John Baumann CPA PC

CPA Tax and Accounting Solutions for Small Business

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

4.0

★★★★☆

1 reviews

Affordable one-stop CPA solutions for Portland small businesses including tax, bookkeeping, payroll, and advisory.

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About

John Baumann CPA PC began in 1993 in Portland and has served the local small business community for over 30 years. The firm offers an affordable one-stop solution covering tax planning, tax preparation, bookkeeping, payroll, and advisory services.

By performing bookkeeping and payroll on a monthly basis, the CPA stays up-to-date with each business throughout the year, enabling important tax planning during December and tax filing in February, March, or April without needing an extension. The practice also has a seasonal part-time focus on bundled core small business accounting services as a high-quality, affordable, and personal offering.

Affordable one-stop solution

Monthly bookkeeping and payroll for up-to-date tax planning

Over 30 years serving Portland small businesses

Personal approach to hard money lending with affordable pricing

Services

Tax Planning

Proactive tax planning during December to optimize tax outcomes for small businesses.

Seasonal planning Small business focus Integrated with bookkeeping

Tax Preparation

Preparation and filing of business, individual, and trust tax returns.

Business returns Individual returns Trust returns

Bookkeeping

Monthly bookkeeping services to keep business financials current year-round.

Monthly processing Up-to-date records Supports tax planning

Payroll

Monthly payroll processing for small businesses.

Monthly payroll Compliance-focused Integrated with bookkeeping

Advisory

Advisory services to support small business financial decisions.

Small business focus Financial strategy Ongoing support

Hard Money Lending

Private hard money lending serving Portland real estate development community for over 7 years, including rehabs, new builds, bridge loans, and 1031x temporary financing.

Rehabs New builds Bridge loans 1031x temporary financing Personal approach Affordable pricing

Credentials & Certifications

Certified Public Accountant, California

Since 1991

Certified Public Accountant, Oregon

Since 1991

University of California, Santa Barbara - BA Business Economics with emphasis in accounting

Since 1986

Reviews

Rating

★★★★☆

Reviews

Frequently Asked Questions

What services does John Baumann CPA PC offer? +

Tax planning, tax preparation, bookkeeping, payroll, advisory services, and hard money lending.

How long has John Baumann CPA PC been serving Portland small businesses? +

Over 30 years, since 1993.

When are taxes filed? +

Tax filing occurs in February, March, or April, without need for an extension.

What is the hard money lending focus? +

Serving Portland's real estate development community with rehabs, new builds, bridge loans, and 1031x temporary financing for over 7 years.

Where is John Baumann CPA PC located? +

716 NE Hazelfern Place, Portland, OR 97232.

What credentials does John Baumann hold? +

Certified Public Accountant in California (1991) and Oregon (1991 – present). Passed all four parts of the CPA exam in one sitting in 1986 with a score of 92%.

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

An affordable, personal, one-stop solution that bundles core small business accounting services with a high level of personal connection.

Does the firm handle trust tax returns? +

Yes, the firm has experience preparing trust tax returns as part of over 400 business, individual, and trust tax returns.