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Portland
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Portland
Showing 1321 to 1330 of 2321 CPAs in Portland, Oregon
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William J. Conley
Certified Public Accountant
Verified Licensed
Location Portland, Oregon 97223
William J. Conley is a certified public accountant (CPA) based in Portland, Oregon, with over 10 years of experience serving individuals and businesses. His specialization includes providing comprehensive tax compliance services for various business structures such as S-Corps, partnerships, and LLCs, in addition to individual and family tax return preparation. Conley offers expert tax reporting services for retirement accounts, ensuring accurate and timely submissions to the IRS.
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Alan B. Anderson
Certified Public Accountant
Verified Licensed
Location Portland, Oregon 97223
Based in Portland, Oregon, Alan B. Anderson provides bookkeeping and financial statement compilation services, as well as individual and business tax return preparation. With over 15 years of experience in basic accounting services, Anderson's specialties include small business accounting and financial planning. Anderson's services cater to individuals and families, as well as family-owned enterprises, offering tailored solutions to meet their unique accounting needs.
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Erica S. Rocheleau
Certified Public Accountant
Verified Licensed
Location Portland, Oregon 97229
Based in Portland, Oregon, Erica S. Rocheleau is a certified public accountant with over 12 years of experience providing financial guidance to family-owned enterprises and small and medium-sized businesses. Her expertise includes bookkeeping, financial statement compilation, and tax compliance, with a focus on small business accounting and tax preparation. Rocheleau also represents clients in IRS matters, helping them navigate complex tax issues and resolve disputes. She is committed to delivering accurate and timely financial services, supporting the financial health and growth of her clients.
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Donald C. Warnecke Jr
Certified Public Accountant
Verified Licensed
Location Portland, Oregon 97229
Donald C. Warnecke Jr is a certified public accountant based in Portland, Oregon, with over a decade of experience providing accounting and tax services to diverse clients, including individuals and businesses. Specializing in basic accounting services, individual tax services, and tax compliance, he effectively navigates various business structures, such as S-corps, partnerships, and LLCs, to ensure accurate financial reporting and compliance with tax regulations. His expertise includes sales tax compliance and retirement account tax reporting, making him a valuable resource for clients seeking tailored tax solutions.
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Eric L. Balentine
Certified Public Accountant
Verified Licensed
Location Portland, Oregon 97205
Based in Portland, Oregon, Eric L. Balentine has over 15 years of experience providing accounting services to small and medium-sized businesses, as well as individuals. His expertise encompasses basic accounting services, business tax services, and small business accounting, offering valuable support to a variety of business structures, including S-Corps, partnerships, and LLCs. Among his services are retirement account tax reporting and individual and business tax return preparation, ensuring clients meet their tax obligations and take advantage of available deductions.
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Jessica L. Williams
Certified Public Accountant
Verified Licensed
Location Portland, Oregon 97217
With over 15 years of experience, Jessica L. Williams is a certified public accountant based in Portland, Oregon. Her expertise spans tax planning and consulting, as well as bookkeeping and financial statement compilation for various business structures, including S-Corps, partnerships, and LLCs. Specializing in basic accounting services, business tax services, and tax compliance, Jessica provides guidance to individuals and families across diverse industries.
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Craig L. Ekstrand
Certified Public Accountant
Verified Licensed
Location Portland, Oregon 97202
Based in Portland, Oregon, Craig L. Ekstrand offers professional accounting services for various business structures and individuals. With over 15 years of experience, Ekstrand specializes in basic accounting services, financial planning, and small business accounting. His expertise includes IRS representation, bookkeeping, and financial statement compilation, catering to the unique needs of S-corps, partnerships, and LLCs, as well as individuals and families.
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James S. Borquist
Certified Public Accountant
Verified Licensed
Location Portland, Oregon 97201
Based in Portland, Oregon, James S. Borquist has spent over 15 years providing expert financial guidance to family-owned enterprises and entrepreneurs and startups. His specialized services include basic accounting, small business accounting, and tax compliance, helping clients navigate complex financial regulations. As a seasoned accountant, Borquist advises on general accounting and advisory matters, ensuring compliance with sales tax regulations and providing tailored financial solutions for each business.
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Richard Schwartz
Certified Public Accountant
Verified Licensed
Location Portland, Oregon 97221
Richard Schwartz is a certified public accountant based in Portland, Oregon. With over a decade of experience, he provides financial guidance to various business structures, including S-Corporations, partnerships, and LLCs. His expertise includes basic accounting services, financial planning, and individual tax services, catering to the needs of entrepreneurs and startups. In addition to his core services, he offers specialized support in payroll processing and compliance, ensuring accurate and timely payments to employees and adherence to regulatory requirements.
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Lisa A. Joerin
Certified Public Accountant
Verified Licensed
Location Portland, Oregon 97205
Lisa A. Joerin is a certified public accountant based in Portland, Oregon, with over a decade of experience serving the financial needs of Individuals and Families, as well as Small and Medium-Sized Businesses. Her areas of specialization include Basic Accounting Services, Financial Planning, and Small Business Accounting, with a focus on helping clients navigate complex financial situations. She offers personalized Bookkeeping & Financial Statement Compilation services, in addition to Individual & Business Tax Return Preparation, ensuring clients are well-equipped to make informed financial 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.