Business Details
39 Years
experience
Your Trusted Accounting Partner in Portland
Founded in 1987, TKW has built a reputation as a trusted accounting firm dedicated to providing assurance, tax, and advisory services. Our mission is to inspire peace of mind by sharing our passion for accounting with clients and colleagues. With expertise in governmental, manufacturing, construction, and nonprofit sectors, we combine personalized service with technical excellence to help clients navigate financial complexities. Our team of CPAs and specialists brings decades of experience, offering tailored solutions for tax planning, audit services, and business strategy.We prioritize client relationships, community engagement, and continuous professional development, ensuring our team remains at the forefront of industry standards. As a boutique firm, we maintain the agility to deliver innovative solutions while upholding the rigorous quality standards established by our founders. Our commitment to transparency, accountability, and ethical practices has earned us recognition as one of Oregon's most diverse accounting firms.
Services
Assurance Services
Tax Planning
Business Advisory
Outsourced Accounting
Government Audits
Construction Accounting
Nonprofit Services
Manufacturing Tax
Estate Planning
Employee Benefit Audits
Details
- Year established: 1987
Highlights and features
- We offer 35+ years of specialized expertise in accounting and tax services.
- Our team includes licensed CPAs and industry-specific specialists with deep local knowledge.
- We provide personalized service combining technical excellence with strategic business insight.
- Our firm maintains membership in professional organizations like AICPA and OSCPA.
- We prioritize community impact through volunteer programs and local partnerships.
Services
Assurance Services
Our assurance services help organizations maintain financial accuracy and regulatory compliance. We conduct audits, reviews, and internal control assessments to identify risks and improve operational efficiency. Clients benefit from our expertise in governmental accounting standards and specialized audit requirements for nonprofits and public entities.
Tax Planning
We provide comprehensive tax planning and compliance services for businesses and individuals. Our specialists stay current with evolving tax laws to optimize clients' financial positions. Services include transactional tax analysis, multi-jurisdictional tax filings, and strategic tax-saving opportunities tailored to specific industries.
Business Advisory
Our advisory team offers strategic guidance for business growth and operational improvement. We assist with financial forecasting, profitability analysis, and system implementation. Clients receive customized solutions to enhance decision-making and achieve long-term business objectives across various sectors.
Outsourced Accounting
We manage day-to-day accounting functions for organizations needing temporary or permanent support. Services include bookkeeping, financial reporting, and controller functions. This solution helps businesses maintain accurate records while focusing on core operations and growth initiatives.
Government Audits
Specializing in governmental accounting, we conduct audits for municipalities, school districts, and public agencies. Our team understands unique public sector requirements, including compliance with GASB standards and federal grant regulations. Clients receive thorough assessments that enhance transparency and accountability.
People
Jason Orme
Managing Partner
With 35+ years of tax expertise, Jason leads TKW's tax department. He specializes in business transitions and tax compliance, holding CPA and CGMA certifications. Jason contributes to tax policy development and serves on AICPA committees.
Julie Fahey
Assurance Partner
Julie oversees governmental audits and employee benefit plan audits. A CPA and Certified Fraud Examiner, she brings 20+ years of public accounting experience. She leads recruiting efforts and serves on state and national accounting committees.
Tim Gillette
Assurance Partner
Tim provides audit and business advisory services with 40+ years of experience. A former managing partner, he holds CPA licenses in three states and specializes in governmental accounting standards and fraud examination.
Kris Peterson
Tax Partner
Kris focuses on construction and hospitality industry tax solutions. With 25+ years of experience, she holds a Master of Taxation degree and serves on Portland State University's Accounting Advisory Board.
Mandy Chan
Tax Partner
Mandy specializes in corporate tax planning and Oregon-specific tax regulations. She assists middle-market businesses with compliance and serves as a resource for international tax matters and state tax implementations.
Questions
What accounting services does TKW offer?
We provide assurance, tax planning, business advisory, outsourced accounting, and specialized services for government and nonprofit organizations.
Which industries does TKW specialize in?
We focus on governmental entities, manufacturing, construction, real estate, healthcare, and nonprofit organizations across the Pacific Northwest.
How does TKW differ from larger accounting firms?
As a boutique firm, we combine personalized service with technical expertise while maintaining access to global resources through professional networks.
Can TKW help with Oregon-specific tax requirements?
Yes, our tax team specializes in Oregon corporate activity tax, Portland Metro Tax, and other state-specific regulations.
