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Lake Oswego
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Lake Oswego
Showing 331 to 340 of 370 CPAs in Lake Oswego, Oregon
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Randy Schmidt Jr
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97034
is a certified public accountant (CPA) based in Lake Oswego, Oregon. Having served small business owners and individuals for over 15 years, he specializes in providing basic accounting services, ensuring tax compliance, and managing payroll processing and compliance. His experience encompasses working with various business structures, including S-corporations, partnerships, and limited liability companies. In addition to financial statement compilation and bookkeeping, Randy also guides clients in navigating tax laws and regulations to minimize tax liabilities.
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Claire K. Latham
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97034
Claire K. Latham is a certified public accountant based in Lake Oswego, Oregon, with over 15 years of experience serving small and medium-sized businesses, entrepreneurs, and startups. Her expertise includes tax planning and consulting, as well as individual and business tax return preparation, utilizing her knowledge in basic accounting services, financial planning, and business tax services. Claire's services are designed to help clients navigate complex financial regulations and optimize their tax strategies, allowing them to make informed decisions about their businesses and personal finances.
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Bryan C. Gray
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Bryan C. Gray is a licensed certified public accountant based in Lake Oswego, Oregon. With over 15 years of experience, he provides specialized accounting services to small and medium-sized businesses, including those with various business structures such as S-Corps, partnerships, and LLCs. His expertise encompasses basic accounting services, small business accounting, and business tax services, helping clients maintain compliance and achieve financial stability.
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Peter J. Kroepfl
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Peter J. Kroepfl is a certified public accountant with over 15 years of experience. He specializes in providing general accounting and advisory services, individual and business tax return preparation, and business tax services to family-owned enterprises and entrepreneurs and startups. Kroepfl's expertise includes basic accounting services, financial planning, and tax preparation, with a focus on helping clients navigate complex financial situations.
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Herman L. Lindsey Jr
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Herman L. Lindsey Jr is a certified public accountant based in Lake Oswego, Oregon, with over 25 years of experience in accounting and financial services. He provides general accounting and advisory services to individuals and families, as well as small and medium-sized businesses, helping them navigate financial planning and tax reporting requirements. Lindsey specializes in basic accounting services, business tax services, and retirement account tax reporting, with a focus on delivering personalized advice and support to his clients.
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Ann D. Geller
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Ann D. Geller is a CPA with over 15 years of experience serving clients in Lake Oswego, Oregon and surrounding areas. Her expertise lies in providing tax planning and consulting services, as well as payroll processing and compliance for businesses of various structures, including S-corps, partnerships, and LLCs. Geller also specializes in offering basic accounting services, business tax services, and individual tax services to a diverse range of clients, from individuals and families to small businesses.
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Mark E. Birge
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Mark E. Birge is a certified public accountant providing general accounting and advisory services to small and medium-sized businesses and individuals and families since 1999. With experience spanning over two decades, Birge specializes in basic accounting services, business tax services, and individual tax services. The CPA offers IRS representation, helping clients navigate complex tax issues and resolve disputes with the agency.
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Steven M. Katin
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Steven M. Katin has provided accounting services to a wide range of clients. With over 17 years of experience, he specializes in basic accounting services for small and medium-sized businesses, including financial planning and small business accounting. His services also encompass bookkeeping and financial statement compilation, as well as sales tax compliance for various business structures such as S-Corps, partnerships, and LLCs.
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Cassandra E. Leach
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Cassandra E. Leach is a certified public accountant based in Lake Oswego, Oregon, with over ten years of experience providing accounting and tax services to individuals and businesses. Her expertise includes general accounting and advisory services, as well as tax planning and consulting, particularly in the areas of basic accounting services, business tax services, and tax compliance. Leach serves a diverse range of clients, including individuals and families, as well as S-corporations, partnerships, and limited liability companies.
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Julie B. Fahey
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Julie B. Fahey has been a certified public accountant for over 20 years, serving clients in Lake Oswego, Oregon, and the surrounding areas. Her expertise includes providing basic accounting services to small businesses, as well as financial planning for entrepreneurs and individuals. One area of specialization is tax planning and consulting, including IRS representation, which helps clients navigate 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.