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Lake Oswego
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Lake Oswego
Showing 121 to 130 of 370 CPAs in Lake Oswego, Oregon
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Steven M. Katin
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Steven M. Katin has provided accounting services to a wide range of clients. With over 17 years of experience, he specializes in basic accounting services for small and medium-sized businesses, including financial planning and small business accounting. His services also encompass bookkeeping and financial statement compilation, as well as sales tax compliance for various business structures such as S-Corps, partnerships, and LLCs.
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Mark E. Birge
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Mark E. Birge is a certified public accountant providing general accounting and advisory services to small and medium-sized businesses and individuals and families since 1999. With experience spanning over two decades, Birge specializes in basic accounting services, business tax services, and individual tax services. The CPA offers IRS representation, helping clients navigate complex tax issues and resolve disputes with the agency.
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Ann D. Geller
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Ann D. Geller is a CPA with over 15 years of experience serving clients in Lake Oswego, Oregon and surrounding areas. Her expertise lies in providing tax planning and consulting services, as well as payroll processing and compliance for businesses of various structures, including S-corps, partnerships, and LLCs. Geller also specializes in offering basic accounting services, business tax services, and individual tax services to a diverse range of clients, from individuals and families to small businesses.
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Herman L. Lindsey Jr
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Herman L. Lindsey Jr is a certified public accountant based in Lake Oswego, Oregon, with over 25 years of experience in accounting and financial services. He provides general accounting and advisory services to individuals and families, as well as small and medium-sized businesses, helping them navigate financial planning and tax reporting requirements. Lindsey specializes in basic accounting services, business tax services, and retirement account tax reporting, with a focus on delivering personalized advice and support to his clients.
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Richard J. Kerkering
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97034
Richard J. Kerkering is a certified public accountant (CPA) with over 15 years of experience based in Lake Oswego, Oregon. His professional services include general accounting and advisory, as well as retirement account tax reporting, to meet the diverse needs of his clients. Specializing in basic accounting services, individual tax services, and small business accounting, Kerkering provides tailored guidance to entrepreneurs and startups, as well as family-owned enterprises.
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Timothy R. Gillette
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Timothy R. Gillette provides expert accounting services to individuals and families, as well as entrepreneurs and startup businesses. With over a decade of experience in tax compliance and basic accounting services, Gillette offers tailored solutions for business tax services, ensuring clients meet their financial obligations. As a certified public accountant, Gillette represents clients in IRS matters and assists with retirement account tax reporting, helping to resolve complex tax issues and minimize liability.
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Selena A. Gray
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
With over 10 years of experience, Selena A. Gray, a certified public accountant, offers individual and business tax return preparation services to clients in the Lake Oswego, Oregon area. Her areas of specialization include basic accounting services, financial planning, and tax compliance, catering to various business structures such as S-Corps, partnerships, and LLCs. Additionally, Gray serves entrepreneurs and startups, providing tax planning and consulting services to help them navigate the financial aspects of their growing business.
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Carolyn R. Thomas
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97034
Based in Lake Oswego, Oregon, Carolyn R. Thomas has been providing accounting services for over 10 years. Her areas of specialization include basic accounting services, individual tax services, and financial planning, catering to entrepreneurs and startups, as well as family-owned enterprises. Thomas's expertise spans bookkeeping and financial statement compilation, general accounting, and advisory services, helping clients maintain accurate financial records and navigate complex financial situations.
CA
C. A. Almer
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
C. A. Almer is a licensed certified public accountant (CPA) based in Lake Oswego, Oregon, with over 15 years of experience providing general accounting and advisory services. They specialize in basic accounting services, financial planning, and business tax services, helping individuals and families, as well as various business structures such as S-corporations, partnerships, and LLCs, navigate complex financial regulations. Their expertise also extends to sales tax compliance, ensuring clients are in compliance with relevant tax laws and regulations.
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Janette M. Trussell
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Janette M. Trussell specializes in providing comprehensive accounting services to a diverse range of clients. With over 10 years of experience in serving small to medium-sized businesses, Trussell offers expertise in business tax services, including tax planning and compliance. Her services include retirement account tax reporting and sales tax compliance, tailored to meet the unique needs of various business structures, such as S-Corps, partnerships, and LLCs. Trussell's areas of specialization include basic accounting services, as well as tax services for small and medium-sized businesses.

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.