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Our partners have the necessary skills and experience to assist with the most complicated issues, and this ensures that the job will be done efficiently and effectively.
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Professional Qualifications and Education Attended
- Bachelor of Science , Oregon State University
- Masters in Business Administration, University of California at Los Angeles
- Certified Public Accountant , Oregon since 1970
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Professional Experience
Active practice of public accounting with regional and local firms since 1968. Experience with a regional accounting firm involved extensive exposure in audits of manufacturing firms and personal service entities. Experience with Maginnis & Carey LLP has involved a wide variety of services to numerous closely held businesses.
Served as Managing Partner of the firm for fourteen years.
Engagements have included the following:
- Accounting
- Tax Compliance
- Tax Planning
- Financial Planning
- Management Consulting
Professional and Business Associations
- American Institute of Certified Public Accountants
- PKF North American Network
- Oregon Society of Certified Public Accountants
- Former member of Insurance, Northwest Conference and Forest Products Committees
- Kappa Sigma Fraternity, Former officer of undergraduate chapter, alumnus advisor to an active chapter, officer of local alumni chapter
- Lake Oswego Hunt Club, Former board member, president and treasurer
- The Berry Botanical Garden , Board member and treasurer
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Professional Qualifications and Education Attended
- City of London College
- Chartered Accountant , England and Wales
- Certified Public Accountant , Oregon
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Professional Experience
- Over 30 years experience in public accounting, both local and international practices
- Six years audit experience with an international firm working in Europe , Africa and the USA
- Extensive responsibility for the management of audit, accounting and management advisory service engagements for a wide variety of industrial, commercial and professional clients
- Detailed involvement in audits and reviews of manufacturing and wholesale distribution companies, and familiarity with industry practices and potential problems.
Other areas of specialization include:
- Real Estate Businesses
- Investments
- Personal Service Corporations
- Business Acquisition/Development/Sale
- In-Bound Foreign Investments
Professional and Business Associations
- American Institute of Certified Public Accountants
- Oregon Society of Certified Public Accountants, OSCPA Educational Foundation
- State Representative for Oregon : ACAUS
- PKF North American Network
- New Avenues for Youth, Inc., Executive Board
- Albertina Kerr Centers Foundation - Committee member
- Coach for local kids' soccer club
- Financial Advisor to Board of Directors for a number of clients
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Professional Qualifications and Education Attended
- Bachelor of Business Administration, University of Portland
- Delta Epsilon Sigma National Honor Society
- Alpha Kappa Psi Business Fraternity
- Certified Public Accountant , Oregon |
Professional Experience
Active practice of public accounting with Maginnis & Carey LLP since 1984, as well as two years in private industry. Experience with Maginnis & Carey LLP has involved a wide variety of services to numerous closely held businesses.
Other areas of specialization include:
- Accounting
- Tax Compliance
- Tax Planning
- Financial Planning
- Management Consulting
Professional and Business Associations
- American Institute of Certified Public Accountants
- Oregon Society of Certified Public Accountants
- PKF North American Network
- Various committee involvement and community service projects
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Professional Qualifications and Education Attended
- Lewis & Clark College
- Certified Public Accountant , Oregon
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Professional Experience
Over 30 years of public accounting.
Significant areas of concentration include:
- Personal and corporate tax planning and compliance
- Exempt organization taxation
- Financial consulting
- Litigation support
- Business acquisition and sale consultation
Industry Specializations include:
- Contractors and homebuilders
- Professional services firms
- Not-for-profit organizations
Professional and Business Associations
- American Institute of Certified Public Accountants
- Oregon Society of Certified Public Accountants, Education Foundation: Past President
- PKF North American Network
- Homebuilders Association of Metropolitan Portland
- YMCA of Columbia-Willamette, Board of Trustees, Chair, Child Care Committee
- Rotary Club of Portland
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Professional Qualifications and Education Attended
- Oregon State University
- Certified Public Accountant , Oregon
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Professional Experience
Over twenty years' experience in public accounting, both in local and national practices, including audit, accounting, tax, and management advisory services.
Extensive experience in the following:
- Management
- Planning
- Supervision of Engagements and Staff
Exposure and experience with a wide range of industries, including:
- Construction
- Manufacturing,
- Real Estate
- Financial Institutions
- Employee Benefit Plans
Professional and Business Associations
- American Institute of Certified Public Accountants
- Oregon Society of Certified Public Accountants
- PKF North American Network
- Oregon State University , Business Roundtable Executive Committee
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Professional Qualifications and Education Attended
- Oregon State University , Bachelor of Science in Business Administration
Concentration in Accounting, minor in Computer Science
- Portland State University , Masters in Taxation
- Certified Public Accountant , Oregon |
Professional Experience
Over twenty years in private and public accounting, including practical application of audit, review, compilation procedures, and tax preparation for individuals, corporations, partnerships and limited liability companies, as well as tax implications of mergers and acquisitions.
Extensive experience in the following:
- Management
- Planning
- Supervision of Engagements and Staff
- Audits of pension plans
Exposure and experience with a wide range of industries including:
- Manufacturing
- Wholesale
- Retail
- Distribution
- Construction
- Governmental
- Service Sectors
Professional and Business Associations
- American Institute of Certified Public Accountants
- Oregon Society of Certified Public Accountants
- PKF North American Network
- Past Chairman, Finance Committee, Valley Catholic School , Board of Directors
- Board Member, St. Pius X School Advisory Council and School Finance
Committee

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Professional Qualifications and Education Attended
- Oregon State University , Bachelor of Science in Business Administration
- Certified Public Accountant , Oregon
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Professional Experience
Over twenty years in public accounting helping clients throughout the Pacific Northwest meet their business goals, plan their accounting needs and solve their tax problems.
Has extensive experience with reporting requirements for multiple inter-related business entities in a variety of industries as well as businesses operating in multiple states.
Exposure and experience with a wide range of industries including:
- Medical Practices
- Law Firms
- Architects
- Real Estate Transactions (including Foreign Ownership)
- Other Professional Organizations
Professional and Business Associations
- American Institute of Certified Public Accountants
- Oregon Society of Certified Public Accountants
- PKF North American Network
- State and Local Taxation Committee and International Services Committee for the Oregon Society of Certified Public Accountants
- Various political and community associations
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Professional Qualifications and Education Attended
- Portland State University
- Certified Public Accountant , Oregon
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Professional Experience
Over eight years in public accounting including audit, accounting, tax, and management advisory services.
Exposure and experience with a wide range of industries including:
- Estates
- Trusts
- Manufacturing
- Real Estate
- Employee Benefit Plans
Professional and Business Associations
- American Institute of Certified Public Accountants
- Oregon Society of Certified Public Accountants
- PKF North American Network
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