DiLorenzo & Company LLC

Going Somewhere Different

Certified public accountant in Beaverton, OR (show on map)

Portland Metro Area CPA firm specializing in business tax planning, compliance, and financial services for closely held companies and high net worth individuals.

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About

DiLorenzo & Company LLC is a Portland Metro Area CPA firm specializing in business tax planning, compliance, and financial services for closely held companies and high net worth individuals. The firm offers a comprehensive suite of tailored services including tax and accounting reporting, fresh look findings and recommendations, income tax planning, estate and gift tax planning, tax authority disputes and representation, business M&A transactions, financing transactions, real estate transactions, business succession planning, and litigation support.

Most clients are in manufacturing, distribution, real estate, technology, agricultural, and large service business sectors.

Over 40 years of experience

Tailored services for closely held companies and high net worth individuals

Comprehensive suite of services from tax planning to litigation support

Fresh look approach to financial framework optimization

Team of certified public accountants dedicated to ongoing learning

Services

Tax and Accounting Reporting

From financial statements to federal, multi-state, and local income tax returns, ensuring accuracy and compliance for businesses and stakeholders.

Financial statements Federal income tax returns Multi-state income tax returns Local income tax returns

Tax Planning

Focused guidance to maximize tax efficiency through structuring complex transactions, business planning and projections, and managing tax credits.

Complex transaction structuring Business planning and projections Tax credit management

Fresh Look Findings and Recommendations

Analysis of every aspect of a financial framework to uncover opportunities for optimization, including entity choice decisions and accounting method analysis.

Entity choice decisions Accounting method analysis Tax platform effectiveness analysis

Business M&A Solutions

Comprehensive support for business mergers and acquisitions including consultancy, valuation feasibility, tax structuring, and post-closing support.

Consultancy roles Third-party referrals Intermediary services Valuation feasibility Tax structuring Post-closing mop-up

Real Estate Transaction Support

Comprehensive support for real estate buying, selling, and refinancing including 1031 exchange planning, valuation feasibility, and cash flow analysis.

1031 exchange planning Valuation feasibility Cash flow analysis Structuring Financing considerations

High Net Worth, Estate, and Trust Tax Management

Comprehensive tax return preparation and planning for high net worth individuals, estates, and trusts with integration of complex financial elements.

Tax return preparation Trust and estate structuring Investment portfolio management Business acquisition and sale tax State and local tax optimization

Credentials & Certifications

Certified Public Accountant (CPA)

Frequently Asked Questions

What services does DiLorenzo & Company offer? +

DiLorenzo & Company offers tax and accounting reporting, tax planning, fresh look findings and recommendations, business M&A solutions, real estate transaction support, high net worth estate and trust tax management, strategic tax planning, estate planning and wealth administration, tax dispute resolution, state and local tax consultation, litigation support, and business succession planning.

Where is DiLorenzo & Company located? +

DiLorenzo & Company is located at 5075 SW Griffith Drive, Suite 150, Beaverton, OR 97005, serving the Portland Metro Area.

What are the office hours? +

Monday through Friday: 8:30 AM to 5:30 PM. Saturday and Sunday: Closed.

Who are the partners at DiLorenzo & Company? +

The partners are Michael Moomaw, CPA and David DiLorenzo, CPA.

What industries do DiLorenzo & Company clients come from? +

Most clients are in manufacturing, distribution, real estate, technology, agricultural, and large service business sectors.

Does DiLorenzo & Company handle tax disputes with the government? +

Yes, the firm specializes in evaluating government correspondence, resolving discrepancies, representing taxpayers during examinations, and joining appeal teams to challenge adverse examination results.

What is the firm's approach to client service? +

DiLorenzo & Company tailors its focus to each client's evolving strategic goals, believing that clients are never stagnant and committing to understanding where they want to go and helping them get there.

How long has DiLorenzo & Company been in business? +

The firm brings over 40 years of experience to its practice.