Filter Results
Wilsonville
Filter Results
Wilsonville
Showing 21 to 30 of 63 CPAs in Wilsonville, Oregon
KN
Kristina N. Cruz
Certified Public Accountant
Verified Licensed
Location Wilsonville, Oregon 97070
Based in Wilsonville, Oregon, Kristina N. Cruz provides comprehensive accounting services to small and medium-sized businesses and family-owned enterprises. With over 10 years of experience in CPA services, Cruz specializes in providing basic accounting services, small business accounting, and financial planning to meet the diverse needs of her clients. Her expertise in payroll processing and compliance, as well as sales tax compliance, enables her to ensure seamless financial management and minimize tax liabilities.
MR
Matthew R. Apken
Certified Public Accountant
Verified Licensed
Location Wilsonville, Oregon 97070
Matthew R. Apken, a Wilsonville, Oregon-based CPA, has over 15 years of experience providing accounting services to various business structures, including S-Corps, partnerships, and LLCs. His expertise lies in small business accounting, individual tax services, and basic accounting services, helping clients navigate complex financial situations. Apken's services also include tax planning and consulting, as well as bookkeeping and financial statement compilation, allowing him to support clients throughout their financial lifecycle.
KE
Keeley E. George
Certified Public Accountant
Verified Licensed
Location Wilsonville, Oregon 97070
Based in Wilsonville, Oregon, Keeley E. George is a licensed CPA with over 15 years of experience in public accounting. Her areas of specialization include basic accounting services, business tax services, and tax compliance, providing expertise to clients across various business structures such as S-corps, partnerships, and LLCs, as well as family-owned enterprises. In addition to individual and business tax return preparation, George represents clients before the IRS, addressing audit concerns and disputes.
JC
Jenna C. Locke
Certified Public Accountant
Verified Licensed
Location Wilsonville, Oregon 97070
Jenna C. Locke, a certified public accountant based in Wilsonville, Oregon, provides financial guidance to entrepreneurs and startups. With over a decade of experience in accounting and financial planning, Locke specializes in basic accounting services, individual tax services, and financial planning, serving a diverse range of business structures, including S-Corps, partnerships, and LLCs. She is also experienced in IRS representation and offers bookkeeping and financial statement compilation services, assisting clients in meeting their financial reporting requirements.
SL
Steven L. Weiland
Certified Public Accountant
Verified Licensed
Location Wilsonville, Oregon 97070
Located in Wilsonville, Oregon, Steven L. Weiland is a seasoned accounting professional with over 25 years of experience serving entrepreneurs and startups, as well as small and medium-sized businesses. His areas of specialization include basic accounting services, individual tax services, and small business accounting, with a focus on providing expert tax planning and consulting, as well as efficient payroll processing and compliance. Weiland stays up-to-date on the latest tax laws and regulations, ensuring clients receive accurate and compliant services, and maintains a strong commitment to helping businesses achieve financial stability and growth.
JN
Joyce N. Boss
Certified Public Accountant
Verified Licensed
Location Wilsonville, Oregon 97070
Based in Wilsonville, Oregon, Joyce N. Boss is a CPA with over 10 years of experience providing financial expertise to Individuals and Families, as well as Family-Owned Enterprises. Her services include comprehensive Bookkeeping and Financial Statement Compilation, and expert Individual & Business Tax Return Preparation, ensuring accurate and timely submissions. With specialized knowledge in Basic Accounting Services, Individual Tax Services, and Financial Planning, Joyce N. Boss offers tailored financial guidance to meet her clients' diverse needs.
GF
George F. Guild
Certified Public Accountant
Verified Licensed
Location Wilsonville, Oregon 97070
George F. Guild is a certified public accountant (CPA) with over 20 years of experience serving clients in Wilsonville, Oregon. He specializes in providing basic accounting services, tax compliance, and individual tax services to individuals and families, as well as small and medium-sized businesses. George's expertise includes retirement account tax reporting and individual & business tax return preparation, helping clients navigate complex tax laws and regulations.
SJ
Scott J. Hubbard
Certified Public Accountant
Verified Licensed
Location Wilsonville, Oregon 97070
Located in Wilsonville, Oregon, Scott J. Hubbard provides a range of financial services to entrepreneurs and startups, as well as various business structures, including S-corporations, partnerships, and limited liability companies. With over 15 years of experience in accounting and taxation, Scott specializes in basic accounting services, tax compliance, and individual tax services. His expertise encompasses bookkeeping and financial statement compilation, payroll processing and compliance, and he is well-versed in the tax requirements of various business structures.
KL
Kathy L. Ortega
Certified Public Accountant
Verified Licensed
Location Wilsonville, Oregon 97070
Practicing in Wilsonville, Oregon, since 2008, Kathy L. Ortega brings extensive experience in various business structures, including S-Corps, partnerships, and LLCs, to her clients in the family-owned enterprise sector. Her specialization in basic accounting services, financial planning, and tax compliance enables her to provide comprehensive support to businesses of all sizes, ensuring tax compliance and navigating financial complexities. With expertise in general accounting and advisory services, Ortega also excels at preparing retirement account tax reports, offering valuable insights into the financial landscape of her clients.
PM
Philip M. Heu-Weller
Certified Public Accountant
Verified Licensed
Location Wilsonville, Oregon 97070
Philip M. Heu-Weller is a seasoned accounting professional with over 20 years of experience based in Wilsonville, Oregon. He specializes in providing Basic Accounting Services, Small Business Accounting, and Business Tax Services to a diverse range of clients, including Individuals and Families, and Various Business Structures such as S-Corps, Partnerships, and LLCs. He provides customized Bookkeeping and Financial Statement Compilation services, as well as ensuring Sales Tax Compliance for his clients, helping them navigate complex tax regulations and financial reporting requirements.

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.