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 preparation, and consulting services for not-for-profit organizations and small businesses. Based in Portland, Oregon, we prioritize community values while maintaining the professional rigor of a larger firm. Our smaller firm structure enables personalized, responsive service, with clients working directly with the same CPAs annually to build deep financial understanding. We emphasize leadership, honesty, and integrity in all client relationships and foster a collaborative work environment rooted in communication and respect.Our team exceeds annual continuing education requirements, focusing on not-for-profit and governmental accounting. We actively participate in the AICPA Quality Review Program and maintain an updated library of accounting standards and tax legislation to ensure compliance and accuracy. Our commitment to quality extends to tailored consulting services, IRS audit assistance, and strategic tax planning for individuals, businesses, and estates.
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 not-for-profit and small business accounting.
- Our team provides personalized service with consistent CPA-client relationships year-round.
- We maintain AICPA Quality Review Program compliance for audit and tax accuracy.
- Our staff exceeds continuing education requirements in not-for-profit and governmental accounting.
- We deliver tailored consulting services for business organization, financial structuring, and estate planning.
Associations and certifications
- AICPA Quality Review Program
Services
Income Tax
Our firm provides comprehensive tax preparation services for individuals, small businesses, partnerships, corporations, and estates. We specialize in compliance, tax liability reduction, and planning for college, estate, and IRS audit scenarios. Our expertise spans federal and state tax regulations.
Audit & Attest
We conduct audits, reviews, and compilations primarily for not-for-profit organizations. Our attest services ensure compliance with legal requirements and provide accurate financial reporting for funding applications, regulatory submissions, and organizational transparency.
Consulting
Our consulting services address business organization, financial structuring, and estate planning. We tailor solutions to client-specific needs, including organizational structure optimization, transaction planning, and long-term financial strategy development for sustainability.
Tax Planning
We offer strategic tax planning for individuals and businesses to minimize liabilities while maximizing compliance. Services include legislative updates, small business management strategies, and estate planning aligned with evolving tax laws.
Not-for-Profit Accounting
Specialized accounting and audit services for not-for-profit organizations, including A-133 Single Audit compliance, federal fund reporting, and state-subsidized housing project accounting. We ensure adherence to sector-specific regulations and grant requirements.
People
Lisa Joerin
Managing Partner
CPA with 30 years of experience in audit, tax, and estate planning for nonprofits, small businesses, and individuals. Certified Municipal Auditor with expertise in A-133 Single Audit requirements and tax compliance.
Melissa Andal
Partner
CPA with 20+ years in public accounting, specializing in nonprofit audits and tax services. Certified Municipal Auditor with prior experience in regulatory compliance and Sarbanes-Oxley implementation for corporations.
Lydia Whitaker
CPA
Certified Public Accountant with 10+ years in nonprofit, government, and industry accounting. Focuses on tax planning, financial statement preparation, and client education to support informed financial decisions.
Mary Cooley
Office Manager
Office Manager with 30 years of bookkeeping and payroll expertise. Oversees daily operations and client payroll processing, ensuring efficient administrative support for accounting services.
Questions
What industries does Simpson & Company & Company & Company specialize in?
We specialize in accounting and tax services for not-for-profit organizations, small businesses, partnerships, corporations, and individual estates in the Portland area.
How does Simpson & Company & Company & Company ensure audit accuracy?
Our firm participates in the AICPA Quality Review Program and maintains updated expertise in accounting standards and tax legislation for audit compliance.
Do you offer IRS audit assistance?
Yes, we provide specialized support for IRS audits, including documentation preparation and representation for individuals and businesses.
What tax planning services are available?
We offer strategic tax planning for liability reduction, including estate, college, and small business transaction planning aligned with current tax laws.
How does your firm support nonprofit clients?
We provide audits, tax compliance, and financial structuring for nonprofits, including A-133 Single Audit requirements and federal funding reporting expertise.
