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Happy Valley
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Happy Valley
Showing 1 to 10 of 54 CPAs in Happy Valley, Oregon
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Terryl R. Aguon
Certified Public Accountant
Verified Licensed
Location Happy Valley, Oregon 97086
Terryl R. Aguon is a certified public accountant (CPA) based in Happy Valley, Oregon. With over 10 years of experience, their practice focuses on general accounting and advisory services, as well as tax planning and consulting for family-owned enterprises and entrepreneurs and startups. They specialize in providing basic accounting services, individual tax services, and tax compliance guidance to ensure clients meet their financial obligations.
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Kellan S. Davis
Certified Public Accountant
Verified Licensed
Location Happy Valley, Oregon 97086
Kellan S. Davis is a licensed CPA based in Happy Valley, Oregon, with over 15 years of experience in providing accounting services to individuals and families, as well as entrepreneurs and startups. Their specialization in basic accounting services, tax compliance, and small business accounting allows them to cater to a wide range of clients with varying financial needs. Notably, Kellan S. Davis also offers IRS representation services to assist clients in navigating complex tax-related issues, providing them with a trusted advocate in resolving tax disputes.
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William T. Lawrence
Certified Public Accountant
Verified Licensed
Location Happy Valley, Oregon 97086
William T. Lawrence is a certified public accountant in Happy Valley, Oregon, with more than 20 years of experience serving Family-Owned Enterprises and Individuals and Families. He specializes in Basic Accounting Services, Business Tax Services, and Tax Compliance, providing expertise in complex financial matters. As an IRS-recognized representative, Lawrence offers additional services, including Sales Tax Compliance and IRS Representation, helping clients resolve tax disputes and ensure compliance with tax laws.
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Daniel A. Miley
Certified Public Accountant
Verified Licensed
Location Happy Valley, Oregon 97086
Daniel A. Miley is a CPA based in Happy Valley, Oregon, with more than two decades of experience providing financial guidance to individuals and businesses. His expertise spans basic accounting services, individual tax services, and business tax services, making him well-suited to serve a wide range of clients. Services include retirement account tax reporting, payroll processing and compliance, and customized financial solutions for clients with various business structures, such as S-Corps, partnerships, and LLCs.
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Daniel P. Gerrone
Certified Public Accountant
Verified Licensed
Location Happy Valley, Oregon 97086
Daniel P. Gerrone is a certified public accountant with over 15 years of experience in providing financial guidance to clients in Happy Valley, Oregon. His areas of specialization include basic accounting services, small business accounting, and financial planning, making him a valuable resource for entrepreneurs and family-owned enterprises. Gerrone offers specialized expertise in payroll processing and compliance, as well as IRS representation, helping his clients navigate complex tax laws and regulations.
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Thomas J. Mahler
Certified Public Accountant
Verified Licensed
Location Happy Valley, Oregon 97086
Thomas J. Mahler, a seasoned accounting professional, resides in Happy Valley, Oregon, and has been serving clients for over 15 years. He provides individual and business tax return preparation services, as well as tax planning and consulting, helping his clients navigate tax laws and regulations. With a focus on basic accounting services, business tax services, and tax compliance, Mahler caters to family-owned enterprises and individuals and families.
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Marc L. Curey
Certified Public Accountant
Verified Licensed
Location Happy Valley, Oregon 97086
Located in Happy Valley, Oregon, Marc L. Curey is a certified public accountant with extensive experience in tax preparation and financial management. With over 20 years of expertise, he provides individual and business tax return preparation services, including retirement account tax reporting. His specialization in basic accounting services, individual tax services, and business tax services enables him to effectively address the tax needs of individuals and small and medium-sized businesses.
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Jamie C. Roth
Certified Public Accountant
Verified Licensed
Location Happy Valley, Oregon 97086
Based in Happy Valley, Oregon, Jamie C. Roth has been serving the financial needs of various business structures, including S-Corps, partnerships, and LLCs, since 2000. Specializing in basic accounting services, financial planning, and small business accounting, Roth provides valuable guidance to entrepreneurs and startups on navigating the complexities of taxation and financial management. Sales tax compliance is another key area of expertise for Roth, who stays up-to-date on the latest state and federal regulations to ensure clients are in full compliance.
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Asad I. Khan
Certified Public Accountant
Verified Licensed
Location Happy Valley, Oregon 97086
Based in Happy Valley, Oregon, Asad I. Khan is an experienced CPA with over 15 years of experience providing accounting services to individuals and family-owned enterprises. His expertise spans basic accounting services, financial planning, and business tax services, helping clients navigate complex financial situations and achieve their goals. One notable aspect of his services is his comprehensive payroll processing and compliance, ensuring accurate and timely payment to employees and adhering to relevant tax laws and regulations.
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Paul J. Grad
Certified Public Accountant
Verified Licensed
Location Happy Valley, Oregon 97086
Paul J. Grad is a certified public accountant based in Happy Valley, Oregon, with over 15 years of experience in providing accounting services. His areas of specialization include basic accounting services, financial planning, and business tax services, catering to various business structures such as S-Corps, partnerships, and LLCs. In addition to these services, he offers expert payroll processing and compliance support, ensuring that clients remain up-to-date with tax regulations.

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.