Business Details
40 Years
experience
Your Trusted Accountants in Lake Oswego
At Bruce P. Frederick, CPA, P.C., meticulous financial management is our foremost commitment. Established in 1986, our firm combines decades of industry expertise with personalized service to address the distinct needs of businesses and individuals. We prioritize strategic tax planning and accurate accounting to minimize liabilities while fostering client success. Our approach integrates proactive consultation, compliance assurance, and tailored financial advice to empower clients in property management, construction, software development, and nonprofit sectors.With a legacy of trust, we deliver transparent communication, leveraging advanced technical skills to adapt to evolving financial landscapes. Our dedication to quality service ensures clients receive informed guidance, timely solutions, and enduring support year after year.
Services
Tax Planning
Accounting Services
Business Consulting
Estate Tax Planning
Payroll Processing
Financial Reporting
Audit Representation
International Tax Services
Business Succession Planning
Details
- Year established: 1986
Highlights and features
- Over 35 years of dedicated accounting experience since 1986.
- Personalized financial strategies tailored to your unique business or individual needs.
- Proven expertise in tax compliance, planning, and audit representation.
- Deep understanding of local business environments in Lake Oswego and beyond.
- Certified professionals committed to continuous education and industry excellence.
What people say
Personalized service
Tax expertise
Reliable support
Experienced team
Proactive advice
Services
Tax Planning
Our firm specializes in strategic federal and state tax planning to minimize liabilities while maximizing savings for businesses and individuals. We develop tailored strategies for income tax reduction, succession planning, and regulatory compliance. With expertise in international tax matters, we help clients navigate cross-border complexities, ensuring alignment with evolving tax codes. Our proactive approach ensures clients achieve optimal financial outcomes.
Accounting Services
We offer comprehensive accounting solutions including bank reconciliation, accounts receivable/payable management, and financial reporting. Our services ensure accurate tracking of revenue and expenses, providing real-time insights into business financial health. We handle payroll processing, tax filings, and month-end closing, enabling clients to focus on operational growth with confidence in their financial data.
Business Consulting
We provide strategic consulting to enhance business performance through process optimization, risk management, and capital allocation. Our team advises on growth strategies, regulatory compliance, and financial forecasting, supporting data-driven decision-making. By combining industry knowledge with analytical insights, we help organizations adapt to market changes and achieve sustainable growth.
Estate Tax Planning
Our estate planning services focus on minimizing tax liabilities and ensuring asset distribution according to client wishes. We assist with trust creation, will reviews, and gifting strategies to preserve wealth for beneficiaries. By addressing liquidity needs and regulatory requirements, we help clients safeguard their legacies while optimizing tax efficiency.
Audit Representation
We represent clients during IRS audits, providing expert guidance and advocacy to resolve disputes efficiently. Our team prepares documentation, communicates with authorities, and negotiates favorable outcomes. With deep knowledge of audit procedures, we reduce stress and financial risk, ensuring compliance while protecting client interests.
People
Bruce P. Frederick
CPA
Bruce P. Frederick, CPA, graduated from Oregon State University in 1979 and advises businesses in property management, construction, and nonprofits. He has held leadership roles in the Portland Rotary Charitable Trust and focuses on community housing initiatives through Phi Beta Pi Corporation.
Abby Frederick
Accountant
Abby Frederick, a licensed accountant since 2017, joined her father's firm in 2010. She graduated from Northern Arizona University with a Bachelor of Science in Accounting and volunteers with Big Brothers Big Sisters and Rotary International while supporting local community initiatives.
Pam Fields
Accountant
Pam Fields, a recent addition to the team, brings extensive experience in higher education finance and leadership in the American Business Women's Association. She graduated from the University of Oregon and specializes in supporting small businesses with tailored accounting solutions.
Questions
How do you bill for your services?
We bill monthly and require payment upon receipt. Accepted payment methods include credit cards and standard business payments.
What are your normal business hours?
We are available from 9:00 AM to 5:30 PM Monday through Friday, with flexible evening or weekend appointments upon request.
Do you offer virtual consultations?
Yes, we provide virtual meetings to discuss financial plans, tax strategies, and accounting needs remotely.
How do you handle IRS audits?
We offer up to one hour of free audit support and charge standard fees for additional assistance.
What accounting software do you use?
We work with most common accounting software platforms and can assist with transitions or integrations if needed.
Can you assist with international tax matters?
Yes, we provide guidance on international tax compliance, entity structuring, and cross-border transactions.
