Filter Results
Medford
Filter Results
Medford
Showing 181 to 190 of 199 CPAs in Medford, Oregon
JM
Jennifer M. Mclellan
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Jennifer M. Mclellan is a certified public accountant with over 12 years of experience serving the financial needs of family-owned enterprises and various business structures in Medford, Oregon. Her specialization in business tax services and financial planning enables her to provide tailored guidance to clients navigating complex financial situations. Mclellan's services include general accounting and advisory, as well as sales tax compliance, catering to the diverse needs of her clients.
WC
Wendy C. Jones
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Wendy C. Jones, a certified public accountant, is based in Medford, Oregon, where she has been practicing for over 15 years. She provides general accounting and advisory services, preparing individual and business tax returns, and offers expertise in tax compliance and small business accounting. With experience serving small and medium-sized businesses, as well as individuals and families, Jones provides tailored support to meet their financial needs and goals.
CE
Curtis E. Robertson
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Curtis E. Robertson is a certified public accountant serving clients in Medford, Oregon. With over 15 years of experience, his areas of specialization include basic accounting services, tax compliance, and financial planning. He provides tailored services to various business structures, such as S-Corps, partnerships, and LLCs, catering to the needs of entrepreneurs and startups. Additionally, he assists clients with retirement account tax reporting and sales tax compliance, helping individuals and businesses maintain their financial records in accordance with tax laws and regulations.
TM
Theresa M. Botti
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Located in Medford, Oregon, Theresa M. Botti offers accounting services to small and medium-sized businesses with varied structures, including S-corps, partnerships, and LLCs. With over 10 years of experience, she specializes in basic accounting services, business tax services, and small business accounting, providing expert guidance on financial statement compilation and sales tax compliance. Her expertise includes bookkeeping and financial statement compilation, ensuring clients receive accurate and timely financial information.
CK
Chad K. Rogers
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Based in Medford, Oregon, Chad K. Rogers is a certified public accountant with over 15 years of experience providing accounting and financial services to entrepreneurs and small to medium-sized businesses in the region. His expertise includes sales tax compliance, bookkeeping, and financial statement compilation, as well as financial planning and individual tax services for individuals and business owners. Rogers also provides basic accounting services, such as budgeting and financial analysis, to help clients make informed business decisions.
CM
Charlotte M. Weaver
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Based in Medford, Oregon, Charlotte M. Weaver is a local accountant with over 15 years of experience providing accounting services to small and medium-sized businesses. Her specialization lies in offering a comprehensive range of services including basic accounting, business tax services, and financial planning for various business structures such as S-Corps, partnerships, and LLCs. Weaver also provides specialized services in payroll processing and compliance, ensuring that clients meet their tax obligations and maintain accurate financial records.
LW
Lisa W. Bruce
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Based in Medford, Oregon, Lisa W. Bruce is a certified public accountant with over 12 years of experience in providing financial guidance to individuals and families, as well as family-owned enterprises. Her practice focuses on tax planning and consulting, sales tax compliance, and basic accounting services, including financial statement preparation and budgeting. With expertise in business tax services and tax compliance, Ms. Bruce helps clients navigate complex tax laws and regulations.
KL
Kevin L. Cundick
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Based in Medford, Oregon, Kevin L. Cundick provides accounting services to clients in the region. A certified public accountant with over 15 years of experience, Kevin specializes in tax compliance, business tax services, and basic accounting for small and medium-sized businesses, including family-owned enterprises. Kevin's expertise encompasses bookkeeping and financial statement compilation, as well as retirement account tax reporting, helping clients navigate the complexities of tax law. With a strong foundation in tax law and a deep understanding of business operations, Kevin delivers accurate and timely financial guidance to clients in Medford and surrounding areas.
RW
Richard W. Brewster
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Rick Brewster is a certified public accountant serving the Medford, Oregon area. With over 12 years of experience, he has developed expertise in basic accounting services, supporting individual tax clients, and ensuring tax compliance. His practice focuses on meeting the financial needs of entrepreneurs and startup businesses, as well as individuals and families. Notably, Brewster is well-versed in tax planning and consulting, including retirement account tax reporting, to help clients navigate complex financial situations.
BJ
Bernadette J. Espada
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Located in Medford, Oregon, Bernadette J. Espada provides professional accounting services to various business structures including S-Corps, partnerships, and LLCs. With extensive experience in tax compliance and accounting for entrepreneurs and startups, Espada offers a range of services including bookkeeping and financial statement compilation. Specializing in basic accounting services and small business accounting, Espada's expertise spans various aspects of accounting and tax management, including retirement account tax reporting.

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.