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Lake Oswego
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Lake Oswego
Showing 51 to 60 of 370 CPAs in Lake Oswego, Oregon
LM
Lisa M. Larson-Lynne
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Lisa M. Larson-Lynne is a certified public accountant (CPA) based in Lake Oswego, Oregon, with over 15 years of experience serving individuals and families, as well as small to medium-sized businesses across diverse structures, including S-Corps, partnerships, and LLCs. She specializes in providing expert guidance on basic accounting services, financial planning, and business tax services, helping clients navigate complex financial situations with confidence. Lisa is well-versed in preparing and reviewing tax returns, including retirement account tax reporting, and offers general accounting and advisory services to support clients' ongoing financial needs.
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David A. Dedionisio
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
David A. Dedionisio is a licensed certified public accountant (CPA) serving clients in Lake Oswego, Oregon. With over 15 years of experience, he specializes in providing comprehensive tax planning and consulting services to individuals and businesses alike. His expertise includes preparing tax returns for various business structures, such as S-Corps, partnerships, and LLCs, as well as supporting entrepreneurs and startups.
PJ
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.
JL
Julie L. Wilson
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Located in Lake Oswego, Oregon, Julie L. Wilson is an experienced CPA who has been serving clients for over 15 years. Her area of specialization includes basic accounting services, small business accounting, and tax compliance, catering to family-owned enterprises and various business structures such as S-Corps, partnerships, and LLCs. Ms. Wilson provides a range of services, including general accounting and advisory, as well as payroll processing and compliance, ensuring accurate and timely financial management for her clients.
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Scott T. Williams
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Scott T. Williams is a certified public accountant (CPA) based in Lake Oswego, Oregon, with over 15 years of experience. He primarily serves individuals and families, as well as entrepreneurs and startups, offering general accounting and advisory services, tax planning and consulting. Williams' specialization lies in providing basic accounting services, including financial statement preparation, budgeting, and financial reporting, to small businesses and individuals. He is well-versed in US tax compliance and has experience with the tax implications of various business transactions.
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Robert C. Richardson
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Robert C. Richardson, a certified public accountant based in Lake Oswego, Oregon, has over 15 years of experience serving small and medium-sized businesses, entrepreneurs, and startups. His expertise includes basic accounting services, business tax services, and small business accounting, with a focus on providing personalized support to meet each client's unique needs. Mr. Richardson also specializes in payroll processing and compliance, ensuring accurate and timely payment of employees, as well as tax planning and consulting to minimize tax liabilities and optimize financial performance.
SJ
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.
JR
Jason R. Orme
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Jason R. Orme has been providing accounting services for over 20 years. With a background in general accounting and advisory services, tax planning, and consulting, he offers expertise in basic accounting, financial planning, and tax compliance. His experience spans various business structures, including corporations, partnerships, and limited liability companies, as well as family-owned enterprises.
EC
Elizabeth C. Porter
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Elizabeth C. Porter is a certified public accountant (CPA) based in Lake Oswego, Oregon. With over 15 years of experience, Porter provides a range of services to individuals and small to medium-sized businesses, focusing on payroll processing and compliance, bookkeeping and financial statement compilation. Her areas of specialization include basic accounting services, tax compliance, and business tax services, allowing her to cater to diverse client needs. Porter serves a variety of industries, including small and medium-sized businesses and individuals and families, delivering expert financial guidance and support.
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Steven Merriss
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Steven Merriss provides a range of financial services to entrepreneurs and businesses with various structures. With over 15 years of experience in basic accounting services, individual tax services, and tax compliance, Merriss's expertise spans from financial statement compilation to bookkeeping. His specialization in handling diverse business entities, including S-Corps, partnerships, and LLCs, enables him to offer tailored solutions for each client's unique 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.