Filter Results
Medford
Filter Results
Medford
Showing 161 to 170 of 199 CPAs in Medford, Oregon
ME
Michael E. Lynch
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Based in Medford, Oregon, Michael E. Lynch is a certified public accountant (CPA) with over 25 years of experience. His areas of specialization include basic accounting services, business tax services, and individual tax services. Lynch provides general accounting and advisory services, as well as bookkeeping and financial statement compilation to small and medium-sized businesses, entrepreneurs, and startups in the region. He has developed expertise in helping clients navigate complex tax laws and financial regulations, ensuring compliance and minimizing liabilities.
AB
Anna B. Werblow
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Anna B. Werblow is a certified public accountant based in Medford, Oregon, with over 15 years of experience in tax planning and accounting services. Her areas of specialization include basic accounting services, individual tax services, and tax compliance, serving small and medium-sized businesses and family-owned enterprises. Werblow provides tax planning and consulting services, as well as individual and business tax return preparation, helping clients navigate complex tax laws and regulations.
GS
Gregorie S. Gressett
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Gregorie S. Gressett is a certified public accountant based in Medford, Oregon, with over 10 years of experience in the field. He specializes in providing basic accounting services, financial planning, and tax consulting to family-owned enterprises and individuals, with a focus on addressing the unique needs of small business owners. Gregorie prepares individual and business tax returns, offering expertise in navigating complex tax laws and regulations to ensure compliance and minimize liability.
KT
Kyle T. Carter
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
A certified public accountant based in Medford, Oregon, Kyle T. Carter brings over 15 years of experience providing financial guidance to individuals and businesses. With specializations in basic accounting services, tax compliance, and individual tax services, he effectively addresses the needs of his diverse client base. His areas of expertise include serving S-Corps, partnerships, and LLCs, as well as individuals and families, ensuring comprehensive coverage for a range of business structures.
D
Doug Olson
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Doug Olson is a licensed certified public accountant (CPA) with over 20 years of experience, serving clients in Medford, Oregon. He specializes in providing general accounting and advisory services, including tax compliance and individual tax services, primarily to businesses and individuals with various entity structures, such as S-Corps, partnerships, and LLCs. Notably, Olson offers expert retirement account tax reporting to help his clients navigate complex tax regulations and maximize benefits. With his extensive knowledge and expertise, he assists individuals and families, as well as various business structures, in meeting their financial and tax obligations.
FD
F. D. Hartin
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Based in Medford, Oregon, F. D. Hartin is a certified public accountant with over 10 years of experience providing expert tax guidance to individuals and businesses. Her specialization in basic accounting services, business tax services, and financial planning enables her to offer comprehensive support to small and medium-sized businesses, as well as family-owned enterprises. Ms. Hartin prepares individual and business tax returns, in addition to offering tax planning and consulting services to help clients navigate complex tax laws and regulations. With a strong focus on understanding the unique needs of her clients, she provides tailored financial solutions that meet their specific requirements.
SK
Sarah K. Brendle
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Located in Medford, Oregon, Sarah K. Brendle is a qualified certified public accountant (CPA) with over 15 years of experience providing financial guidance to entrepreneurs and startups as well as individuals and families. Her areas of specialization include individual tax services, tax compliance, and basic accounting services. Notably, Sarah K. Brendle provides comprehensive sales tax compliance services to help her clients navigate complex tax regulations.
DJ
Donald J. Bucko
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Donald J. Bucko is a certified public accountant based in Medford, Oregon. He has over 20 years of experience serving a diverse range of clients, including individuals and families, as well as various business structures such as S-Corps, partnerships, and LLCs. Bucko's expertise includes tax preparation and planning, as well as basic accounting services and small business accounting, helping his clients navigate the complexities of business tax services. With a specialization in understanding the unique needs of small businesses, Bucko provides tailored guidance on tax compliance and financial management to support their growth and success.
ME
Mark E. Damon
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
With over 15 years of experience serving the Medford, Oregon area, Mark E. Damon is a certified public accountant who focuses on providing expert guidance to family-owned enterprises and entrepreneurs. His comprehensive services include general accounting and advisory, payroll processing, and compliance, tailored to meet the unique needs of small businesses and startups. Specializing in basic accounting services, tax compliance, and small business accounting, Damon delivers personalized support to help clients navigate complex financial regulations and achieve long-term success.
KR
Kathleen R. Herod
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Kathleen R. Herod, a certified public accountant based in Medford, Oregon, has over 20 years of experience providing tax planning and consulting services to small and medium-sized businesses, as well as individuals and families. Her expertise includes individual and business tax return preparation, basic accounting services, and tax planning for various industries. Notably, she offers specialized tax services for individuals with complex financial situations, including those involving rental properties, self-employment income, and stock options.

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.