Business Details
39 Years
experience
Trusted Accounting and Tax Services in Portland, OR
Founded in 1987 by Jack Talbot, Roger Korvola, and John Warwick, our firm has built a legacy of delivering precise accounting solutions. We specialize in assurance, tax, and advisory services, serving businesses, individuals, nonprofits, and government entities across the Pacific Northwest. Our team combines decades of experience with a commitment to personalized service, ensuring clients navigate financial complexities with confidence.We prioritize continuous learning, staying ahead of evolving tax laws and accounting standards to provide actionable insights. Our culture fosters collaboration, mentorship, and community engagement, reflecting our belief that accounting is not just about numbers but about building trust and long-term relationships.
Services
Assurance
Tax Services
Business Advisory
Outsourced Accounting
Details
- Year established: 1987
Highlights and features
- We offer over 35 years of experience in accounting and tax advisory services.
- Our team includes CPAs and Chartered Global Management Accountants with specialized expertise.
- We provide personalized service rooted in a deep understanding of client industries.
- Our focus on government and nonprofit sectors ensures tailored compliance solutions.
- We invest in continuous education to stay ahead of evolving financial regulations.
Services
Assurance
Our assurance services focus on verifying financial accuracy and compliance for businesses and government entities. We conduct audits, reviews, and internal control assessments to identify risks and improve operational efficiency. Clients benefit from our expertise in US GAAP and GAAS standards, ensuring reliable financial reporting.
Tax Services
We provide comprehensive tax consulting, planning, and compliance services for businesses and individuals. Our team stays current with federal and state tax law changes to optimize client financial positions. Services include transaction analysis, tax consequence evaluation, and strategic advisory.
Business Advisory
Our advisory services help businesses analyze financial health and develop growth strategies. We offer cash flow projections, profitability analysis, and system implementation support. Clients gain actionable insights to enhance decision-making and operational performance.
Outsourced Accounting
We manage day-to-day accounting tasks including bookkeeping, tax preparation, and financial reporting. This service allows businesses to focus on core operations while ensuring accurate, timely financial data. Customized solutions address short-term gaps or long-term needs.
People
Jason Orme
Managing Partner
With over 35 years of tax expertise, Jason leads TKW's tax department. He specializes in advising closely held businesses and nonprofits, with a focus on transaction structuring and succession planning. A licensed CPA and Chartered Global Management Accountant, he contributes to national tax committees.
Julie Fahey
Partner
Julie oversees assurance services for government entities and businesses. A Certified Fraud Examiner and CPA, she specializes in audits, internal controls, and employee benefit plan consulting. She actively participates in national governmental finance organizations.
Tim Gillette
Partner
Tim provides assurance and advisory services with expertise in municipal auditing and litigation support. A former Managing Partner, he has 40 years of experience in public accounting and private industry, including teaching roles in accounting education.
Kris Peterson
Partner
Kris specializes in tax planning for construction, hospitality, and service industries. With 25 years of experience, she serves closely held businesses and contributes to Portland State University's accounting advisory board.
Mandy Chan
Partner
Mandy offers tax consulting and compliance services for middle-market businesses. She focuses on Oregon corporate tax law, including the Corporate Activity Tax. A former Grant Thornton professional, she holds advanced accounting degrees.
Questions
What industries does TKW specialize in?
We specialize in government, manufacturing, construction, real estate, and nonprofit sectors, with deep expertise in regulatory compliance for these industries.
Do you offer outsourced accounting services?
Yes, we provide temporary or permanent outsourced accounting support for bookkeeping, financial reporting, and tax preparation needs.
How does TKW stay updated on tax law changes?
Our team actively monitors legislative updates and participates in professional organizations like AICPA and OSCPA to ensure compliance knowledge remains current.
Can I schedule a consultation with a tax expert?
Yes, contact us at 503-274-2849 to connect with our tax professionals for personalized advisory services.
What sets TKW apart from other accounting firms?
Our combination of industry-specific expertise, personalized service, and commitment to community distinguishes us as a trusted local partner.
