Verity Accountancy, PC

Excellence, Integrity and Innovation from Advisors you can trust.

Accountant in Milwaukie, OR (show on map)

5.0

★★★★★

5 reviews

A Pacific Northwest accounting firm providing tax, assurance, and business advisory services to closely-held companies, startups, and nonprofits.

Call (503) 281-5213

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About

Verity Accountancy, PC is a professional accounting firm based in Milwaukie, Oregon, serving clients across the Pacific Northwest. The firm combines accounting, finance, and tax expertise to deliver tailored solutions for closely-held companies, startups, second and third generation businesses, and nonprofit organizations.

Services include tax preparation and strategy, accounting and assurance (audits, reviews, compilations, attestation), and business advisory (valuations, succession planning, business acquisition assistance, and strategic planning). The firm emphasizes building collaborative, trusted advisor relationships to help clients strengthen their businesses, minimize risk, and leverage tax structures.

Trusted advisor relationships built on experience and knowledge

Tailored strategies based on combined accounting, finance, and tax platform

Deep experience with closely-held companies from startups to multi-generational operations

Pacific Northwest community focus

Objective evaluations and considered suggestions that build business value

Services

Tax Services

Tax preparation, planning, strategy, and IRS representation for individuals, businesses, and nonprofits.

Individual & Business Tax Preparation Tax Planning & Strategy IRS Representation & Other Tax Matters Federal, state, and local income tax preparation Trust and estate tax services 1099, auto inclusion, personal property tax Tax audit representation

Accounting & Assurance

Accounting, bookkeeping, auditing, and attestation services for businesses and nonprofits.

Traditional Accounting Services Certified Audits Attestation Services Monthly and annual closing procedures Financial statement preparation Systems and procedures development ERISA Employee Benefit Plan Audits Governmental (Yellow Book) audits

Business Advisory Solutions

Strategic advisory, valuations, financing, and succession planning for businesses.

Business valuations Financial analysis & modeling Succession and transition planning Business acquisition (buy/sell) assistance Financing representation and negotiation Strategic planning to achieve goals and objectives Project consulting Turnaround consulting for distressed businesses

Credentials & Certifications

CPA (Certified Public Accountant)

Reviews

Rating

★★★★★

Reviews

"I would recommend them to any similar business in the Portland metro area."

Frequently Asked Questions

What services does Verity Accountancy offer? +

Verity offers Tax Services (preparation, planning, IRS representation), Accounting & Assurance (audits, reviews, compilations, attestation), and Business Advisory Solutions (valuations, succession planning, financing, strategic planning).

Who are Verity's typical clients? +

Verity's typical clients are closely-held companies, including new startups through second and third generation operations, as well as individuals and nonprofit organizations.

Does Verity serve nonprofit organizations? +

Yes. Verity provides dedicated services to nonprofit organizations, including preparation of Federal Forms 990, 990T, and 990PF, Oregon Department of Justice Form CT-12, and U.S. Department of Labor Form LM-2.

What industries does Verity serve? +

Verity serves clients in retail, service, wholesale, restaurants, manufacturing, and nonprofits.

Where is Verity Accountancy located? +

Verity is located at 4000 SE International Way, Suite F203, Milwaukie, OR 97222, off highway 224.

Can Verity help with IRS audits and tax representation? +

Yes. Verity offers IRS, state, and local tax audit representation as part of its Tax Services.

What assurance engagement levels does Verity perform? +

Verity performs audited, reviewed, compiled, and agreed-upon procedures engagements.

Does Verity offer business valuation services? +

Yes. Business valuations are listed as one of the Business Advisory Solutions services.