Business Details
47 Years
experience
Trusted Accounting & Tax Services in Portland, OR
Established in 1979, Simpson & Company & Company has dedicated over four decades to serving Northwest clients with specialized accounting, tax, and consulting services. Based in Portland, Oregon, we prioritize community values while delivering tailored solutions for not-for-profit organizations and small businesses. Our firm combines the agility of a smaller practice with the professional rigor of larger firms, ensuring personalized attention and consistent client relationships. We emphasize leadership, honesty, and integrity in all operations, supported by participation in the AICPA Quality Review Program to maintain high standards. Our team exceeds continuing education requirements, focusing on not-for-profit and governmental accounting expertise.We foster a culture of teamwork, respect, and open communication, both internally and with clients, to build lasting partnerships. Our commitment extends beyond financialswe aim to understand clients' broader goals and contribute to their long-term success. With decades of collective experience, our professionals provide insights into tax legislation, organizational structure, and estate planning. We maintain updated resources on accounting standards and tax regulations to ensure compliance and accuracy. Our approach balances technical excellence with a client-centered philosophy, reflecting our belief that financial success is intertwined with personal and community well-being.
Services
Income Tax
Audit & Attest
Consulting
Tax Planning
Not-for-Profit Accounting
Details
- Year established: 1979
Highlights and features
- We offer 40+ years of specialized experience in nonprofit and small business accounting.
- Our team maintains AICPA Quality Review Program certification for audit excellence.
- We provide tailored consulting services aligned with individual client needs.
- Our staff exceeds continuing education requirements in nonprofit and governmental accounting.
- We combine personalized service with the technical rigor of larger accounting firms.
Associations and certifications
- AICPA Quality Review Program
What people say
Expertise in nonprofit audits
Personalized service
Knowledgeable staff
Long-term relationships
Quality reviews
Services
Income Tax
We provide comprehensive tax preparation services for individuals, small businesses, partnerships, corporations, and trusts. Our expertise includes compliance with current tax legislation, IRS audit assistance, and strategic planning to minimize tax liability. Clients benefit from tailored solutions that address unique financial situations while ensuring regulatory compliance.
Audit & Attest
Our audit and attestation services focus on nonprofit organizations, including reviews, compilations, and compliance audits. We ensure financial transparency and adherence to accounting standards through rigorous examination of financial statements. Clients receive actionable insights to improve financial reporting accuracy and meet regulatory requirements.
Consulting
We offer customized consulting services covering business organization, financial structuring, and estate planning. Our approach addresses specific client needs through strategic analysis of organizational frameworks and tax-efficient planning. Clients gain actionable recommendations to enhance financial decision-making and long-term sustainability.
Tax Planning
Our tax planning services focus on minimizing liability through strategic analysis of legislative changes and financial scenarios. We specialize in estate planning, college funding strategies, and small business transaction planning. Clients receive proactive guidance to optimize tax outcomes while aligning with personal and business objectives.
Not-for-Profit Accounting
We provide specialized accounting services for nonprofit organizations, including compliance with federal funding requirements and A-133 Single Audits. Our team understands unique nonprofit financial challenges and offers tailored solutions for grant reporting, budgeting, and governance. Clients benefit from expertise in maintaining tax-exempt status and maximizing financial efficiency.
People
Lisa Joerin
Managing Partner
CPA with 30 years of experience in nonprofit and small business accounting, Certified Municipal Auditor, and expert in A-133 Single Audit requirements and estate planning.
Melissa Andal
Partner
CPA with 20+ years in public accounting, specializing in nonprofit audits and tax services, Certified Municipal Auditor, and former corporate regulatory compliance specialist.
Lydia Whitaker
CPA
Accounting professional with 10+ years in nonprofit and government sectors, dual degrees in business and accounting, and expertise in tax planning and financial statement preparation.
Mary Cooley
Office Manager
30-year bookkeeping and payroll expert managing day-to-day operations, with extensive experience in client financial processing and office administration.
Questions
What accounting services do you specialize in for nonprofits?
We specialize in nonprofit financial reporting, grant compliance, A-133 Single Audits, and tax-exempt status maintenance.
How does your firm handle small business tax planning?
We provide strategic tax planning for small businesses, focusing on organizational structure optimization and liability reduction.
Are your CPAs certified in specific accounting standards?
Our team includes Certified Municipal Auditors with expertise in nonprofit accounting standards and government compliance.
How do you ensure audit quality and accuracy?
We participate in the AICPA Quality Review Program and maintain continuing education in current accounting pronouncements.
What tax planning services do you offer for individuals?
We provide estate planning, college funding strategies, and IRS audit assistance tailored to individual financial goals.
