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Powell Butte
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Powell Butte
Showing 1 to 3 of 3 CPAs in Powell Butte, Oregon
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Shirley L. Jacobs
Certified Public Accountant
Verified Licensed
Location Powell Butte, Oregon 97753
Based in Powell Butte, Oregon, Shirley L. Jacobs brings over 20 years of experience in accounting and taxation to her clients. Her expertise encompasses small business accounting, business tax services, basic accounting services, and various business structures including S-Corps, partnerships, and LLCs. Shirley provides specialized services in payroll processing and compliance, as well as retirement account tax reporting, helping small and medium-sized businesses meet their financial obligations.
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Marilyn J. Mcfarlane
Certified Public Accountant
Verified Licensed
Location Powell Butte, Oregon 97753
Marilyn J. Mcfarlane is a certified public accountant based in Powell Butte, Oregon, with over 10 years of experience providing financial guidance to individuals and small to medium-sized businesses. Her practice focuses on basic accounting services, including financial planning and tax compliance, as well as retirement account tax reporting and IRS representation. McFarlane serves a diverse range of clients, from individuals and families to small and medium-sized businesses, offering personalized support tailored to their unique needs. With a strong foundation in accounting principles and regulatory requirements, McFarlane helps clients navigate complex financial situations and achieve their long-term goals.
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Kathy S. Woeck
Certified Public Accountant
Verified Licensed
Location Powell Butte, Oregon 97753
Kathy S. Woeck is a certified public accountant (CPA) serving clients in Powell Butte, Oregon, with a focus on individual and business tax preparation and representation before the IRS. With over years of experience in the field, she specializes in providing basic accounting services, financial planning, and individual tax services to family-owned enterprises and entrepreneurs and startups. Her expertise extends to ensuring compliance with tax regulations, managing financial statements, and developing personalized financial plans that meet the unique needs of her clients.

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.