Handy and Reagan

Family-owned CPA firm serving Portland, OR area since 1972

Accountant in Lake Oswego, OR (show on map)

5.0

★★★★★

1 reviews

Family-owned CPA firm in Lake Oswego, OR providing tax, accounting, and investment advisory services for individuals and businesses.

Call (503) 635-6100

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About

Handy & Reagan LLC is a 40-year family-owned CPA practice located on Kruse Way in Lake Oswego, OR, with easy freeway access and free parking. The firm serves clients primarily in the Portland, Oregon metro area, including Lake Oswego, West Linn, Tualatin, Beaverton, Hillsboro, Wilsonville, and Tigard.

The team has been helping clients since 1972. The firm's top three CPAs began their careers at national and large regional CPA firms in the tax department. Services include tax preparation, tax planning, tax problems resolution, IRS audit representation, and investment advisory services through sister company Handy & Company Financial Advisors, Inc., a Registered Investment Advisor. The firm is committed to providing professional, personalized service and offers a free initial consultation.

40+ year family-owned practice

Top three CPAs began careers at national and large regional CPA firms

Full range of services including IRS/state audit experience, multi-state tax returns, entity selection, business succession, stock options, and retirement/financial planning

Free initial consultation

Located on Kruse Way in Lake Oswego with easy freeway access and free parking

Services

Tax Preparation

Professional tax return preparation for individuals and businesses, including electronic filing, withholding adjustment guidance, and identification of overlooked deductions.

Electronic filing for faster refunds Payroll withholding adjustment Identification of commonly overlooked deductions Bookkeeping preparation for small businesses (Schedule C)

Tax Planning

Proactive tax strategies to legally reduce tax liability throughout the year, not just at filing time.

Income splitting among family members or entities Income/expense shifting across tax years Tax-deferred investment strategies Tax-exempt investment identification Estate and gift tax reduction Retirement distribution tax minimization

IRS Audit Representation

Professional representation and support during IRS and state tax audits.

IRS audit support State tax audit assistance Multi-state tax return experience Entity selection and structuring

Investment Advisory Services

Investment advisory and wealth management services offered through sister company Handy & Company Financial Advisors, Inc., a Registered Investment Advisor.

Wealth management Registered Investment Advisor (RIA) Financial planning

Credentials & Certifications

CPA (Certified Public Accountant)

PFS (Personal Financial Specialist)

RIA (Registered Investment Advisor)

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What services does Handy & Reagan LLC offer? +

The firm offers tax preparation, tax planning, tax problems resolution, IRS audit representation, accounting services, and investment advisory services through its sister company Handy & Company Financial Advisors, Inc.

Where is Handy & Reagan LLC located? +

The firm is located at 4550 Kruse Way Suite 330, Lake Oswego, OR 97035, serving the Portland, Oregon metro area.

How long has Handy & Reagan LLC been in business? +

The firm has been serving clients in the Portland, OR area since 1972, making it a 40+ year family-owned practice.

Who are the team members at Handy & Reagan LLC? +

The team includes Michael Handy (Senior Tax Partner), Nathan Reagan (Director of Tax Services), and Heather Reagan (Tax Manager).

Does Handy & Reagan LLC offer investment advisory services? +

Yes, investment advisory and wealth management services are offered through sister company Handy & Company Financial Advisors, Inc., a Registered Investment Advisor.

What areas does Handy & Reagan LLC serve? +

The firm serves the Portland, Oregon metro area, including Lake Oswego, West Linn, Tualatin, Beaverton, Hillsboro, Wilsonville, and Tigard.

What makes Handy & Reagan LLC different from other CPA firms? +

The firm distinguishes itself through its 40+ years of successful practice, the backgrounds of its CPAs who previously worked at national and large regional CPA firms, and the full range of services including IRS/state audit experience, multi-state tax returns, entity selection, business succession, stock options, and retirement/financial planning.

Can Handy & Reagan LLC help with small business bookkeeping? +

Yes, the firm can prepare bookkeeping for small businesses, prepare a full Schedule C, and help set up systems to keep books organized.