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Lake Oswego
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Lake Oswego
Showing 61 to 70 of 370 CPAs in Lake Oswego, Oregon
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Claire Mcguire
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Claire McGuire, a certified public accountant with over a decade of experience, provides accounting and tax expertise to family-owned enterprises and entrepreneurs in Lake Oswego, Oregon. Her practice specializes in basic accounting services, individual tax services, and ensuring tax compliance for her clients. McGuire also offers payroll processing and sales tax compliance services to small businesses and family-owned enterprises, helping them navigate complex tax regulations.
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Ronald A. Neve
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Ronald A. Neve is a certified public accountant (CPA) with over 20 years of experience, based in Lake Oswego, Oregon. He specializes in providing tax compliance and financial planning services to various business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises. His expertise also extends to sales tax compliance and tax planning and consulting for individuals and businesses.
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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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Danielle E. Lambert
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Located in Lake Oswego, Oregon, Danielle E. Lambert is a certified public accountant with over 15 years of experience serving the financial needs of small and medium-sized businesses, entrepreneurs, and startups. Her specializations include basic accounting services, financial planning, and individual tax services, providing clients with a comprehensive range of support for their financial operations. Lambert's services encompass sales tax compliance, payroll processing and compliance, helping businesses navigate complex tax regulations and ensure accurate financial reporting.
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Sara C. Persons
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Sara C. Persons 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. She specializes in providing basic accounting services, tax compliance, and small business accounting, with a particular focus on helping clients navigate tax laws and regulations. Additionally, her expertise extends to IRS representation and retirement account tax reporting, providing comprehensive support for her clients' financial needs.
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Daniel B. Hurwitz
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97034
Daniel B. Hurwitz, a certified public accountant based in Lake Oswego, Oregon, has over 15 years of experience providing bookkeeping and financial statement compilation services. He specializes in basic accounting services, individual tax services, and small business accounting, catering to the needs of individuals and families as well as small and medium-sized businesses in the region. Notably, Mr. Hurwitz offers expertise in financial planning and budgeting, helping his clients make informed decisions about their financial futures.
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Julie A. Schlendorf
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97034
Based in Lake Oswego, Oregon, Julie A. Schlendorf provides accounting services to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. With over [number] years of experience, she specializes in basic accounting services, tax compliance, and financial planning, helping clients achieve their financial goals. Julie's expertise also includes bookkeeping and financial statement compilation, as well as sales tax compliance, ensuring her clients are in compliance with all relevant regulations.
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Tae J. Yoon
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97034
Tae J. Yoon is a certified public accountant based in Lake Oswego, Oregon, with over 10 years of experience. The firm provides general accounting and advisory services, including payroll processing and compliance, to individuals and families, as well as family-owned enterprises. Specializing in basic accounting services, business tax services, and small business accounting, Tae J. Yoon offers expertise in tax preparation, financial statement compilation, and budgeting.
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Donald J. Caldwell
Certified Public Accountant
Verified Licensed
Location Lake Oswego, Oregon 97035
Based in Lake Oswego, Oregon, Donald J. Caldwell is a CPA with extensive experience providing accounting and advisory services to individuals and families, as well as entrepreneurs and startups. With over years of experience, he specializes in financial planning, individual tax services, and basic accounting services. In addition to his general accounting and advisory services, he also represents clients in IRS matters, helping them to resolve tax disputes and navigate complex tax laws.
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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.

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.