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Lake Oswego
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Lake Oswego
Showing 201 to 210 of 370 CPAs in Lake Oswego, Oregon
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Robert P. Crow
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Robert P. Crow provides comprehensive accounting services to a diverse range of clients. A Certified Public Accountant with over 15 years of experience, Crow specializes in small business accounting, financial planning, and basic accounting services. His expertise includes preparing individual and business tax returns, as well as reporting tax obligations for retirement accounts. Crow serves individuals and families, as well as various business structures, including S-Corps, partnerships, and LLCs.
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Kevin B. Billings
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Located in Lake Oswego, Oregon, Kevin B. Billings offers accounting services to clients in the local area. With over 15 years of experience in the field of accounting, Kevin has developed expertise in basic accounting services, individual tax services, and business tax services. He specializes in serving family-owned enterprises and entrepreneurs and startups, providing tailored solutions to meet their unique needs. Additionally, Kevin offers IRS representation and retirement account tax reporting services to ensure clients are in compliance with all tax regulations. A certified public accountant, Kevin is well-versed in the tax laws and regulations that affect businesses and individuals in the state of Oregon.
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Steven Merriss
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Steven Merriss provides a range of financial services to entrepreneurs and businesses with various structures. With over 15 years of experience in basic accounting services, individual tax services, and tax compliance, Merriss's expertise spans from financial statement compilation to bookkeeping. His specialization in handling diverse business entities, including S-Corps, partnerships, and LLCs, enables him to offer tailored solutions for each client's unique 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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Jeffrey A. Edwards
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Jeffrey A. Edwards is a certified public accountant based in Lake Oswego, Oregon. With over a decade of experience in providing financial guidance to family-owned enterprises and individuals, he specializes in basic accounting services, business tax services, and tax compliance. His expertise includes payroll processing and compliance, as well as sales tax compliance, helping businesses maintain accurate and up-to-date financial records. Edwards' extensive knowledge and experience enable him to address the complex financial needs of his clients, ensuring their financial stability and growth.
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Amber E. Jones
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Amber E. Jones brings over 12 years of experience in accounting and taxation to her clients. Her expertise lies in providing comprehensive financial services, including bookkeeping and financial statement compilation, to entrepreneurs and startups, family-owned enterprises, and individuals. Specializing in small business accounting, individual tax services, and basic accounting services, Amber offers tailored tax planning and consulting to meet the unique needs of her clients.
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Theodore M. Nelson
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Theodore M. Nelson is a certified public accountant (CPA) serving clients in Lake Oswego, Oregon. With over 10 years of experience in accounting and tax services, he provides general accounting and advisory, bookkeeping, and financial statement compilation services to family-owned enterprises and individuals and families. Nelson's specialization includes basic accounting services, business tax services, and individual tax services, helping clients navigate complex financial matters and achieve their goals.
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Donna L. Martin
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Donna L. Martin is a certified public accountant with over 20 years of experience providing accounting services. She specializes in basic accounting services, small business accounting, and tax compliance, catering to various business structures, including S-Corps, partnerships, and LLCs. Her expert services include individual and business tax return preparation, as well as bookkeeping and financial statement compilation for small and medium-sized businesses.
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Michael B. Sherman
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97034
Michael B. Sherman, a certified public accountant with over 15 years of experience, is based in Lake Oswego, Oregon. He specializes in providing basic accounting services, tax compliance, and small business accounting, catering to entrepreneurs and startups, as well as individuals and families. His services include IRS representation, payroll processing, and compliance, ensuring his clients' financial well-being and adherence to relevant regulations.
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Todd M. Wall
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97034
Todd M. Wall is a certified public accountant (CPA) with over 15 years of experience in providing financial guidance to businesses and individuals. Based in Lake Oswego, Oregon, his practice specializes in tax planning and consulting, bookkeeping, and financial statement compilation, serving various business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises. With a focus on basic accounting services, financial planning, and tax compliance, Wall helps his clients navigate complex financial issues 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.