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Medford
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Medford
Showing 1 to 10 of 199 CPAs in Medford, Oregon
FJ
Frank J. Scala
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Based in Medford, Oregon, Frank J. Scala has over 20 years of experience providing comprehensive accounting services to a diverse range of clients. His expertise lies in individual and business tax services, including tax compliance, retirement account tax reporting, and IRS representation. Scala's services cater to various business structures, such as S-Corps, partnerships, and LLCs, as well as family-owned enterprises, offering tailored solutions to meet their unique needs.
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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.
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Kimberly A. Howard
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Based in Medford, Oregon, Kimberly A. Howard is a certified public accountant with over 15 years of experience in providing expert financial guidance to individuals and small to medium-sized businesses. Specializing in basic accounting services, individual tax services, and small business accounting, her expertise includes financial statement compilation, tax planning, and consulting. With a focus on serving individuals and families, as well as small and medium-sized businesses, Kimberly offers personalized accounting solutions tailored to meet the unique needs of each client.
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Bryce F. Bell
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97504
Bryce F. Bell, a certified public accountant based in Medford, Oregon, has over 15 years of experience providing financial guidance. His expertise includes general accounting and advisory services, with a focus on financial planning and budgeting for entrepreneurs and startups. In addition to tax compliance and basic accounting services, Bell offers payroll processing and compliance assistance to ensure businesses remain in good standing. As a seasoned financial advisor, he helps individuals and families navigate complex financial situations and develop long-term plans.
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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.
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.
KA
Kelly A. Porter
Certified Public Accountant
Verified Licensed
Location Medford, Oregon 97501
Based in Medford, Oregon, Kelly A. Porter is a practicing CPA with extensive experience in tax preparation and accounting. With over 10 years of experience in the industry, Porter specializes in providing basic accounting services, individual tax services, and financial planning to individuals and families, as well as family-owned enterprises. Her expertise includes sales tax compliance and preparing individual and business tax returns in accordance with relevant laws and regulations.
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.
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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.
KA
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.