Business Details
50+ Years
experience
Trusted Accounting and Business Advisory Services in Oregon
Jones & Roth CPAs and Business Advisors has been dedicated to delivering comprehensive accounting and business advisory services for over 75 years. Our firm operates from three strategic locations in OregonEugene, Bend, and Hillsboroserving a diverse clientele that includes companies, nonprofits, and individuals. Our team of experienced CPAs and business advisors is organized into 13 specialized practice areas, ensuring tailored expertise across industries such as affordable housing, construction, dental, healthcare, family businesses, and nonprofit organizations. We prioritize an advisory-driven approach, offering audit and assurance, tax planning, retirement plan services, financial advisory, and strategic consulting throughout the year. Our commitment to excellence is reflected in our recognition as one of Oregons Top Workplaces and inclusion in the IPA Top 300 Firms list.We emphasize proactive financial management, transparent communication, and long-term strategic planning to help clients achieve superior results. Our community involvement includes extensive support for nonprofit organizations through educational resources, board participation, and financial sponsorships. We foster a culture of diversity, equity, and inclusion, with flexible career paths that have resulted in 41% female representation in our partner group and 66% in senior management roles. Our affiliation with the American Institute of CPAs underscores our dedication to advancing diversity within the profession.
Services
Audit & Assurance
Tax Services
Financial Advisory
Retirement Plan Services
Nonprofit Consulting
Construction Financial Management
Dental Practice Advisory
Family Business Advisory
Affordable Housing
Healthcare Consulting
Details
- Year established: 1948
Highlights and features
- We have over 75 years of experience in accounting and business advisory services.
- Our 13 specialized industry teams provide tailored expertise for your unique needs.
- We maintain a culture of diversity with 41% female partners and 66% female senior managers.
- Our firm is recognized as one of Oregons Top Workplaces and a Best Company to Work For.
- We offer proactive financial management with a focus on long-term strategic success.
Services
Audit & Assurance
Our audit and assurance services provide rigorous financial scrutiny to ensure compliance and transparency. We specialize in audits for nonprofits, affordable housing, and construction industries, delivering accurate financial statements and regulatory compliance. Clients benefit from our expertise in single audits under OMB Circular A133 and Uniform Guidance, ensuring adherence to federal standards.
Tax Services
We offer comprehensive tax planning and compliance services tailored to businesses, individuals, and specialized sectors like healthcare and dental practices. Our team navigates complex tax codes to optimize liabilities, including low-income housing tax credits and historic tax credits. Clients receive strategic tax-saving opportunities aligned with long-term financial goals.
Nonprofit Consulting
Our nonprofit consulting services include audit preparation, board training, and compliance with IRS Form 990 requirements. We provide tailored financial strategies and educational resources to enhance organizational effectiveness. Clients gain access to specialized guidance on CECL compliance and grant management for sustainable operations.
Construction Financial Management
We deliver industry-specific financial management for construction firms, including benchmarking, surety bonding, and succession planning. Our advisors use real-time reporting tools to improve cash flow and profitability. Clients receive strategic support for operational reviews and retirement plan administration tailored to construction dynamics.
Dental Practice Advisory
Our dental practice advisory services focus on financial strategy, tax optimization, and exit planning for practice owners. We provide clean bookkeeping, retirement planning, and debt management solutions. Clients benefit from our expertise in practice valuation and tax-centric wealth management to maximize long-term value.
People
Michael Bergland
Partner
Specializes in tax and advisory services for multi-generational family businesses. Transitioned from journalism and federal investigation to accounting, joining Jones & Roth for its focus on family business expertise.
Nadia Costa
CPA
Key member of the nonprofit team, providing audit and compliance expertise. Actively involved in community initiatives and nonprofit board leadership to support mission-driven organizations.
Evan Dickens
Partner & Shareholder
Leader of the Employee Benefit Audit team and co-leader of the construction niche. Grew the firms EBP audit practice into one of the largest in Oregon while serving diverse clients nationwide.
Kim Lyon
Partner & Shareholder
Focuses on employee benefit audits and private company services. Developed a flexible career path at Jones & Roth to balance professional growth with family commitments over her 20-year tenure.
Nicole McOmber
Partner & Shareholder
Leader of the healthcare team, specializing in medical practice advisory services. Recognized as one of Oregons top healthcare CPAs and frequently speaks at industry conferences on practice management.
Questions
What services does Jones & Roth offer?
We provide audit and assurance, tax planning, financial advisory, retirement plan services, and industry-specific consulting for sectors like healthcare, construction, and nonprofits.
How long has Jones & Roth been in business?
Jones & Roth has served clients for over 75 years, establishing a legacy of trust and expertise in accounting and business advisory services.
Do you specialize in specific industries?
Yes, we have 13 specialized teams focusing on industries including affordable housing, construction, dental practices, healthcare, family businesses, and nonprofit organizations.
Are your services available outside Oregon?
While headquartered in Oregon, our expertise extends to clients nationwide, particularly in employee benefit plan audits and industry-specific consulting.
How does Jones & Roth support nonprofit organizations?
We offer audit preparation, board training, compliance guidance, and educational resources tailored to nonprofit needs, including CECL compliance and grant management.
What makes Jones & Roth unique?
Our firm combines industry-specific expertise with a culture of diversity and inclusion, offering flexible career paths and a client-focused advisory approach for long-term success.
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