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Medford
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Medford
Showing 11 to 20 of 199 CPAs in Medford, Oregon
JL
Jonathan L. Dahlin
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Based in Medford, Oregon, Jonathan L. Dahlin provides comprehensive accounting services to family-owned enterprises and small to medium-sized businesses. With over 15 years of experience in tax compliance and business tax services, Dahlin serves clients in the areas of basic accounting services, business tax services, and tax compliance. His services include retirement account tax reporting and IRS representation, ensuring clients' complex tax needs are met with expertise.
JZ
Joann Z. Cleckner
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Based in Medford, Oregon, Joann Z. Cleckner has provided accounting services to clients for over 10 years. Her areas of specialization include basic accounting services, small business accounting, and business tax services, with a focus on serving entrepreneurs and startups as well as small and medium-sized businesses. Cleckner's expertise extends to individual and business tax return preparation and tax planning and consulting, helping clients navigate complex tax laws and regulations.
RB
Rory B. Tosh
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Rory B. Tosh is a certified public accountant based in Medford, Oregon. With over 15 years of experience, Tosh's practice focuses on serving entrepreneurs and startups, as well as small and medium-sized businesses, across a range of industries. He specializes in basic accounting services, tax compliance, and financial planning, and also provides sales tax compliance and IRS representation to his clients. Having worked in a variety of settings, including as an external auditor, Tosh's expertise spans multiple areas of accounting, allowing him to cater to diverse client needs.
TW
Toni W. Adams
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Toni W. Adams is a licensed Certified Public Accountant (CPA) with over 15 years of experience in providing financial guidance to entrepreneurs and startups, as well as family-owned enterprises in Medford, Oregon. Her services include retirement account tax reporting, payroll processing and compliance, as well as basic accounting services, financial planning, and individual tax services. Adams' expertise in navigating complex tax laws and regulations has been particularly valuable to her clients in the Medford area, who rely on her to ensure compliance with tax laws and regulations.
MD
Michael D. Gallagher
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Located in Medford, Oregon, Michael D. Gallagher provides accounting services to small and medium-sized businesses and family-owned enterprises. With over 15 years of experience, Gallagher specializes in basic accounting services, business tax services, and financial planning. His expertise includes payroll processing and compliance, as well as retirement account tax reporting for clients in need of these services.
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.
MS
Megan S. Kurz
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Megan Kurz is a certified public accountant (CPA) residing in Medford, Oregon, with over 15 years of experience providing accounting guidance to small businesses. Her areas of specialization include basic accounting services, tax compliance, and business tax services, catering to the needs of family-owned enterprises and entrepreneurs. Kurz's expertise in sales tax compliance has helped numerous clients maintain accurate tax records and avoid potential penalties.
PW
Pamela W. Offner
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Pamela W. Offner is a certified public accountant based in Medford, Oregon. With over 15 years of experience, she provides expert accounting services to small and medium-sized businesses, entrepreneurs, and startups. Her specialization includes basic accounting services, individual tax services, and business tax services, as well as bookkeeping and financial statement compilation. Medford residents seeking IRS representation can also rely on her expertise in handling complex tax issues and disputes.
SS
Stephen S. Smith
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Stephen S. Smith is a certified public accountant (CPA) based in Medford, Oregon, with over 15 years of experience serving individuals and families, as well as small and medium-sized businesses. He specializes in basic accounting services, tax compliance, and small business accounting, providing expertise in areas such as financial statement compilation and tax planning. Smith's services include bookkeeping, financial statement compilation, and tax planning and consulting, allowing his clients to navigate complex financial situations with confidence.
Y
Yunxing Peng
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Based in Medford, Oregon, Yunxing Peng is a seasoned accounting professional with over 10 years of experience. Her practice specializes in providing basic accounting services, business tax services, and small business accounting to clients across a range of industries, including S-Corps, partnerships, and LLCs. Peng is skilled in bookkeeping and financial statement compilation, and she also offers specialized services in retirement account tax reporting, which helps individuals and business owners navigate complex tax requirements. With expertise in handling various business structures, including family-owned enterprises, Peng assists her clients in maintaining accurate financial records and ensuring compliance with relevant tax laws.

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.