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Lake Oswego
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Lake Oswego
Showing 321 to 330 of 370 CPAs in Lake Oswego, Oregon
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Rodderick F. Booth
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
With over a decade of experience in public accounting, Rodderick F. Booth provides expert tax planning and consulting services to entrepreneurs and startups from his Lake Oswego, Oregon office. Specializing in individual tax services and sales tax compliance, he helps clients navigate complex tax regulations and optimize their financial strategies. His diverse client base also includes individuals and families seeking guidance on basic accounting services and tax compliance.
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David L. Shafer
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Located in Lake Oswego, Oregon, David L. Shafer is a licensed CPA with over 15 years of experience in financial and tax management. His practice focuses on providing individualized services to individuals and families, as well as entrepreneurs and startups, with expertise in basic accounting, individual tax services, and financial planning. David's specialized services include tax planning and consulting, and he is well-versed in reporting requirements for retirement accounts. With a comprehensive understanding of local and federal tax laws, David L. Shafer helps his clients achieve their financial goals.
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Keeley K. Plombon
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Keeley K. Plombon is a certified public accountant based in Lake Oswego, Oregon, with over 15 years of experience serving small and medium-sized businesses, as well as family-owned enterprises. Her areas of specialization include basic accounting services, individual tax services, and business tax services, which cater to a wide range of financial needs. Ms. Plombon also provides bookkeeping and financial statement compilation services, and offers IRS representation to clients facing audit or examination.
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Janette M. Trussell
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Janette M. Trussell specializes in providing comprehensive accounting services to a diverse range of clients. With over 10 years of experience in serving small to medium-sized businesses, Trussell offers expertise in business tax services, including tax planning and compliance. Her services include retirement account tax reporting and sales tax compliance, tailored to meet the unique needs of various business structures, such as S-Corps, partnerships, and LLCs. Trussell's areas of specialization include basic accounting services, as well as tax services for small and medium-sized businesses.
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C. A. Almer
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
C. A. Almer is a licensed certified public accountant (CPA) based in Lake Oswego, Oregon, with over 15 years of experience providing general accounting and advisory services. They specialize in basic accounting services, financial planning, and business tax services, helping individuals and families, as well as various business structures such as S-corporations, partnerships, and LLCs, navigate complex financial regulations. Their expertise also extends to sales tax compliance, ensuring clients are in compliance with relevant tax laws and regulations.
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Richard J. Kerkering
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97034
Richard J. Kerkering is a certified public accountant (CPA) with over 15 years of experience based in Lake Oswego, Oregon. His professional services include general accounting and advisory, as well as retirement account tax reporting, to meet the diverse needs of his clients. Specializing in basic accounting services, individual tax services, and small business accounting, Kerkering provides tailored guidance to entrepreneurs and startups, as well as family-owned enterprises.
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Selena A. Gray
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
With over 10 years of experience, Selena A. Gray, a certified public accountant, offers individual and business tax return preparation services to clients in the Lake Oswego, Oregon area. Her areas of specialization include basic accounting services, financial planning, and tax compliance, catering to various business structures such as S-Corps, partnerships, and LLCs. Additionally, Gray serves entrepreneurs and startups, providing tax planning and consulting services to help them navigate the financial aspects of their growing business.
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Timothy R. Gillette
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Timothy R. Gillette provides expert accounting services to individuals and families, as well as entrepreneurs and startup businesses. With over a decade of experience in tax compliance and basic accounting services, Gillette offers tailored solutions for business tax services, ensuring clients meet their financial obligations. As a certified public accountant, Gillette represents clients in IRS matters and assists with retirement account tax reporting, helping to resolve complex tax issues and minimize liability.
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Carolyn R. Thomas
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97034
Based in Lake Oswego, Oregon, Carolyn R. Thomas has been providing accounting services for over 10 years. Her areas of specialization include basic accounting services, individual tax services, and financial planning, catering to entrepreneurs and startups, as well as family-owned enterprises. Thomas's expertise spans bookkeeping and financial statement compilation, general accounting, and advisory services, helping clients maintain accurate financial records and navigate complex financial situations.
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Patricia L. Verbin
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Patricia L. Verbin is a certified public accountant (CPA) based in Lake Oswego, Oregon. With over 15 years of experience in accounting and financial services, she specializes in providing expert advice on financial planning, business tax services, and general accounting for various business structures, including S-Corps, partnerships, and LLCs. Her services encompass retirement account tax reporting, financial planning, and general accounting and advisory services, catering to small and medium-sized businesses. Patricia L. Verbin holds a strong background in basic accounting services, which she utilizes to offer tailored solutions to her clients' accounting needs.

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.