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Medford
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Medford
Showing 31 to 40 of 199 CPAs in Medford, Oregon
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Jason P. Yenco
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Jason P. Yenco is a licensed certified public accountant located in Medford, Oregon, with over 15 years of experience in the field. He specializes in providing basic accounting services, financial planning, and tax compliance to a variety of business clients, including S-Corps, partnerships, and limited liability companies, as well as entrepreneurs and startups. Yenco also offers retirement account tax reporting and general accounting advisory services, helping clients navigate complex tax laws and make informed financial decisions.
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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.
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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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Robert J. Stevens
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Based in Medford, Oregon, Robert J. Stevens is a certified public accountant (CPA) with extensive experience in providing financial guidance to individuals and families, in addition to small and medium-sized businesses. With over a decade of expertise in bookkeeping and financial statement compilation, Stevens also specializes in tax compliance and financial planning for his clients. His services include retirement account tax reporting, helping his clients navigate complex financial situations with precision and accuracy.
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Maureen R. Ferguson
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Maureen R. Ferguson is a certified public accountant (CPA) based in Medford, Oregon. With over 20 years of experience in the field, Ferguson specializes in providing accounting services to various business structures, including S-corps, partnerships, and LLCs. Her expertise extends to financial statement compilation, sales tax compliance, and individual tax services, catering to the needs of family-owned enterprises and other businesses. Ferguson's services also include bookkeeping services, ensuring accurate financial records and compliance with tax regulations.
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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.
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Jason D. Lukaszewicz
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Based in Medford, Oregon, Jason D. Lukaszewicz provides accounting services to family-owned enterprises and entrepreneurs in the startup phase. With over 15 years of experience in taxation, he specializes in individual and business tax return preparation, ensuring accurate and timely filings. As a certified public accountant, his areas of expertise include small business accounting and tax compliance, helping clients navigate complex financial regulations and stay up-to-date on sales tax compliance requirements.
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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.
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Ian A. Norgan
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Based in Medford, Oregon, Ian A. Norgan provides comprehensive accounting services to a diverse range of clients. With over a decade of experience, he specializes in tax compliance, individual tax services, and basic accounting services for various business structures. Norgan also offers specialized expertise in retirement account tax reporting and sales tax compliance, serving family-owned enterprises and complex business entities.
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Kristin A. Rohlfing
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Based in Medford, Oregon, Kristin A. Rohlfing has been providing general accounting and advisory services to individuals and businesses since 2005. With experience spanning over 17 years, she offers specialized accounting services for small businesses and entrepreneurs, including financial planning and tax preparation. Her expertise in small business accounting enables her to assist clients in navigating financial complexities and achieving long-term financial stability.

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.