Business Details
38 Years
experience
Your Trusted Partner for Accounting and Tax Solutions
At Opsahl Dawson, we believe that exceptional accounting services begin with understanding the people behind the numbers. With over 35 years of experience, our firm has built a reputation for delivering personalized, forward-looking financial strategies that evolve with our clients' needs. Our team of certified professionals combines deep industry expertise with a commitment to innovation, ensuring that every solution we provide is both technically sound and strategically aligned with our clients' goals. We operate under a dual structure, with Opsahl Dawson & Co, LLP offering attest services and Opsahl Dawson & Company Advisors, LLC providing tax and advisory services, allowing us to serve as comprehensive partners for businesses and individuals alike.Our culture emphasizes integrity, collaboration, and continuous improvement, reflected in our recognition as a 2025 Top 200 and Fastest-Growing Firm. We maintain a strong regional presence in the Pacific Northwest while delivering national-level expertise, actively contributing to the success of local communities and economies. Our approach integrates cutting-edge technology with personalized service, ensuring clients receive accurate, timely insights that empower informed decision-making.
Services
Tax Advisory
Audit & Assurance
Outsourced Finance & Accounting
Advisory Services
Wealth Advisor Solutions
Details
- Year established: 1988
Highlights and features
- We offer 35+ years of experience in accounting and financial advisory services
- Our dual-structure practice model provides comprehensive accounting solutions
- We combine cutting-edge technology with personalized client service
- Our team includes CPAs and specialists with industry-specific expertise
- We maintain a strong regional presence with national-level expertise
Associations and certifications
- AICPA
Services
Tax Advisory
Our tax advisory services provide personalized, proactive strategies to navigate changing regulations and reduce tax burdens. We offer comprehensive solutions including annual preparation, strategic planning, and compliance management. Our experts deliver tailored approaches that align with individual and business financial goals.
Audit & Assurance
We deliver thorough audit and assurance services that strengthen organizational financial integrity. Our approach includes internal controls assessment, regulatory compliance, and enhanced financial processes. Our team provides independent audits, reviews, and compilations tailored to meet specific industry requirements and stakeholder expectations.
Outsourced Finance & Accounting
Our outsourced finance solutions offer comprehensive accounting support from day-to-day transactions to strategic financial management. Services include bookkeeping, payroll management, CFO advisory, and financial planning. This scalable solution allows businesses to focus on core operations while maintaining financial excellence.
Advisory Services
We provide strategic advisory services covering risk management, succession planning, mergers & acquisitions, and business valuation. Our experts deliver tailored insights for business transitions, growth strategies, and operational improvements. Our advisory team works closely with clients to develop practical, forward-looking solutions.
Wealth Advisor Solutions
Our wealth advisory services focus on long-term financial planning and asset management. We help clients develop strategies for wealth preservation, retirement planning, and intergenerational transfers. Our approach combines tax expertise with personalized financial guidance to achieve long-term objectives.
People
Aaron Dawson
Chief Executive Officer
Leading with nine family members who are CPAs, Aaron brings extensive industry knowledge and leadership experience to his role as CEO, driving the firm's strategic direction and growth initiatives.
Paul Maloney
Principal
With expertise in golf, baking, and former teaching experience, Paul contributes deep accounting knowledge and a commitment to education, having previously taught accounting and taxation courses at City University.
Kelsey Elwess
Partner & Director of Tax
A passionate tax professional with over a decade of experience, Kelsey specializes in tax planning and business advisory, combining high energy with technical expertise to help clients navigate complex financial landscapes.
Matt Lee
Partner, M&A and Business Development
Specializing in mergers & acquisitions, Matt brings practical business experience to clients while maintaining active involvement in professional and community organizations, reflecting his commitment to both business and personal growth.
Lindsey M. Sas
Assurance Services Partner
With expertise in financial institution audits and employee benefit plans, Lindsey delivers specialized assurance services while maintaining a balanced approach to professional and personal commitments through family activities.
Questions
What accounting services does Opsahl Dawson offer?
We provide comprehensive accounting services including tax advisory, audit & assurance, outsourced finance, business advisory, and wealth management solutions tailored to individual and business needs.
How does Opsahl Dawson approach tax planning?
Our tax planning focuses on personalized, proactive strategies that navigate changing regulations while minimizing tax burdens and aligning with clients' long-term financial objectives.
What industries does Opsahl Dawson specialize in?
We specialize in serving financial institutions, hospitality businesses, nonprofits, and professional services firms with industry-specific accounting and advisory solutions.
What makes Opsahl Dawson different from other accounting firms?
Our dual-structure practice model, regional expertise with national capabilities, and commitment to innovative solutions combined with personalized service set us apart in the industry.
Does Opsahl Dawson offer outsourced CFO services?
Yes, we provide outsourced CFO services that deliver strategic financial leadership, including budget development, cash flow management, and financial process optimization for growing businesses.
