Aldrich CPAs + Advisors

Business Details

50+ Years

experience

Your Trusted Accounting & Tax Partner in Portland, OR

For over fifty years, Aldrich CPAs + Advisors CPAs + Advisors has been dedicated to helping businesses, their owners, and individuals achieve their financial goals. Our firm combines deep industry expertise with a comprehensive suite of services, including audit and assurance, tax planning, outsourced accounting, wealth management, and business transition advisory. With a team of seasoned professionals and a client-centric approach, we provide tailored solutions that address the unique challenges of each client.

Our commitment to quality is reflected in our status as one of the top 70 accounting firms in the US and our affiliation with Crowe Global, the eighth-largest accounting network worldwide. Headquartered in Oregon since 1973, we serve clients nationally from eight offices across the Western United States. Our mission is to bring clarity to every phase of our clients' personal and professional financial lifecycles through integrated, forward-thinking strategies.

Services

Audit + Assurance Business Tax International Tax Outsourced Accounting Wealth Management Transaction Advisory Tax Planning Employee Benefit Plans

Details

Year established: 1973

Highlights and features

We offer 50+ years of experience in accounting and financial advisory services.
Our team includes specialists in industry-specific tax and compliance requirements.
We provide integrated services across accounting, tax, wealth management, and business transitions.
Our affiliation with Crowe Global ensures access to global resources with local service.
We maintain a client-focused approach with dedicated advisors for personalized support.

Website

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Services

Audit + Assurance

Our audit and assurance services provide reliable financial information for decision-makers. We specialize in audit reviews, employee benefit plan audits, and compliance with regulatory standards. Our team uses advanced technology to ensure accuracy and efficiency, serving clients in industries like construction, agriculture, and utilities. Clients benefit from our expertise in navigating complex financial regulations and maintaining high-quality standards.

Business Tax

We help businesses manage tax compliance and strategy in a constantly evolving regulatory environment. Our services include tax planning, international tax solutions, and IRS audit support. With industry-specific expertise, we minimize risks while maximizing opportunities for clients in sectors like manufacturing, healthcare, and professional services. Our proactive approach ensures clients stay compliant and competitive.

Wealth Management

Aldrich CPAs + Advisors CPAs + Advisors Wealth offers personalized investment management and financial planning services. With over $6.5 billion in assets under advisement, we provide fiduciary governance, tax-efficient strategies, and retirement planning. Our holistic approach integrates investment management, estate planning, and risk management to help individuals and corporate clients grow and protect their wealth effectively.

Transaction Advisory

Aldrich CPAs + Advisors CPAs + Advisors Capital Advisors provides expert guidance for business transactions, including mergers, acquisitions, and succession planning. We offer business valuations, quality of earnings analysis, and transaction tax structuring. Our team helps clients maximize value during sales or transitions, with a focus on closely held businesses across industries like construction and manufacturing.

Outsourced Accounting

Our outsourced accounting services deliver timely financial information and analysis for businesses. We act as an extension of your accounting department, handling day-to-day operations while providing strategic insights. Clients gain access to a full team of professionals with expertise in areas like payroll, tax compliance, and financial reporting, allowing them to focus on core business activities.

People

Erik Gillam

Partner

Agriculture and farming specialist with over 20 years of experience in assurance services. Leads Aldrich CPAs + Advisors CPAs + Advisors's agribusiness practice and serves on the National Society of Accountants for Cooperatives.

Tracy Allen

Partner

Construction industry expert with 20 years of experience. Provides audit and consulting services to construction firms, including cash-flow management and succession planning. Holds the CCIFP designation.

Nick Uren

Senior Manager

International tax attorney specializing in cross-border transactions and transfer pricing. Former leader of Grant Thornton's Pacific Northwest international tax practice with expertise in M&A and global structuring.

Bill Shaw

Managing Director

M&A advisor with 25+ years of experience in investment banking and corporate finance. Specializes in business succession planning and capital transactions for closely held businesses.

Brian Andreosky

President of Aldrich Capital

Certified Exit Planning Advisor focused on helping business owners transition companies. Leads transaction advisory services and provides strategic guidance for business sales and acquisitions.

Questions

What industries does Aldrich CPAs + Advisors CPAs + Advisors CPAs + Advisors specialize in?

We specialize in agriculture, construction, manufacturing, healthcare, utilities, and professional services, offering industry-specific accounting and advisory solutions.

How long has Aldrich CPAs + Advisors CPAs + Advisors been in business?

Founded in 1973, Aldrich CPAs + Advisors CPAs + Advisors has provided accounting and financial services to businesses and individuals for over 50 years.

What locations does Aldrich CPAs + Advisors CPAs + Advisors serve?

We operate from eight offices in the Western US, including Portland, Denver, Orange County, and Salt Lake City, serving clients nationally.

What sets Aldrich CPAs + Advisors CPAs + Advisors apart from other accounting firms?

Our combination of industry expertise, integrated services across accounting and wealth management, and affiliation with Crowe Global distinguishes us as a comprehensive solutions provider.

Does Aldrich CPAs + Advisors CPAs + Advisors offer international tax services?

Yes, we provide international tax planning, compliance, and transfer pricing services for US companies operating abroad and foreign businesses entering the US market.

How does Aldrich CPAs + Advisors CPAs + Advisors approach business transitions?

Our transaction advisory team offers business valuations, succession planning, and M&A support to help owners maximize value during sales or internal transitions.

Reviews (4)

Write a Review

Tamara Altman

Mar 23, 2020 Report

I cannot say enough great things about our experience with Aldrich (and Mike Sause, specifically). We are a small company, but have always been treated with great respect and consistent responsiveness. Mike is always available to answer our questions and to provide advice. We feel so fortunate to be working with Mike, and we plan to continue this relationship for the lifetime of our company (and for our personal taxes/finances as well)! Thanks so much!

Rex Daines

Jan 14, 2020 Report

We have worked with Heather at Aldrich for several years. She has provided exceptional professional service and knowledge and I highly recommend Aldrich.

Tyson Scott

Jun 24, 2019 Report

Deb Garland is the best! I have been impressed with the professionalism of the entire organization. It is hard to pick someone to trust with your hard earned money, but Aldrich and specifically Deb have been incredible to work with. Thank you for going beyond and being more than an accountant but a business partner!

Joel H.

Apr 09, 2012 Report

Unprofessional tax service! AKT will happily take your money and do nothing more for you than type your information into whatever tax software they use. If you are looking for actual advice and preparation services run away from AKT.