Business Details
50+ Years
experience
Trusted Accounting and Financial Advisory Services in Portland
For over fifty years, Aldrich CPAs + Advisors LLP CPAs + Advisors LLP has been dedicated to helping businesses, their owners, and employees achieve their professional and personal financial goals. Founded in 1973 and based in Oregon, we serve clients nationwide from eight offices across the Western US. Our team combines deep industry experience with a full suite of integrated financial, tax, accounting, wealth, corporate retirement, and business transition services to bring clarity to every phase of our clients' personal and professional lifecycles. Recognized as one of the top 70 accounting firms in the US and with Aldrich CPAs + Advisors LLP CPAs + Advisors LLP Wealth LP managing over $6.5 billion in assets, we leverage our expertise and resources to deliver personalized solutions. Our commitment to quality is reflected in our membership in the Employee Benefit Plan Audit Quality Center and Governmental Audit Quality Center, as well as our alliance with Crowe Global, the eighth-largest accounting network worldwide.We invest in cutting-edge technology and maintain rigorous quality controls to ensure our clients receive reliable, forward-thinking advice. Our professionals are dedicated to continuous learning and hold prestigious certifications such as CPA, CCIFP, and CEPA, ensuring we meet the highest standards of service. We pride ourselves on being responsive, accessible, and deeply knowledgeable about our clients' industries. Our mission is to provide trusted guidance that empowers clients to make informed financial decisions. Through our community involvement and volunteer initiatives, we strive to make a positive impact beyond our professional services.
Services
Audit + Assurance
International Tax
M&A Advisory
Outsourced Accounting
Private Wealth Tax
Tax Planning
Transaction Advisory
Wealth Management
Details
- Year established: 1973
Highlights and features
- We have over 50 years of experience in accounting and financial advisory services.
- Our team holds prestigious certifications including CPA, CCIFP, and CEPA.
- We offer integrated services across accounting, tax, wealth management, and M&A advisory.
- Recognized as one of the top 70 accounting firms in the US.
- We maintain rigorous quality controls and invest in cutting-edge audit technology.
Associations and certifications
- Crowe Global
- Employee Benefit Plan Audit Quality Center
- Governmental Audit Quality Center
Services
Audit + Assurance
Our audit and assurance services provide reliable financial information for decision-makers through comprehensive audits, reviews, and compilations. We specialize in employee benefit plan audits, single audits, fraud assessments, and internal controls evaluation. Using advanced technology like Database Audit and Risk Control Systems, we maintain high standards of practice while delivering timely insights that help organizations meet regulatory requirements and improve operational efficiency.
International Tax
We help businesses navigate cross-border tax complexities with services including transfer pricing documentation, foreign tax credit optimization, and compliance with US tax laws like Global Intangible Low Taxed Income (GILTI). Our team assists US companies operating abroad and foreign businesses entering the US market, providing strategic solutions for entity structuring, tax equalization agreements, and compliance with international tax regulations.
M&A Advisory
Aldrich CPAs + Advisors LLP CPAs + Advisors LLP Capital Advisors offers comprehensive M&A services including buy-side and sell-side advisory, growth capital strategies, and succession planning. We help private business owners maximize value through strategic transactions, providing expertise in business valuations, financial due diligence, and market positioning to ensure successful outcomes for complex mergers and acquisitions.
Wealth Management
Aldrich CPAs + Advisors LLP CPAs + Advisors LLP Wealth LP manages over $6.5 billion in assets, offering holistic wealth management services that combine investment management, financial planning, and tax strategy. Our team-based approach focuses on protecting and growing client assets through personalized solutions tailored to individual financial goals, leveraging expertise in navigating complex global economic environments.
Tax Planning
Our tax planning services help businesses and individuals manage tax risk while optimizing savings through strategic compliance and planning. We specialize in entity structuring, tax credit identification (including R&D credits), and navigating complex state and federal tax regulations. With access to Crowe Global's resources, we deliver customized solutions that align with evolving tax laws and client business objectives.
People
Erik Gillam
Partner
CPA with expertise in agribusiness audits and cooperative accounting. Leads Aldrich CPAs + Advisors LLP CPAs + Advisors LLP's agribusiness practice with over 20 years of experience providing assurance services to agricultural clients. President of National Society of Accountants for Cooperatives.
Tracy Allen
Partner
CPA and Certified Construction Industry Financial Professional (CCIFP) specializing in construction accounting. Leads Oregon's construction industry practice with expertise in cash-flow management and surety requirements. Holds leadership roles in professional accounting organizations.
Brian Andreosky
Managing Director
Certified Exit Planning Advisor (CEPA) with 25+ years in M&A advisory. President of Aldrich CPAs + Advisors LLP CPAs + Advisors LLP Capital Advisors, helping business owners transition companies while maximizing value through strategic exit planning and capital raise transactions.
Nick Uren
Senior Manager
JD and MBA holder specializing in international tax and transfer pricing. Former Big 4 accountant with expertise in cross-border transactions, global structuring, and compliance with US and OECD tax standards for multinational businesses.
Bill Shaw
Managing Director
Investment banking expert with 25+ years of corporate finance experience. Specializes in business succession planning and valuation services for closely-held companies across diverse industries through Aldrich CPAs + Advisors LLP CPAs + Advisors LLP Capital Advisors.
Questions
What accounting services does Aldrich CPAs + Advisors LLP CPAs + Advisors LLP offer?
We provide audit, review, and compilation services, including employee benefit plan audits, single audits, fraud assessments, internal controls evaluation, and lease accounting compliance under ASC 842 standards.
How does Aldrich CPAs + Advisors LLP CPAs + Advisors LLP support business owners with tax planning?
Our tax professionals help businesses navigate complex regulations through compliance, strategic planning, entity structuring, and tax credit optimization while leveraging Crowe Global's international resources.
What international tax services are available?
We offer cross-border tax compliance, transfer pricing documentation, foreign tax credit optimization, and global entity structuring for US companies operating abroad and foreign businesses entering US markets.
How does Aldrich CPAs + Advisors LLP CPAs + Advisors LLP assist with business transitions?
Aldrich CPAs + Advisors LLP CPAs + Advisors LLP Capital Advisors provides M&A advisory services including buy/sell-side representation, growth capital strategies, recapitalization, and succession planning to help private business owners maximize value.
What wealth management solutions are offered?
Aldrich CPAs + Advisors LLP CPAs + Advisors LLP Wealth LP manages $6.5B+ in assets through holistic services combining investment management, financial planning, and tax strategy tailored to high-net-worth individuals and families.
Where is Aldrich CPAs + Advisors LLP CPAs + Advisors LLP located?
We are headquartered in Oregon with eight offices across the Western US, serving clients nationwide while maintaining local market expertise in our service regions.
