Derek Foote CPA is a Gresham, Oregon-based accounting practice focused on helping Oregon business owners navigate taxes in an understandable way. Derek specializes in taking complex tax issues and simplifying them so they are approachable and actionable.
The firm serves small businesses and investment real estate owners with income tax preparation, advisory, and planning services. Derek prides himself on educating clients, remaining responsive, and leveraging technology and consistent systems to uncover tax opportunities and deliver quality work. Core values include integrity, consistency, and helpfulness, and the firm uses TaxDome and UltraTax to manage client engagements securely.
Simplifying complex tax issues into understandable terms
Proactive tax planning to avoid surprises and align with cash flow
Use of consistent systems and technology (TaxDome, UltraTax) for quality and security
Core values of integrity, consistency, and helpfulness
Services
Income Tax Preparation
Preparation of income tax returns for small businesses and investment real estate owners.
Tax Planning & Advisory
Proactive tax planning and advisory services tailored to each client's needs.
Tax Compliance
Ensuring clients meet all tax filing obligations, including extensions.
Credentials & Certifications
Certified Public Accountant (CPA)
Reviews
Rating
5
★★★★★
Reviews
31
"Derek worked with us this year on taxes and was a wonderful support."
Frequently Asked Questions
What types of clients do you work with? +
Derek Foote CPA works with small businesses and investment real estate owners needing income tax preparation, advisory, or planning.
How do you simplify complex tax issues? +
Derek specializes in taking complex issues and simplifying them so they are approachable and understandable, using clear communication and education.
What software do you use for tax preparation? +
The firm uses TaxDome as an all-in-one practice management system and UltraTax as a professional-grade tax software for electronic filing.
How do you ensure data security? +
TaxDome uses 256-bit encryption. UltraTax is installed on a physically secured local machine with two-factor authentication. All firm and client data is backed up to an encrypted on-site NAS.
What is your communication process with clients? +
Communication is primarily through email and TaxDome, with virtual meetings scheduled in advance via Calendly. Calls are returned within 1-2 business days.
What are your core values? +
The firm's core values are integrity, consistency, and helpfulness, which are applied to every client relationship.
How does the tax season capacity queue work? +
During tax season, the firm monitors capacity with 100 entries available. An S-corp or partnership with an owner counts as two entries. The queue closes to submissions on March 20.
Do you offer tax planning throughout the year? +
Yes, the firm encourages proactive quarterly planning and clients to reach out with questions during the year for quick answers or bigger projects.
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