Bend, Oregon CPA
Whether you're a Bend business owner, a remote tech worker who moved here for the mountains, or someone navigating equity compensation from a startup, you need a CPA who actually knows your world. That's what OGCPA is built for.
Bend has changed a lot. So has who needs a CPA here. The old model (show up in April, hand over your documents, get your return) doesn't cut it anymore for the clients I work with.
You left the Bay Area (or Seattle, or Austin) for Bend's trails and quality of life. But your RSUs, stock options, and equity comp didn't follow simple rules just because you moved states.
You're running something real: a shop, a service, a growing company. Tax strategy shouldn't be an afterthought. It should be built into how you operate.
An acquisition, IPO, or tender offer is coming, and you have equity on the line. The planning that happens now determines how much you keep.
You're adding real estate, investments, or ownership interests to your financial picture and need someone who can coordinate the tax strategy across all of it.
OGCPA isn't a volume tax shop. Every client gets proactive, year-round attention, not a once-a-year file and forget.
RSUs, ISOs, NSOs, ESPP, 83(b) elections, AMT planning. If your compensation involves equity, I know how to navigate the tax side of it, before the deadlines hit.
Entity structure, S-corp elections, quarterly planning, deductions, and keeping your business tax-efficient year over year. Oregon and federal.
Federal and Oregon state tax returns, plus the proactive planning that makes them less painful. Especially for complex situations: multiple income streams, investments, rental property.
Acquisitions, IPOs, tender offers, QSBS exclusions. The tax decisions around a major liquidity event are time-sensitive and high-stakes. I help you plan them, not just report them.
Rental properties, 1031 exchanges, cost segregation, passive activity rules. Bend's real estate market has created real complexity for a lot of people. I help you navigate it.
Multi-state filing, Oregon residency rules, reciprocity questions. If you work remotely from Bend for an out-of-state company, the tax picture is rarely simple.
I grew up in Bend, Oregon. This isn't where I landed, it's where I'm from. After Oregon State, I worked my way through a local firm, then Deloitte's tax team, then the CFO seat at a construction company in Dallas, then the founding team of a Y Combinator-backed AI startup in San Francisco.
I came back to OGCPA by choice, because I wanted to do the kind of tax work I actually believe in: proactive, strategic, and built around the client's whole financial picture, not just a return.
My background sits at an unusual intersection: Big Four tax rigor, startup-world equity fluency, and genuine Bend roots. For clients at the edge of something big, a vest, an exit, a major business decision, that combination matters.
Either works. I serve Bend clients in person and remotely. Everything runs through secure portals, e-signatures, and video calls. Most of my clients never step into an office, and that's by design.
Possibly. California is aggressive about residency, and if you left mid-year, owned property there, or have income sourced to California, you may still have a filing obligation. This is one of the most common issues I see with Bend transplants from the Bay Area.
Oregon taxes residents on all income, regardless of where it's earned. If you live in Bend and work for a California or Washington company, Oregon gets its cut. I help remote workers understand their full state tax picture and stay compliant.
Yes. RSUs, ISOs, NSOs, ESPP, and 83(b) elections are a core part of what I do. Equity compensation is one of the most tax-sensitive areas in personal finance, and getting the timing and elections right can mean six figures of difference in outcome.
Yes, currently accepting new clients. I take on a limited number of new clients per year to maintain the quality and attention I give everyone. If you're interested, the best step is to fill out the client intake form.
Currently accepting new clients.
Become a Client