How this shortlist was selected
This collection includes 7 alphabetical examples from 7 directory records assigned to Lake Oswego, Oregon. Selection uses the location recorded in our sources, not client results, fees, reviews, or a quality score. Numbers identify entries and do not rank professional performance. The underlying profiles retain their source links.
Set the scope for your region
This Lake Oswego, Oregon shortlist draws on 7 distinct firm listings with that city and state in their source records. Show candidates the full operating footprint, including remote teams, property holdings, and planned expansion. Ask what can be handled remotely, what requires local coordination, and who owns each filing and implementation deadline. Ask whether meetings are local or remote and which professional will be responsible for your entities and states. A nearby address alone does not establish the advisory work you need.
A listed location describes the source record. It does not establish every office, current licensing, a service territory, or whether the provider will accept your engagement. Confirm those points before comparing proposals.
Aprio
Listed location: Lake Oswego, OR. Aprio is listed in a CPA society directory in Lake Oswego, OR. The member-provided record lists Activity Based Costing/Management, Accounting, Asset Management & Protection, Accounting Systems, Budgeting & Forecasting. Confirm current availability, professional credentials, and engagement scope directly.
Documented service categories: Activity Based Costing/Management, Accounting, Asset Management & Protection, Accounting Systems, Budgeting & Forecasting, Bankruptcy, Business Combinations, Business Valuations, Compilation & Review, Cost Accounting, Computer/Technical Consulting, Cost Segregation, CFO Outsourcing, Closely Held Business, Compensation Systems, Consulting Services, Consolidations, Controllership, Divorce, Disaster Recovery, Estate Planning, Employee Benefit Plans, Electronic Filing, Foreign Language-Japanese, Payroll, Practice Continuation, Personal Financial Planning, Performance Measurement, Pension Plan Administration, Practice Management, Quickbooks Consulting, SEC Practice, Technology or Internet/Web Advisory, Tax - International, Tax - Multi-State, Trustee Reporting & Accountability, Tax - State & Local, Tax - Corporate, Auditing, Business Succession, Business Advisory Services, Bookkeeping, Business Startups, Business & Strategic Planning, Computer Software Develop & Sales, Estate Trust & Gift Taxes, Foreign Language-Korean, Foreign Language-German, Forensic/Fraud, Foreign Language-Spanish, Foreign Language-Chinese, Inventory Control, Investment Advisory Services, IRS/ODR Representation, Leases & Loans, Lease Accounting, Litigation Support Services, Mergers & Acquisitions, Management Advisory, Real Estate Management, Real Estate Investment Trusts, Real Estate Tax, Retirement Planning, Small Business Plan/Issues, Self Employment, Trustee Services, Tax - Individual, Tax - Canadian, Tax - Controversies, Tax - Not-for-Profits, Tax - Out-of-State. Review the listing and its sources.
CliftonLarsonAllen LLP
Listed location: Lake Oswego, OR. CliftonLarsonAllen LLP is listed in a CPA society directory in Lake Oswego, OR. The member-provided record lists Accounting, Budgeting & Forecasting, Business Combinations, Compilation & Review, Cost Accounting. Confirm current availability, professional credentials, and engagement scope directly.
Documented service categories: Accounting, Budgeting & Forecasting, Business Combinations, Compilation & Review, Cost Accounting, Closely Held Business, Compensation Systems, Consulting Services, Controllership, Estate Planning, Employee Benefit Plans, Electronic Filing, Practice Continuation, Personal Financial Planning, Practice Management, Technology or Internet/Web Advisory, Tax - International, Tax - Multi-State, Tax - State & Local, Tax - Corporate, Auditing, Business Succession, Business Advisory Services, Bookkeeping, Business Startups, Business & Strategic Planning, Estate Trust & Gift Taxes, IRS/ODR Representation, Leases & Loans, Litigation Support Services, Mergers & Acquisitions, Management Advisory, Real Estate Management, Real Estate Tax, Retirement Planning, Small Business Plan/Issues, Self Employment, Tax - Individual, Tax - Canadian, Tax - Not-for-Profits, Tax - Out-of-State. Review the listing and its sources.
Crossroads Wealth Planning
Listed location: Lake Oswego, OR. Crossroads Wealth Planning is listed in a CPA society directory in Lake Oswego, OR. The member-provided record lists Closely Held Business, College Planning, Estate Planning, Personal Financial Planning, Investment Advisory Services. Confirm current availability, professional credentials, and engagement scope directly.
Documented service categories: Closely Held Business, College Planning, Estate Planning, Personal Financial Planning, Investment Advisory Services, Retirement Planning, Small Business Plan/Issues. Review the listing and its sources.
Handy & Reagan LLC
Listed location: Lake Oswego, OR. Handy & Reagan LLC is listed in a CPA society directory in Lake Oswego, OR. The member-provided record lists Accounting, Asset Management & Protection, Business Combinations, Business Valuations, CFO Outsourcing. Confirm current availability, professional credentials, and engagement scope directly.
Documented service categories: Accounting, Asset Management & Protection, Business Combinations, Business Valuations, CFO Outsourcing, Closely Held Business, Divorce, Domestic Partners, Estate Planning, Employee Benefit Plans, Electronic Filing, Personal Financial Planning, Pension Plan Administration, Quickbooks Consulting, Tax - Multi-State, Tax - State & Local, Tax - Corporate, Business Succession, Business Advisory Services, Business Startups, Business & Strategic Planning, Estate Trust & Gift Taxes, Investment Advisory Services, IRS/ODR Representation, Mergers & Acquisitions, Management Advisory, Retirement Planning, Small Business Plan/Issues, Trustee Services, Tax - Individual, Tax - Out-of-State. Review the listing and its sources.
Maginnis & Carey LLP
Listed location: Lake Oswego, OR. Maginnis & Carey LLP is listed in a CPA society directory in Lake Oswego, OR. The member-provided record lists Accounting, Compilation & Review, Closely Held Business, Consulting Services, Consolidations. Confirm current availability, professional credentials, and engagement scope directly.
Documented service categories: Accounting, Compilation & Review, Closely Held Business, Consulting Services, Consolidations, Estate Planning, Employee Benefit Plans, Electronic Filing, Tax - Multi-State, Tax - State & Local, Tax - Corporate, Auditing, Business Advisory Services, Business & Strategic Planning, Estate Trust & Gift Taxes, IRS/ODR Representation, Tax - Individual, Tax - Out-of-State. Review the listing and its sources.
SNK Consulting PC
Listed location: Lake Oswego, OR. SNK Consulting PC is listed in a CPA society directory in Lake Oswego, OR. Confirm current availability, professional credentials, and engagement scope directly.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Stone Associates CPAs LLC
Listed location: Lake Oswego, OR. Stone Associates CPAs LLC is listed in a CPA society directory in Lake Oswego, OR. The member-provided record lists Accounting, Accounting Systems, Business Combinations, Compilation & Review, Closely Held Business. Confirm current availability, professional credentials, and engagement scope directly.
Documented service categories: Accounting, Accounting Systems, Business Combinations, Compilation & Review, Closely Held Business, Divorce, Domestic Partners, Estate Planning, Offers in Compromise, Quickbooks Consulting, Tax - Multi-State, Tax - Military Personnel, Tax - State & Local, Tax - Corporate, Business Succession, Business Advisory Services, Business Startups, Estate Trust & Gift Taxes, IRS/ODR Representation, Litigation Support Services, Real Estate Tax, Retirement Planning, Small Business Plan/Issues, Self Employment, Tax - Individual, Tax - Controversies, Tax - Not-for-Profits, Tax - Out-of-State. Review the listing and its sources.
Compare the proposals, not just the names
- Describe the decision, entities, states, and deadline before asking for a fee.
- Ask for the named professional and written deliverables, including what happens after recommendations are made.
- Confirm whether returns, amendments, specialist studies, and implementation are included.
- Identify who communicates with your bookkeeper, preparer, attorney, or payroll team.
- Request a timeline and a complete written scope before engaging.
Use the engagement comparison tool, search all firm records, or browse other shortlists.
About this publication
AE Tax Advisors owns and publishes this guide. Our featured placement is publisher promotion. Inclusion of another firm is a research reference and does not imply affiliation, endorsement, or a client relationship.