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Lake Oswego
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Lake Oswego
Showing 291 to 300 of 370 CPAs in Lake Oswego, Oregon
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Robert G. Moody Jr
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Robert G. Moody Jr is a certified public accountant with over a decade of experience in providing financial guidance to individuals and families. His expertise encompasses basic accounting services, financial planning, and individual tax services, allowing him to address the diverse financial needs of his clients. Moody also specializes in IRS representation and sales tax compliance, helping clients navigate complex tax regulations and resolve issues with the Internal Revenue Service.
WB
W. B. Aman
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, W. B. Aman provides accounting services to various business structures and individuals. With over [number of years] years of professional experience, Aman offers expertise in basic accounting services, small business accounting, and financial planning. The firm provides specialized services, including payroll processing and compliance, as well as bookkeeping and financial statement compilation for clients in need of accurate and up-to-date financial records.
HL
Heidi L. Bowen
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Heidi L. Bowen is a certified public accountant with a practice located in Lake Oswego, Oregon. Her professional experience in the field of accounting spans over 15 years, encompassing specialization in small business accounting and tax planning. Ms. Bowen provides services in tax planning and consulting, individual and business tax return preparation, and basic accounting services for clients including small and medium-sized businesses, as well as individuals and families. She is a knowledgeable practitioner with expertise in navigating the complexities of business tax services and small business accounting requirements.
KE
Kevin E. Ness
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Kevin E. Ness is a certified public accountant (CPA) residing in Lake Oswego, Oregon, with over 15 years of experience in tax and accounting services. His expertise spans various specializations, including basic accounting services, financial planning, and business tax services, catering to entrepreneurs and startups, as well as family-owned enterprises. Notably, Ness provides IRS representation and tax planning and consulting services to individuals and businesses, helping them navigate complex tax laws and regulations effectively.
MR
Marcia R. Bergman
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Marcia R. Bergman is a certified public accountant based in Lake Oswego, Oregon, with over 20 years of experience in providing financial guidance to entrepreneurs and startups. Serving a variety of business structures including S-Corps, partnerships, and LLCs, her expertise encompasses basic accounting services, individual tax services, and tax compliance. She advises clients on tax planning and consulting, leveraging her in-depth knowledge to help businesses navigate complex financial regulations.
AT
Anne T. Manning
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Anne T. Manning is a certified public accountant with over 15 years of experience providing tax planning and consulting services to entrepreneurs and startup businesses. Her practice focuses on basic accounting services, including financial statement preparation and budgeting, as well as business tax services, such as entity selection and tax compliance. Manning also specializes in individual tax services, offering payroll processing and compliance solutions for small to medium-sized businesses.
DO
Donald O. Smith
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Donald O. Smith is a certified public accountant based in Lake Oswego, Oregon, with over 10 years of experience in providing accounting services. He specializes in basic accounting services, tax compliance, and small business accounting, serving various business structures such as S-Corps, partnerships, and LLCs. Donald's expertise also extends to IRS representation and sales tax compliance, helping small and medium-sized businesses navigate complex tax regulations and ensure compliance.
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Peggy L. Shaw
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Peggy L. Shaw is a licensed Certified Public Accountant (CPA) serving clients in Lake Oswego, Oregon. With over 15 years of experience in accounting and taxation, she provides expert guidance on financial planning, tax compliance, and business operations. Her practice focuses on serving family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. She is well-versed in Basic Accounting Services and takes the time to understand each client's unique needs and goals. In addition to her core services, Peggy L. Shaw also offers specialized support for Sales Tax Compliance and Payroll Processing & Compliance, ensuring that her clients are always in full regulatory compliance.
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Cheryl Sailer-Harmon
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Cheryl Sailer-Harmon is a certified public accountant based in Lake Oswego, Oregon, with over 15 years of experience serving individuals and families, as well as small and medium-sized businesses. Her areas of specialization include basic accounting services, financial planning, and business tax services, providing expert guidance and support for clients navigating complex financial matters. Notably, Cheryl's expertise includes retirement account tax reporting and sales tax compliance, helping clients stay in compliance with tax regulations and achieve financial stability.
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David W. Buchanan
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
David W. Buchanan is a certified public accountant based in Lake Oswego, Oregon. With over 10 years of experience, he provides expert services in basic accounting, individual tax preparation, and financial planning to a diverse range of clients, including individuals, families, and various business structures such as S-Corps, partnerships, and LLCs. His comprehensive service offerings include bookkeeping and financial statement compilation, as well as sales tax compliance, addressing the specific needs of his clients. He is a trusted advisor for clients seeking personalized financial guidance and support in navigating complex 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.