reliance on income taxation. CPAs commonly handle state income tax planning, CAT compliance, multi-state taxation for businesses operating beyond Oregon (especially in Washington), and unique provisions like the Oregon Retirement Savings Plan. Cross-border issues with Washington (no income tax) are extremely common for Portland metro residents and businesses.

Industry Specializations: Technology and software (Portland tech hub), manufacturing (especially semiconductors and sportswear), forest products and timber, agriculture (wine, nurseries, specialty crops), renewable energy, healthcare, tourism and outdoor recreation, and craft brewing are key practice areas. CPAs often specialize in technology startup equity planning, sustainable business advisory, or serving the unique needs of Oregon's environmentally-focused economy.

For CPA Professionals: The Oregon Society of CPAs provides resources across the state. Portland dominates the market with technology focus and sophisticated client base, while Eugene, Salem, and Bend offer alternatives with strong lifestyle benefits. The state's progressive culture, outdoor recreation access, and lack of sales tax attract both practitioners and businesses, though high income taxes and cost of living in Portland are considerations. The Vancouver, Washington adjacency creates interesting practice opportunities serving clients across state lines.