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Lake Oswego
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Lake Oswego
Showing 21 to 30 of 370 CPAs in Lake Oswego, Oregon
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Melanie S. Ptacek
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Melanie S. Ptacek is a certified public accountant with 12 years of experience providing accounting services to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. Specializing in basic accounting services, business tax services, and individual tax services, Ptacek assists clients with payroll processing and compliance, as well as sales tax compliance. With expertise in a range of tax services, Ptacek helps businesses and individuals navigate tax regulations, ensure compliance, and meet financial reporting requirements.
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Adam M. Puckett
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Adam M. Puckett is a seasoned accounting professional with a strong background in tax compliance. With over 10 years of experience serving small and medium-sized businesses and family-owned enterprises, he provides expert guidance on basic accounting services. His practice focuses on individual and business tax return preparation, as well as IRS representation, helping clients navigate complex tax laws and regulations.
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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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Mark E. Landstrom
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Mark E. Landstrom is a certified public accountant with over 15 years of experience serving clients across various business structures and individual needs. His expertise lies in providing general accounting and advisory services, as well as IRS representation for individuals and businesses facing tax-related issues. Mark specializes in small business accounting and business tax services, offering guidance on financial planning, compliance, and strategy to clients in Oregon and beyond. His areas of specialization include basic accounting services, such as financial statements and budgeting, as well as taxation and business planning for various entity types.
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Terry L. Griffin
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Terry L. Griffin is a certified public accountant in Lake Oswego, Oregon, with over 15 years of experience in providing accounting, advisory, and tax services to family-owned enterprises, individuals, and families. His practice focuses on basic accounting services, financial planning, and tax compliance, helping clients navigate complex tax issues and make informed financial decisions. Mr. Griffin is also experienced in IRS representation and has a thorough understanding of the tax code, enabling him to effectively represent clients before the IRS and resolve tax disputes.
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James O. White
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, James O. White provides accounting services to entrepreneurs and startups, as well as various business structures including S-Corps, partnerships, and LLCs. With over a decade of experience, White offers specialized services in individual tax preparation, bookkeeping, and financial statement compilation. His expertise encompasses small business accounting, including financial planning, budgeting, and cash flow management, as well as IRS representation for clients facing tax disputes.
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Sherry J. Swackhamer
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Sherry J. Swackhamer is a certified public accountant based in Lake Oswego, Oregon, with over 15 years of experience in providing accounting and financial guidance. Her expertise spans various business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises. Swackhamer's services include tax planning and consulting, retirement account tax reporting, basic accounting services, financial planning, and individual tax services. She serves clients across a range of industries and provides personalized guidance to help them achieve their financial goals.
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Christine L. Martin
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97034
Based in Lake Oswego, Oregon, Christine L. Martin provides accounting services to small and medium-sized businesses across various industries. With over 12 years of experience, she specializes in basic accounting services, financial planning, and small business accounting. Her expertise also includes tax planning and consulting, as well as sales tax compliance services to ensure accurate and timely filings.
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John R. Lauseng
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Located in Lake Oswego, Oregon, John R. Lauseng is a seasoned accounting professional with over 20 years of experience providing expert guidance to his clients. His specialization in basic accounting services, financial planning, and small business accounting has allowed him to effectively support family-owned enterprises, entrepreneurs, and startups in meeting their financial goals. Lauseng's services include general accounting and advisory, as well as individual and business tax return preparation, tailored to the unique needs of each client.
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Ian R. Gelfand
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Ian R. Gelfand is a seasoned accountant with a focus on providing tailored tax solutions for small and medium-sized businesses as well as family-owned enterprises. With over a decade of experience in tax planning and consulting, he delivers expert guidance on retirement account tax reporting, addressing the complex needs of business owners and entrepreneurs. Specializing in business tax services, small business accounting, and basic accounting services, Ian R. Gelfand offers a comprehensive approach to financial management, ensuring accurate and timely compliance with tax laws and regulations.

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.