Ortquist & Associates, PC is a women-led Certified Public Accounting firm located in Portland, Oregon. With 51 years of combined CPA experience, the firm provides a comprehensive range of financial services including individual and business tax preparation and planning, business advisory, QuickBooks training, payroll, audit defense, and estate planning.
The firm distinguishes itself through its commitment to community service, environmental sustainability (paperless since 2003), and participation in the B1G1-Business for Good movement. They serve clients in Portland and surrounding areas, offering a personal touch and proactive approach to financial management.
Women-led business with 51 years of CPA experience
B1G1-Business for Good member committing to UN Global Goals
Paperless since 2003 (individual) and 2010 (entity)
Community involvement through SnowCap food bank and Gateway Area Business Association
SmartVault Portal for 24/7 document access
CPA Saturday of Service volunteering
Discount QuickBooks Online pricing as ProAdvisor
Services
Business Advisory Services
Analysis and preparation of financial statements, tax planning strategies, business entity structure review, and periodic monitoring of financial health.
Representation and defense services for tax audits by IRS, state, and local agencies.
IRS audit defenseOregon Department of Revenue defenseWashington Department of Revenue defenseCity of Portland audit defenseCollection action representation
Estate Planning Services
Planning, consultation, and return preparation for estates and trusts.
Estate planningTrust consultationEstate and trust tax returns
Credentials & Certifications
Certified Public Accountant (CPA)
Since 1997
American Institute of CPAs
Oregon Society of CPAs
East Portland Chamber of Commerce
Gateway Area Business Association
B1G1-Business for Good
Since 2015
Reviews
Rating
4.8
★★★★★
Reviews
25
"You would be hard-pressed to find any other loyal accounting services."
Frequently Asked Questions
What services do you offer? +
We provide individual and business tax services, business advisory, QuickBooks training, audit defense, estate planning, payroll, and more.
Are you a certified public accounting firm? +
Yes, Ortquist & Associates, PC is a CPA firm with 51 years of experience as Certified Public Accountants.
Do you offer business advisory services? +
Yes, we offer business advisory services including financial statement analysis, tax planning strategies, and periodic monitoring.
What makes your firm different from other CPA firms? +
We are women-led, community-focused, environmentally sustainable (paperless since 2003), and committed to B1G1-Business for Good giving.
Do you provide audit defense services? +
Yes, we provide tax audit defense and collection action representation for IRS, Oregon Department of Revenue, Washington Department of Revenue, and City of Portland.
Is the firm environmentally sustainable? +
Yes, we have been paperless for individual returns since 2003 and entity returns since 2010, and we recycle office equipment and consumables.
4.8
