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Fairview
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Fairview
Showing 11 to 13 of 13 CPAs in Fairview, Oregon
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Edward L. Kalberg
Certified Public Accountant
Verified Licensed
Location Fairview, Oregon 97024
Based in Fairview, Oregon, Edward L. Kalberg has over 25 years of experience as a certified public accountant (CPA), providing expert financial guidance to diverse clientele. His practice focuses on delivering a range of accounting and tax services, including bookkeeping and financial statement compilation, tax planning and consulting, for various business structures and individual clients. Kalberg's specialization in individual and business tax services, including tax planning for S-Corps, partnerships, and LLCs, enables him to effectively address the unique financial needs of his clients.
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Lindsay B. Holmes
Certified Public Accountant
Verified Licensed
Location Fairview, Oregon 97024
Lindsay B. Holmes is a certified public accountant based in Fairview, Oregon, with over a decade of experience providing bookkeeping and financial statement compilation services to family-owned enterprises and small to medium-sized businesses. Her expertise includes tax compliance, individual tax services, and basic accounting services, with a focus on helping clients navigate complex financial regulations and requirements. In addition to her standard services, Holmes also specializes in retirement account tax reporting, helping clients maximize their benefits while minimizing tax liabilities. With a strong understanding of the unique financial challenges faced by family-owned enterprises and small businesses, Holmes provides tailored solutions and expert guidance to support her clients' long-term financial success.
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Windy L. Duncan
Certified Public Accountant
Verified Licensed
Location Fairview, Oregon 97024
Windy L. Duncan is a certified public accountant located in Fairview, Oregon, with over 20 years of experience providing accounting services to family-owned enterprises and individuals and families. Her expertise includes tax planning and consulting, IRS representation, and financial planning, as well as basic accounting services and individual tax preparation. Duncan's specialization in serving family-owned businesses and individuals allows her to offer tailored financial guidance and support to her clients.

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.