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Medford
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Medford
Showing 91 to 100 of 199 CPAs in Medford, Oregon
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Ann E. Driver
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Based in Medford, Oregon, Ann E. Driver is a seasoned accounting professional with extensive experience serving clients across diverse business structures. Since 2005, her practice has focused on providing expert guidance to family-owned enterprises, S-corps, partnerships, and LLCs in meeting their financial and tax obligations. Her specialization in basic accounting services, business tax services, and individual tax services has earned her a strong reputation among clients. In addition to her core services, Ann E. Driver offers specialized IRS representation services to clients navigating complex tax issues.
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Dorothy L. Marquess
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Dorothy L. Marquess is a certified public accountant based in Medford, Oregon, with over 15 years of experience serving a diverse range of clients. Her specialization includes providing tax compliance and business tax services to Various Business Structures, such as S-Corps, partnerships, and LLCs, as well as family-owned enterprises. Marquess also offers bookkeeping and financial statement compilation services, ensuring accurate and timely reporting for her clients' retirement accounts, including tax reporting for these accounts.
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Philip C. Smith
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Philip C. Smith is a licensed Certified Public Accountant with over 15 years of experience in public accounting. Based in Medford, Oregon, he provides general accounting and advisory services to a range of small and medium-sized businesses, including entrepreneurs and startups. His expertise lies in basic accounting services, business tax services, and small business accounting, with a focus on tax return preparation for individuals and businesses. Smith's experience has equipped him to handle a variety of complex accounting and tax matters, allowing him to deliver personalized support to his clients.
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Cecile L. Mckee
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Based in Medford, Oregon, Cecile L. Mckee is a licensed Certified Public Accountant (CPA) with over 15 years of experience serving various clients. Her areas of specialization include basic accounting services, individual tax services, and financial planning, catering to the needs of entrepreneurs and startups as well as individuals and families. Mckee provides specialized services such as retirement account tax reporting and ensuring sales tax compliance, helping her clients stay up-to-date with relevant tax laws and regulations. As a seasoned professional, she brings a deep understanding of the complexities involved in tax planning and financial management.
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Tanya L. Behnke
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Tanya L. Behnke is a certified public accountant (CPA) based in Medford, Oregon. With over 10 years of experience in the field, she provides a range of accounting and tax services, including tax planning and consulting. Behnke specializes in basic accounting services, business tax services, and individual tax services, catering to the needs of family-owned enterprises and small to medium-sized businesses. Her expertise includes tax preparation, financial statement analysis, and budgeting, helping clients navigate complex financial matters.
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Diane C. Berger
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Diane C. Berger, a certified public accountant with over 15 years of experience, serves clients in Medford, Oregon, with specialized expertise in bookkeeping, financial statement compilation, and individual tax services. Her practice focuses on providing comprehensive financial guidance to individuals and families, as well as entrepreneurs and startups, helping them navigate complex tax regulations and financial planning strategies. With a strong background in basic accounting services, small business accounting, and tax planning and consulting, Berger offers financial clarity and peace of mind to her clients, guiding them through annual tax cycles and long-term financial goals.
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Richard A. Holcom
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Based in Medford, Oregon, Richard A. Holcom provides general accounting and advisory services to various clients, including entrepreneurs and startups, as well as family-owned enterprises. With over 15 years of experience in the field, he specializes in basic accounting services, individual tax services, and small business accounting, helping clients navigate complex financial situations. His expertise extends to payroll processing and compliance, ensuring seamless financial operations for his clients.
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Vicki J. Forehand
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Based in Medford, Oregon, Vicki J. Forehand is a certified public accountant with over 20 years of experience providing financial guidance to entrepreneurs and small business owners. Her services include retirement account tax reporting, tax planning and consulting, as well as basic accounting services, financial planning, and small business accounting. With expertise in serving small and medium-sized businesses, Forehand helps clients navigate complex financial regulations and make informed decisions about their financial futures.
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Lucia C. Hagy
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Based in Medford, Oregon, Lucia C. Hagy brings extensive experience in the field of accounting, with over 14 years of practice. She provides specialized services in basic accounting, individual tax preparation, and business tax services, catering to small and medium-sized businesses, as well as entrepreneurs and startups. Notably, Lucia offers representation services before the IRS, helping clients navigate complex tax issues and resolve disputes.
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April M. Stith
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
April M. Stith is a certified public accountant serving clients in Medford, Oregon. With over 15 years of experience, she provides expertise in tax planning and consulting, ensuring businesses and entrepreneurs achieve their financial goals. Her specialization in financial planning, basic accounting services, and business tax services allows her to cater to the diverse needs of S-Corps, partnerships, and LLCs. As a seasoned practitioner, Stith stays up-to-date on changing tax laws and regulations, providing clients with accurate and timely payroll processing and compliance services.

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.