Rote CPA and Consulting

Quality does not need to be expensive. We create value, not work.

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

3.0

★★★☆☆

2 reviews

Full-service CPA firm in Oregon offering tax, business, forensic, and litigation support services for individuals and businesses.

Call (503) 272-6264

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About

Timothy Rote, CPA is a full-service CPA firm licensed in Oregon, serving the Portland/Tualatin area. We offer tax preparation, planning, IRS audit representation, business consulting, forensic services, litigation support, and personal financial planning for business owners, executives, and independent professionals.

The firm emphasizes professionalism, responsiveness, and quality, and provides services including cash flow management, bank financing, business valuation, strategic planning, succession planning, new business formation, non-profit support, internal controls, estate planning, retirement planning, elder care, and payroll tax problem resolution. The firm also offers a monthly newsletter, financial calculators, and a client portal.

Full-service CPA firm with forensic and litigation support capabilities

Owner is also a business owner with real estate and litigation experience

Emphasis on personal service, responsiveness, and quality

Affordable and efficient service

Free consultation offered

Services

Tax Preparation

Efficient, affordable, and discreet tax preparation services for individuals and businesses.

Tax Planning

Comprehensive tax planning to help clients achieve their financial goals and manage tax liabilities.

IRS Audit Representation

Representation and support during IRS audits to resolve tax problems and reduce stress.

Business Services (CFO, Cash Flow, Financing, Valuation, Strategic Planning)

Broad spectrum of business consulting including part-time CFO services, cash flow management, bank financing, business valuation, strategic planning, succession planning, new business formation, non-profit support, and internal controls.

Forensic Services

Forensic accounting and investigation services to see beyond the numbers and uncover financial truth.

Litigation Support Services

Litigation support including strategic decision making, damage calculations, understanding litigation stages, and managing costs.

Credentials & Certifications

Licensed CPA in Oregon

Reviews

Rating

★★★☆☆

Reviews

Frequently Asked Questions

My company's books are a nightmare. I don't even know where to start! +

While we don't have a bookkeeping or payroll service, we can refer you to quality professionals who provide those services. Beyond that we do want to make sure your records provide the detail necessary for us to prepare your tax returns efficiently. It starts here.

Our profitability should be higher. +

We can help you decide why you are not as profitable as expected, whether this is a question of pricing, issues with internal controls (fraud), budgeting, etc. We offer a broad spectrum of CFO and forensic services.

We have litigation issues and need help. +

We have a lot of experience with litigation support, including strategic decision making, damage calculations, helping you understand the stages of litigation and managing costs.

I made a mistake on my taxes. +

We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.

I need help planning my family's financial future. +

We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

Do you offer bookkeeping or payroll services? +

No, we do not offer bookkeeping or payroll services directly, but we can refer you to quality professionals who provide those services.

Do you help with QuickBooks? +

Yes, we offer a variety of services to help make sure that you are taking full advantage of QuickBooks' many features.

What are your firm's core values? +

Our firm is dedicated to three underlying principles: professionalism, responsiveness, and quality.