Business Details
47 Years
experience
Your Trusted Accounting Partner in Lake Oswego
Founded in 1979, our firm has built a legacy of exceptional client service rooted in community values and personalized relationships. With over 80 dedicated professionals, we combine deep technical expertise with a commitment to understanding each client's unique needs. Our specialists stay ahead of evolving accounting standards and tax regulations to deliver proactive solutions tailored to nonprofit organizations, closely held businesses, and individuals. Through strategic affiliations like AGN International, we provide global resources while maintaining local accessibility.Our construction and real estate industry team holds specialized certifications to address complex sector challenges. We measure success through our clients' growth and trust, demonstrated by long-term partnerships and recognition as a top 10 Portland CPA firm. Our mission remains focused on shared success through ethical practices, continuous learning, and community investment.
Services
Audit Services
Tax Preparation
Nonprofit Consulting
Construction Accounting
Retirement Plan Audits
Estate Planning
Business Succession Planning
Tax Credit Consulting
Financial Systems Design
ERISA Compliance
Details
- Year established: 1979
Highlights and features
- We offer 45 years of proven expertise in nonprofit and construction industry accounting
- Our team includes Certified Construction Industry Financial Professionals
- We maintain AICPA quality center memberships for audit excellence
- Personalized service from 80+ dedicated accounting professionals
- Strategic global network through AGN International affiliation
Associations and certifications
- American Institute of Certified Public Accountants Employee Benefit Plan Audit Quality Center
- Governmental Audit Quality Center
- AGN International
What people say
Exceptional nonprofit expertise
Knowledgeable construction specialists
Proactive tax planning
Personalized service approach
Strong industry reputation
Services
Nonprofit Audit Services
We provide comprehensive audit solutions for nonprofit organizations, including financial statement audits, Uniform Guidance compliance audits, and retirement plan examinations. Our specialists understand the unique regulatory requirements facing tax-exempt entities and offer tailored reporting that meets donor, grantor, and regulatory expectations. With experience serving over 150 nonprofits, we help organizations maintain compliance while focusing on their mission-driven goals.
Construction Industry Accounting
Our Certified Construction Industry Financial Professionals deliver specialized accounting solutions for construction firms, including job costing systems, cost segregation analysis, and bonding support. We help contractors navigate complex tax regulations and implement financial systems that improve cash flow management. Our team provides strategic advisory services to support business growth and operational efficiency in the construction sector.
Tax Planning & Compliance
We offer comprehensive tax solutions for businesses and individuals, including federal and state tax return preparation, strategic tax planning, and representation before taxing authorities. Our professionals stay current with evolving tax laws to identify savings opportunities while ensuring compliance. Services include entity selection guidance, estate tax planning, and tax credit consulting for diverse client needs.
Retirement Plan Audits
Our AICPA Employee Benefit Plan Audit Quality Center members conduct financial statement audits for retirement plans ranging from $1M to $100M in assets. We help plan administrators meet ERISA requirements through accurate reporting, internal control recommendations, and Form 5500 preparation. Our services ensure compliance while protecting plan participants' interests.
Business Advisory Services
We provide strategic advisory services for closely held businesses, including succession planning, cash flow management, and risk assessment. Our consultants help business owners optimize tax structures, implement effective accounting systems, and develop growth strategies. We offer specialized industry insights to support informed decision-making and long-term sustainability.
Questions
What accounting services do you offer for nonprofit organizations?
We provide financial statement audits, tax compliance, and consulting services tailored to nonprofit organizations, including Form 990 preparation and regulatory compliance guidance.
Do you specialize in construction industry accounting?
Yes, we have a dedicated Construction Industry Team with Certified Construction Industry Financial Professionals offering specialized accounting and tax services for contractors.
How do you handle changing tax regulations?
Our team continuously monitors tax law changes to provide proactive planning strategies that help clients maintain compliance and optimize tax positions.
What retirement plan audit services do you provide?
We conduct ERISA-compliant financial statement audits for retirement plans, including Form 5500 preparation and internal control recommendations.
Reviews (1)
Richa K.
Sep 16, 2021
Report
I am assuming they are good because they were a referral from someone. Unfortunately I never got to work with them. I submitted the contact form from on their website. Then I called twice. Both times I connected with a receptionist who asked me to leave a voicemail which I did. It has been over 4 weeks since the first contact but no response. Perhaps they are not taking new clients, I asked the receptionist who affirmed that it isn't the case.
In any case, decency to return the call/email should be there to let the potential client know. This review is for responsiveness to future clients, not for their services. That said, I wonder if communication is broken for the existing clients too.
In any case, decency to return the call/email should be there to let the potential client know. This review is for responsiveness to future clients, not for their services. That said, I wonder if communication is broken for the existing clients too.
