Business Details
40 Years
experience
Trusted Certified Public Accountants in Portland, OR
Culshaw and Company and Company has been providing comprehensive accounting, tax, and business consulting services since 1986. Our team of certified professionals, including CPAs and specialists, serves individuals and closely held businesses across the Portland Metro area and surrounding regions. As a Certified B Corporation since 2019, we uphold rigorous standards of social and environmental responsibility while maintaining a triple-bottom-line approach to business. Our commitment to client service extends beyond tax compliance, offering year-round support through digital tools, educational resources, and personalized guidance.We prioritize ethical practices, transparency, and continuous improvement in our operations, including transitioning to a paperless office environment. With decades of collective experience, our professionals deliver specialized expertise in tax planning, IRS audit representation, business succession planning, and QuickBooks solutions. Our woman-owned firm fosters a supportive workplace culture with flexible scheduling and above-industry-standard benefits, ensuring our team remains dedicated to minimizing client stress while maximizing service quality.
Services
Tax Preparation
Tax Planning
IRS Audit Representation
QuickBooks Setup
Business Succession Planning
Financial Statements
Non-Profit Accounting
New Business Formation
Details
- Year established: 1986
Highlights and features
- We offer over 35 years of local accounting expertise
- Our B Corp certification demonstrates commitment to social responsibility
- We provide personalized service with digital convenience tools
- Our team includes specialized CPAs with industry-specific knowledge
- We guarantee year-round tax law guidance and support
Associations and certifications
- Certified B Corporation
What people say
Personalized service
Expert tax guidance
Prompt responses
Reliable support
Decades-long trust
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We identify all eligible deductions and credits while maintaining compliance with current tax regulations. Our experienced CPAs use advanced software to verify calculations and optimize refund potential.
Tax Planning
We develop customized tax planning strategies to minimize liabilities across income, estate, and investment taxes. Our proactive approach includes year-round consultation and implementation of legal tax-saving techniques tailored to each client's financial situation.
IRS Audit Representation
Our firm provides complete IRS audit representation, handling all communication and documentation requirements. We protect client interests through professional negotiation and ensure proper application of tax laws during audit proceedings.
QuickBooks Services
We offer QuickBooks setup, training, and ongoing support for small to mid-sized businesses. Our services ensure proper implementation of accounting systems and efficient financial management through tailored software solutions.
Business Succession Planning
Our succession planning service creates structured strategies for business ownership transfer. We help clients develop legally sound plans that ensure business continuity while addressing tax implications and family dynamics.
People
Mary L. Culshaw
CPA/PFS, CFP, Partner
With over 35 years of experience, Mary specializes in tax planning and business consulting. She leads our team in delivering personalized financial strategies while maintaining the firm's B Corp values.
Kimberly Llorens
CPA, Partner
Kimberly provides expert tax preparation and planning services. Her client-focused approach has earned recognition for resolving complex tax issues and reducing liabilities through strategic planning.
Mae-Yen Tsai
CPA / ABV, Partner
Mae-Yen specializes in business valuation and forensic accounting. She brings technical expertise to our business consulting services while maintaining a commitment to client education and transparency.
Su-Wei Huang
CPA
Su-Wei focuses on individual and business tax compliance. With extensive experience in tax code interpretation, she ensures accurate filings while identifying opportunities for tax savings.
Taehee Ahn
Accountant
Taehee provides accounting and tax preparation services with a focus on small business clients. Her attention to detail ensures accurate financial reporting and compliance with regulatory requirements.
Questions
What accounting services do you offer for small businesses?
We provide financial statements, business succession planning, new business formation, and QuickBooks setup and support for small businesses.
Do you handle IRS audit representation?
Yes, we offer comprehensive IRS audit representation services to protect your interests and handle all communication with tax authorities.
Are you available for tax questions throughout the year?
Yes, we provide year-round tax guidance and send regular updates about tax law changes to all clients.
What makes you different from other accounting firms?
We combine B Corp-certified ethical standards with personalized service, digital convenience tools, and decades of local expertise.
Do you offer digital document management?
Yes, we provide a secure client portal for storing and accessing financial documents with 24/7 availability.
How do you handle complex tax situations?
Our CPAs specialize in complex tax planning, international tax issues, and business transition strategies with personalized solutions.
