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Certified Public Accountants in Lake Oswego, Oregon

Discover qualified CPAs in Oregon who understand the state's no sales tax system and thriving technology and manufacturing sectors. Oregon's progressive tax structure and sustainable business focus create unique accounting considerations. Find experienced professionals in Portland, Eugene, and throughout the state..

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Lake Oswego
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Lake Oswego
Showing 111 to 120 of 370 CPAs in Lake Oswego, Oregon
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Tracy M. Allen
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Tracy M. Allen is a certified public accountant with over 15 years of experience serving individuals and businesses in the Pacific Northwest. Her areas of specialization include basic accounting services, individual tax services, and financial planning, which she provides to a diverse range of clients, from various business structures to entrepreneurs and startups. Notably, Tracy M. Allen helps her clients navigate retirement account tax reporting, ensuring compliance with complex tax regulations and optimizing financial benefits.
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Scott T. Williams
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Scott T. Williams is a certified public accountant (CPA) based in Lake Oswego, Oregon, with over 15 years of experience. He primarily serves individuals and families, as well as entrepreneurs and startups, offering general accounting and advisory services, tax planning and consulting. Williams' specialization lies in providing basic accounting services, including financial statement preparation, budgeting, and financial reporting, to small businesses and individuals. He is well-versed in US tax compliance and has experience with the tax implications of various business transactions.
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Marshall T. Spencer
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Marshall T. Spencer, a certified public accountant based in Lake Oswego, Oregon, has over 15 years of experience serving family-owned enterprises and entrepreneurs. His specialization in basic accounting services, small business accounting, and individual tax services enables him to cater to the diverse needs of his clients. Spencer's expertise in these areas allows him to provide comprehensive support for financial management, tax planning, and compliance for his clients. Notably, he also offers IRS representation, helping clients navigate complex tax issues and resolve disputes. With a strong understanding of the financial needs of small businesses and individuals, Spencer provides tailored services and accurate tax reporting, including retirement account tax reporting, to ensure his clients' financial well-being.
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Geoffrey G. Horton
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Geoffrey G. Horton is a certified public accountant based in Lake Oswego, Oregon, with over 10 years of experience serving the tax and accounting needs of local businesses and individuals. Specializing in tax compliance, individual tax services, and basic accounting services, he provides expert guidance on tax planning, financial reporting, and record-keeping for entrepreneurs and family-owned enterprises. His areas of expertise also include individual and business tax return preparation, as well as retirement account tax reporting, ensuring accurate and timely compliance with tax authorities.
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Lisa M. Larson-Lynne
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Lisa M. Larson-Lynne is a certified public accountant (CPA) based in Lake Oswego, Oregon, with over 15 years of experience serving individuals and families, as well as small to medium-sized businesses across diverse structures, including S-Corps, partnerships, and LLCs. She specializes in providing expert guidance on basic accounting services, financial planning, and business tax services, helping clients navigate complex financial situations with confidence. Lisa is well-versed in preparing and reviewing tax returns, including retirement account tax reporting, and offers general accounting and advisory services to support clients' ongoing financial needs.
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Kendra J. Steph
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Kendra J. Steph is a certified public accountant based in Lake Oswego, Oregon. She has over 15 years of experience serving a diverse client base including various business structures such as S-Corps, partnerships, and LLCs, as well as individuals and families. Kendra specializes in providing basic accounting services, individual tax services, and financial planning, with a focus on helping clients navigate payroll processing and compliance, and retirement account tax reporting.
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Samuel D. Buck
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Samuel D. Buck is a certified public accountant located in Lake Oswego, Oregon, with over 15 years of experience providing accounting services to a variety of businesses. His expertise includes individual and business tax return preparation, as well as general accounting and advisory services, with a focus on financial planning and tax compliance for small to medium-sized businesses. Mr. Buck has worked with a range of business structures, including S-Corps, partnerships, and LLCs, helping each client achieve their financial goals through expert guidance and accurate accounting practices.
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Rod C. Clark
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97034
Rod C. Clark is a certified public accountant based in Lake Oswego, Oregon. With over 10 years of experience in providing accounting services, he specializes in basic accounting, small business accounting, and individual tax services. His practice focuses on serving family-owned enterprises, individuals, and families with their tax planning and consulting needs, including sales tax compliance. Clark's expertise spans various financial matters, and he delivers personalized support to help his clients make informed decisions about their financial well-being.
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Carl S. Kostol
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Located in Lake Oswego, Oregon, Carl S. Kostol, a seasoned accountant, provides financial services to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. With over 20 years of experience in basic accounting services, tax compliance, and small business accounting, he offers a unique combination of expertise. His areas of specialization include tax compliance for small businesses, as well as IRS representation and retirement account tax reporting, ensuring clients are in compliance with all relevant tax laws.
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Michael R. Handy
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Michael R. Handy has provided accounting services to small businesses and individuals since 2003. His expertise includes basic accounting services, tax planning, and consulting, as well as IRS representation. With a focus on family-owned enterprises and various business structures, such as S-Corps, partnerships, and LLCs, Handy offers comprehensive support to meet the unique needs of each client.
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Browse CPAs by City in Oregon

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.