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Fellner & Kuhn, LLP

We'll take you beyond the numbers so you can get back to business

Certified public accountant in Lake Oswego, OR (show on map)
Google 3.0
★★★☆☆
4 reviews

A CPA firm providing bookkeeping, tax, financial planning, and advisory services to small businesses and professional service providers.

Call (503) 227-0443
Navigate to Visit website
Fellner & Kuhn, LLP website

About

Fellner & Kuhn, LLP is a full-service CPA firm based in Lake Oswego, Oregon. They provide bookkeeping, tax planning and preparation, financial statement preparation, cash management, audit protection, retirement plan analysis, entity type analysis, accounting system setup, and business foundation services.

Their team serves professional service providers, law firms, hospitality businesses, and healthcare organizations with strategic financial guidance.

Fixed monthly fee billing to eliminate billing surprises
Seasoned team handling complex bookkeeping
Tailored tax support for each client
Strategic guidance beyond just numbers
Full suite of services from bookkeeping to advisory

Services

Bookkeeping

Daily transaction classification, expense tracking, business tax planning and preparation, and reporting with fixed monthly fees.

Daily transaction classification Expense tracking Business tax planning and preparation Reporting Fixed monthly fee billing

Financials

Financial statement preparation, cash management, and financial planning tailored to client needs.

Financial Statement Preparation Cash Management Financial Planning Assurance on back-office accounting

Tax Services

Tailored tax support for individuals and businesses including personal income tax, business income tax, and tax planning.

Personal Income Tax Business Income Tax Tax Planning Tax Preparation 1099 guidance

Advisory Services

Strategic business advisory guiding clients toward a healthy financial future.

Strategic guidance Financial health consulting Business growth advice

Audit Protection

Protection and support services related to audits for business clients.

Audit support Compliance assistance

Business Foundation Services

Services to help establish and structure business entities properly.

Entity type analysis Business structure guidance

Credentials & Certifications

CPA (Certified Public Accountant)

Reviews

Google
Rating
3
★★★☆☆
Reviews
4
"On-site services"

Frequently Asked Questions

How do I sign my documents electronically? +

Instructions for using Right Signature are available in the Client Guides section of the Client Center.

How do I login to the Client Center? +

Login instructions are available in the Client Center under 'How to Login' and there is a downloadable guide for instructions.

What should I do if I can't login to the Client Center? +

Help is available for login troubleshooting through the Client Center FAQ and authentication help for clients living abroad.

How do I convert a Mac Numbers file to Excel or CSV? +

Instructions are available in the Client Center FAQ section for converting Mac Numbers files to Excel or CSV format.

How do I convert a Mac Pages file to PDF or Word? +

Instructions are available in the Client Center FAQ section for converting Mac Pages files to PDF or Word format.

How do I upload documents to the Client Center? +

Document upload instructions are available in the Client Center FAQ under 'Document Upload'.

What are the navigation basics for the Client Center? +

Navigation basics instructions are available in the Client Center FAQ section.

How do I use document checklists in the Client Center? +

Instructions for using document checklists are available in the Client Center FAQ section.

Contact Fellner & Kuhn, LLP

Fellner & Kuhn, LLP
Website
fk-cpa.com
Category
Certified public accountant
Wheelchair Accessible
Call (503) 227-0443

Opening Hours

Monday
08:30–17:00
Tuesday
08:30–17:00
Wednesday
08:30–17:00
Thursday
08:30–17:00
Friday
08:30–17:00

Location

Location of Fellner & Kuhn, LLP, 525 3rd St Suite 200, Lake Oswego, OR 97034 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Fellner & Kuhn, LLP?

Reach out today to schedule a consultation.

(503) 227-0443

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