Michael J. Moberg CPA, LLC

Your Reliable Oregon Certified Public Accountant

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

5.0

★★★★★

2 reviews

Oregon CPA firm providing tax preparation, consulting, planning, and business services for individuals and businesses.

Call (971) 237-4058

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About

Michael J. Moberg CPA, LLC is a licensed Oregon CPA firm providing high-quality tax services and consulting to individuals and businesses.

Services include business and individual tax preparation, tax consulting, tax planning, entity selection, business succession, risk analysis, state-level tax considerations, new business formation, and tax relief services including IRS audit representation. The firm serves clients across Oregon with both in-person and virtual support, and offers specialized knowledge for industries including construction, dentists, healthcare, hospitality, law firms, manufacturers, and real estate.

One-on-one attention with high-quality tax services

Neighborly feel combined with professional expertise

Both in-person and virtual support

Free initial consultation

Adapts services to fit unique client needs

Extensive experience paired with personalized guidance

Services

Succession Planning

Developing and implementing plans for transferring business ownership to the next generation or new leadership, including business valuations, buy/sell agreements, and estate/trust tax planning.

Internal transfer to family member Identify potential buyers Business valuations Buy and sell agreements Estate and trust tax planning Gift tax planning Retirement planning and tax projections Business restructuring

New Business Formation

Helping new business owners navigate start-up tax guidance and entity selection to set their business up for success.

Entity selection Start-up tax guidance Business structure advice

Individual Tax Preparation

One-on-one tax preparation for individuals to help manage risk and improve financial performance.

One-on-one guidance Risk management Performance improvement

Tax Preparation for Businesses

Business tax preparation services including cash flow statements, payroll handling, and tax return preparation.

Cash flow statements Payroll handling Tax return preparation

Tax Consulting

Efficient, affordable, and accurate tax consulting services for businesses and individuals.

Efficient service Affordable rates Accurate guidance

Tax Planning

Tax planning services to help clients maximize deductions and credits and achieve their financial goals.

Maximize deductions Maximize credits Financial goal alignment

Credentials & Certifications

Oregon Licensed CPA

Oregon State University Graduate

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What services does Michael J. Moberg CPA, LLC offer? +

The firm offers business services (succession planning, new business formation), tax services (preparation for individuals and businesses, consulting, planning, relief), and serves industries including construction, dentists, healthcare, hospitality, law firms, manufacturers, and real estate.

Is Michael J. Moberg a licensed CPA in Oregon? +

Yes, Michael J. Moberg is a licensed CPA in the State of Oregon.

Does the firm offer virtual or in-person services? +

Yes, the firm offers services both in-person and virtually to accommodate clients whether their office is being renovated or they are out of the country.

What industries does the firm specialize in? +

The firm has specialized knowledge in construction, dentists, healthcare, hospitality, law firms, manufacturers, and real estate.

What is succession planning and why is it important? +

Succession planning involves developing and implementing plans for transferring business ownership to the next generation or new leadership. It is essential for the survival of family businesses, yet only one in eight family-owned firms has a succession plan in place.

What does the firm's background and experience include? +

Michael J. Moberg graduated from Oregon State University, started his career at a national public accounting firm in Downtown Portland, then moved to a large regional accounting firm in Lake Oswego. He acquired E. Gerald Schroeder CPA practice in July 2021.

Does the firm provide tax relief services? +

Yes, the firm provides tax relief services including IRS audit representation, non-filed tax returns, back taxes owed, and assistance getting your IRS file.

Where is the firm located? +

The firm is located at 1754 Willamette Falls Dr, West Linn, OR 97068.