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Medford
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Medford
Showing 61 to 70 of 199 CPAs in Medford, Oregon
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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.
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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.
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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.
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John R. Capasso
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Based in Medford, Oregon, John R. Capasso is a seasoned accounting professional with over 20 years of experience. His areas of specialization include basic accounting services, business tax services, and financial planning, catering to a diverse range of business structures. He provides specialized services in retirement account tax reporting and payroll processing and compliance, ensuring his clients meet tax regulations and stay compliant. With extensive experience serving entrepreneurs and startup businesses, John R. Capasso helps his clients navigate complex financial and tax matters.
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Andrea F. Saxon
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Based in Medford, Oregon, Andrea F. Saxon is a certified public accountant with over 15 years of experience serving small and medium-sized businesses with various structures, including S-Corps, partnerships, and LLCs. Her practice focuses on delivering comprehensive accounting solutions, encompassing basic accounting services, individual tax services, and small business accounting, with a specialization in tax planning and consulting. Andrea's expertise extends to sales tax compliance, helping clients navigate complex tax requirements and ensuring compliance with state regulations.
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Shawna E. Sloan
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Located in Medford, Oregon, Shawna E. Sloan is a certified public accountant (CPA) with years of experience providing accounting and tax services to small business owners and entrepreneurs. Her expertise includes bookkeeping and financial statement compilation, as well as individual and business tax return preparation. With a focus on tax compliance and small business accounting, Shawna specializes in assisting family-owned enterprises navigate complex financial regulations and achieve their goals.
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Tarique M. Chaudhary
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Tarique M. Chaudhary, a certified public accountant (CPA) based in Medford, Oregon, brings over 10 years of accounting experience to his clients. His services encompass sales tax compliance, payroll processing & compliance, and financial planning, catering to the needs of family-owned enterprises and small to medium-sized businesses. With expertise in basic accounting services, business tax services, and financial planning, Chaudhary provides personalized guidance to ensure his clients' financial stability and growth.
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.
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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.
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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.

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.