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Lake Oswego
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Lake Oswego
Showing 191 to 200 of 370 CPAs in Lake Oswego, Oregon
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Michele A. Levis
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97034
Michele A. Levis, a certified public accountant based in Lake Oswego, Oregon, has over 15 years of experience providing accounting services. Her practice focuses on supporting family-owned enterprises and small to medium-sized businesses, helping them navigate complex financial regulations and optimize their operations. Specializing in basic accounting services, tax compliance, and small business accounting, Michele Levis advises clients on sales tax compliance and general accounting matters. With a deep understanding of the Oregon tax code, Michele A. Levis ensures that her clients maintain accurate records and meet all tax obligations.
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Craig D. Vagt
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Craig D. Vagt is a certified public accountant (CPA) based in Lake Oswego, Oregon. With over 15 years of experience, he provides bookkeeping and financial statement compilation services to individuals and businesses. His expertise lies in individual and business tax return preparation, as well as various accounting services for small and medium-sized businesses, including basic accounting and financial planning. His extensive knowledge of taxation also enables him to offer specialized tax services to family-owned enterprises and small businesses.
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Carol-Ann Simon
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97034
Carol-Ann Simon, a certified public accountant (CPA) based in Lake Oswego, Oregon, has over 15 years of experience providing financial guidance to individuals and families. Her services include bookkeeping and financial statement compilation, as well as IRS representation for clients facing tax-related issues. With a specialization in business tax services, basic accounting services, and financial planning, she helps entrepreneurs and startups navigate complex financial matters.
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Laurel J. Boverhof
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97034
Laurel J. Boverhof is a licensed CPA with over 10 years of experience based in Lake Oswego, Oregon, serving entrepreneurs and startups, as well as various business structures such as S-Corps, partnerships, and LLCs. She provides specialized services in individual tax services, basic accounting, and small business accounting, including bookkeeping and financial statement compilation, and tax planning and consulting. Her expertise in navigating tax laws and financial regulations has helped numerous clients achieve their financial goals, whether personal or professional.
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Julie C. Hui
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97034
Based in Lake Oswego, Oregon, Julie C. Hui provides general accounting and advisory services to family-owned enterprises and small and medium-sized businesses. With over [number] years of experience in the industry, Julie specializes in basic accounting services, small business accounting, and individual tax services. She offers bookkeeping and financial statement compilation services to help clients manage their financial data effectively.
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Shannon H. Tabler
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Shannon H. Tabler is a seasoned accountant with extensive experience in tax compliance and financial advisory services. With over [number of years] years of experience, Tabler provides expert guidance on basic accounting services, individual tax services, and general accounting for various business structures, including S-Corps, partnerships, and LLCs. Her services include retirement account tax reporting, allowing clients to navigate complex tax laws and ensure compliance with regulatory requirements. Tabler's focus on small and medium-sized businesses enables her to develop tailored accounting strategies that address the unique needs of her clients.
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Timothy R. Filkins
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Timothy R. Filkins provides comprehensive accounting services to a diverse range of clients. With over 20 years of experience, his expertise spans basic accounting services, financial planning, and tax compliance. Specializing in supporting entrepreneurs and startups, as well as family-owned enterprises, Filkins offers specialized knowledge in areas such as retirement account tax reporting and IRS representation. His practice focuses on delivering tailored solutions to meet the unique financial needs of his clients.
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Austin J. Pearce
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Austin J. Pearce is a certified public accountant (CPA) based in Lake Oswego, Oregon, with over 15 years of experience providing accounting services. His areas of specialization include individual tax services, financial planning, and basic accounting services, catering to the needs of family-owned enterprises, entrepreneurs, and startups in the Pacific Northwest region. As a seasoned tax professional, Pearce prepares and submits both individual and business tax returns, while also offering tax planning and consulting services to help clients navigate complex tax laws and regulations. With a strong understanding of individual and business tax laws, Pearce helps clients achieve financial stability and plan for their financial futures.
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Jonathan L. Steinberg
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Jonathan L. Steinberg is a certified public accountant with over two decades of experience serving the tax and accounting needs of small and medium-sized businesses, entrepreneurs, and startups. He specializes in providing basic accounting services and ensuring tax compliance, as well as assisting individuals with retirement account tax reporting and tax return preparation. With a focus on individual tax services, Steinberg supports his clients in navigating federal and state tax regulations to minimize their tax liability.
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Patrick G. Carney
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Patrick G. Carney is a certified public accountant based in Lake Oswego, Oregon, with over 20 years of experience serving various business structures, including S-Corps, partnerships, and LLCs. He provides general accounting and advisory services, as well as tax planning and consulting, specializing in basic accounting services, tax compliance, and small business accounting. Carney's expertise spans industries such as entrepreneurs and startups, helping these businesses navigate their financial complexities and achieve their goals.

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.