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Showing 1 to 2 of 2 CPAs in Monroe, Oregon
MD
Mark D. Poorman
Certified Public Accountant
Verified Licensed
Location Monroe, Oregon 97456
Based in Monroe, Oregon, Mark D. Poorman is a practicing certified public accountant (CPA) with over 15 years of experience in accounting and financial services. His professional expertise spans basic accounting services, small business accounting, and financial planning, making him a valuable resource for individuals and families as well as small and medium-sized businesses. The services he offers include comprehensive bookkeeping and financial statement compilation, as well as tax planning and consulting tailored to meet the unique needs of his clients. Mark D. Poorman's extensive knowledge and experience enable him to provide expert guidance on financial matters, helping his clients achieve their financial goals and objectives.
MD
Merle D. Allen II
Certified Public Accountant
Verified Licensed
Location Monroe, Oregon 97456
Located in Monroe, Oregon, Merle D. Allen II provides comprehensive accounting services to a diverse range of clients. With over 15 years of experience in tax preparation and representation, his practice focuses on individual and business tax return preparation, as well as IRS representation. His areas of specialization include basic accounting services, business tax services, and small business accounting, serving various business structures, such as S-Corps, partnerships, and LLCs, as well as individuals and families. Mr. Allen's expertise and experience make him a valuable resource for clients seeking personalized accounting guidance in Oregon.

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.