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Lake Oswego
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Lake Oswego
Showing 261 to 270 of 370 CPAs in Lake Oswego, Oregon
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Edward W. Francis
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Edward W. Francis is a certified public accountant with over a decade of experience serving the needs of individuals and families. His expertise lies in bookkeeping and financial statement compilation, as well as payroll processing and compliance for a diverse range of business structures, including S-Corps, partnerships, and LLCs. Francis specializes in basic accounting services, tax compliance, and financial planning to support the financial health and security of his clients.
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Lynn S. Hoyle
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Lynn S. Hoyle provides accounting services to individuals and families, as well as various business structures including S-Corps, partnerships, and LLCs. With over years of experience in the field, Hoyle specializes in basic accounting services, tax compliance, and small business accounting, helping clients navigate complex financial regulations and ensure compliance. Her expertise includes bookkeeping and financial statement compilation, payroll processing and compliance, and she stays current on industry standards and best practices to deliver accurate and timely results.
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Xianghong Li
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Located in Lake Oswego, Oregon, Xianghong Li is a certified public accountant with over 10 years of experience in providing accounting and financial services to a diverse range of clients. Her specialization includes basic accounting services, small business accounting, and financial planning, serving various business structures such as S-Corps, partnerships, and LLCs, as well as family-owned enterprises. Li also offers specialized services in retirement account tax reporting and payroll processing and compliance, ensuring accurate and timely filings and minimizing potential liabilities.
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Sarah C. Harlan
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97034
Sarah C. Harlan is a certified public accountant (CPA) based in Lake Oswego, Oregon, with over 10 years of experience. Her practice focuses on tax planning and consulting, general accounting and advisory services, serving individuals and families, as well as small and medium-sized businesses. With specializations in basic accounting, financial planning, and small business accounting, Harlan provides expert guidance to her clients on financial matters and helps them navigate complex financial situations. She is registered with the Board of Accountancy in the state of Oregon and adheres to the American Institute of Certified Public Accountants (AICPA) code of professional conduct.
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Gerald R. Goodman
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97034
Gerald R. Goodman is a certified public accountant based in Lake Oswego, Oregon, with over 18 years of experience in the field. He specializes in providing basic accounting services, tax compliance, and financial planning to entrepreneurs and startups, as well as small and medium-sized businesses. As an IRS representation expert, Goodman offers assistance with tax preparation, including individual and business tax return preparation, and helps clients navigate complex tax issues.
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Nicole S. Hogan
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97034
Based in Lake Oswego, Oregon, Nicole S. Hogan is a seasoned accountant with over ten years of experience in taxation and financial planning. Her services include tax planning and consulting, as well as individual and business tax return preparation, helping entrepreneurs and small business owners navigate complex financial regulations. With a focus on small business accounting and individual tax services, Hogan specializes in providing basic accounting services tailored to the needs of startups and medium-sized businesses.
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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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Casey D. Hyland
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Casey D. Hyland is a certified public accountant with extensive experience in providing general accounting and advisory services. With over a decade of experience, Hyland specializes in addressing the unique financial needs of individuals and families, as well as family-owned enterprises. Hyland's services include IRS representation, basic accounting services, and individual tax services, making him a valuable resource for those seeking expert advice on financial matters. As a seasoned professional, Hyland stays up-to-date on the latest tax laws and regulations, ensuring clients receive informed guidance and support.
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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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Allen H. Adams Jr
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Allen H. Adams Jr. is a certified public accountant with over 15 years of experience providing comprehensive financial services in Lake Oswego, Oregon. His expertise encompasses bookkeeping and financial statement compilation, as well as individual and business tax return preparation, catering to the needs of family-owned enterprises and small to medium-sized businesses. Adams specializes in basic accounting services, individual tax services, and financial planning, utilizing his knowledge to help clients achieve their financial 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.