Business Details
47 Years
experience
Trusted Accounting & Tax Services in Portland
Founded in 1979, Hoffman Stewart & Schmidt has built a reputation as a trusted accounting firm dedicated to delivering exceptional client service. With over 80 professionals, we prioritize personalized relationships while staying at the forefront of evolving accounting standards and technologies. Our expertise spans audit, tax, and consulting services for nonprofits, closely held businesses, and individuals. Recognized as a top 10 CPA firm in Portland, we combine deep industry specialization with a commitment to community impact. Our nonprofit practice serves over 150 organizations nationwide, while our construction industry team holds national certifications.Through membership in AGN International, we offer global resources while maintaining local accessibility. We differentiate ourselves by balancing boutique-level attention with the capabilities of a mid-sized firm. Our professionals regularly contribute to industry education and maintain affiliations with key associations. By focusing on client needs and fostering long-term relationships, we help organizations and individuals achieve financial success. Our mission reflects our founders' values: success is best when shared.
Services
Audit Services
Tax Preparation
Nonprofit Consulting
Construction Accounting
Retirement Plan Audits
Details
- Year established: 1979
Highlights and features
- Over 40 years of experience serving Portland's accounting needs
- Personalized service from dedicated accounting professionals
- Specialized expertise in nonprofit and construction industry accounting
- Member of AICPA Employee Benefit Plan Audit Quality Center
- Recognized as top 10 CPA firm in Portland metropolitan area
Associations and certifications
- AICPA Employee Benefit Plan Audit Quality Center
- AICPA Governmental Audit Quality Center
Services
Audit Services
We provide comprehensive financial statement audits, reviews, and compilations for businesses and nonprofit organizations. Our team ensures compliance with accounting standards while delivering actionable insights to improve financial operations. With expertise in ERISA audits and government compliance, we serve clients across multiple industries.
Tax Preparation
Our tax services include preparation of federal and state tax returns for businesses, nonprofits, and individuals. We specialize in complex tax situations including multi-state filings, tax credit consulting, and entity selection. Our proactive approach helps clients optimize tax benefits while maintaining compliance.
Nonprofit Consulting
We offer tailored accounting and consulting services for nonprofit organizations, including Form 990 preparation, compliance audits, and financial systems implementation. Our team works with over 150 nonprofits ranging from community organizations to national foundations, providing expertise in tax-exempt regulations and grant compliance.
Construction Accounting
Specialized accounting services for construction industry clients, including job costing systems, tax credit consulting, and bonding relationship management. Our certified construction industry financial professionals provide industry-specific solutions for contractors, developers, and related businesses throughout the Pacific Northwest.
Retirement Plan Audits
We conduct financial statement audits for employee benefit plans ranging from $1M to $100M in assets. As members of the AICPA Employee Benefit Plan Audit Quality Center, we provide compliance testing, Form 5500 preparation, and internal control recommendations to ensure regulatory compliance and plan effectiveness.
People
Leah DiGregorio
CPA, MST
Leah DiGregorio combines CPA expertise with a Master of Science in Taxation to provide comprehensive tax solutions. With extensive experience in individual and business tax planning, she helps clients navigate complex tax regulations while maintaining a focus on personalized service.
Ian Gelfand
CPA
Ian Gelfand brings CPA credentials and auditing expertise to our firm's assurance services. Specializing in nonprofit and construction industry audits, he works closely with clients to ensure financial reporting accuracy while maintaining compliance with industry-specific regulations.
Shane Graves
CPA
Shane Graves contributes auditing and tax compliance expertise to our client services. His experience spans multiple industries, with a focus on helping closely held businesses navigate tax planning and financial reporting requirements effectively.
Jason Hall
CPA
Jason Hall provides accounting and tax services with a focus on construction industry clients. His technical knowledge and industry-specific experience help contractors and developers manage financial challenges while maintaining compliance with regulatory standards.
Todd Massinger
CPA
Todd Massinger offers auditing and consulting services to nonprofit organizations and businesses. With expertise in ERISA audits and retirement plan compliance, he helps clients maintain regulatory adherence while optimizing financial operations.
Questions
What accounting services do you offer for nonprofit organizations?
We provide audit, tax, and consulting services tailored to nonprofits, including Form 990 preparation, compliance audits, financial systems implementation, and tax-exempt status guidance for organizations of all sizes.
Do you specialize in any particular industries?
Yes, we specialize in construction industry accounting and nonprofit organization services. Our construction team holds CCIFP certifications, and we serve over 150 nonprofit clients nationwide.
How are you different from other accounting firms?
We combine personalized service with technical expertise, maintaining the personal attention of a boutique firm while offering the resources of a mid-sized practice with national industry specializations.
What geographic areas do you serve?
Primarily the Portland metropolitan area, with clients throughout Oregon, Washington, and nationally for nonprofit and construction industry clients through our specialized practices.
Can you help with retirement plan audits?
Yes, we conduct ERISA audits for employee benefit plans ranging from $1M to $100M in assets. We're members of the AICPA Employee Benefit Plan Audit Quality Center and prepare Form 5500 filings.
