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Phoenix
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Phoenix
Showing 1 to 2 of 2 CPAs in Phoenix, Oregon
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Carolyn R. Anderson
Certified Public Accountant
Verified Licensed
Location Phoenix, Oregon 97535
Located in Phoenix, Oregon, Carolyn R. Anderson is a certified public accountant with over 10 years of experience in taxation and accounting. She specializes in providing basic accounting services, tax compliance, and small business accounting solutions to family-owned enterprises, entrepreneurs, and startups. Anderson prepares individual and business tax returns, and ensures compliance with sales tax regulations, leveraging her expertise to help clients navigate complex tax laws and codes.
LI
Leone I. Holden
Certified Public Accountant
Verified Licensed
Location Phoenix, Oregon 97535
Based in Phoenix, Oregon, Leone I. Holden provides tax planning and consulting services to individuals and businesses. With over a decade of experience in general accounting and advisory, Leone I. Holden offers customized solutions to meet the unique needs of small and medium-sized businesses, entrepreneurs, and startups. Specializing in basic accounting services, business tax services, and individual tax services, Leone I. Holden helps clients navigate financial complexities and make informed decisions.

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.