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Bookkeepers in Oregon

4 markets, 7 articles · Last updated:

Which bookkeepers in Oregon have the highest Evidence Scores?

We reviewed 231 firms in Oregon: 85 met the listing bar and 68 reached 70% evidence coverage, and 40 of them hold a numbered place on one of its 3 ranked lists.

  1. Blue Water Bookkeeping, LLC: Evidence Score 72/100 at 94% coverage, on the Portland-Hillsboro page
  2. West Coast Bookkeeping Group LLC: Evidence Score 65/100 at 94% coverage, on the Portland-Hillsboro page
  3. Melinda Handy CPA LLC: Evidence Score 61/100 at 91% coverage, on the Eugene-Springfield page

Start with the metro page nearest you. Oregon has 4 metro pages, largest first: Portland-Hillsboro (43), Eugene-Springfield (10), Bend (9) and Salem (8). 2 of the 4 carry a ranked list; the rest compare firms without an order. 15 more firms outside those metros are listed below.

Outside the metro pages: 46 profiles reviewed, 15 met the listing bar, 13 scored (evidence coverage of 70% or more). 9 document at least 6 of the items we score and are ranked by Evidence Score; the other 4 are under the list as Also scored.

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Elsewhere in Oregon

Firms outside the market pages that met the listing bar. A town gets its own page once it has 8 listed firms.

  1. John A. Warekois (Central Point, OR). Evidence Score 54/100 at 91% coverage. Read the full profileDocuments 2 of 5 core services; CPA license verified with the state board; IRS preparer record found for a named person; registered entity verified.
  2. Wicks Emmett (Roseburg, OR). Evidence Score 44/100 at 86% coverage. Read the full profileDocuments 2 of 5 core services; CPA license verified with the state board; registered entity verified. Documented fit: medical, healthcare.Who they say they serve (self-reported): medical, healthcare, construction, dental, e-commerce.
  3. Calyx CPA (Medford, OR). Evidence Score 40/100 at 91% coverage. Read the full profileDocuments 0 of 5 core services; CPA license verified with the state board; IRS preparer record found for a named person; registered entity verified. Documented fit: cannabis.Who they say they serve (self-reported): cannabis.
  4. Cynthia Harelson, CPA PC (Grants Pass, OR). Evidence Score 39/100 at 92% coverage. Read the full profileDocuments 1 of 5 core services; CPA license verified with the state board; IRS preparer record found for a named person; registered entity verified.
  5. Koontz, Blasquez & Associates (Albany, OR). Evidence Score 37/100 at 86% coverage. Read the full profileDocuments 2 of 5 core services; CPA license verified with the state board; registered entity verified.
  6. American Bookkeeping and Tax Service, Inc (Albany, OR). Evidence Score 35/100 at 92% coverage. Read the full profileDocuments 2 of 5 core services; registered entity verified.
  7. Elevate Business Consulting, LLC (Medford, OR). Evidence Score 31/100 at 92% coverage. Read the full profileDocuments 2 of 5 core services; registered entity verified. Documented fit: real estate, cannabis.Who they say they serve (self-reported): real estate, cannabis.
  8. NW Tax & Accounting, LLC (Corvallis, OR). Evidence Score 26/100 at 86% coverage. Read the full profileDocuments 1 of 5 core services; registered entity verified.
  9. My Vxw Site Ngu8nx (. Gresham, OR). Evidence Score 23/100 at 94% coverage. Read the full profileDocuments 2 of 5 core services.

Also scored

These firms reached 70% evidence coverage, but fewer than 6 of the items we score are documented for them, so they carry a score and no number.

Also scored, by Evidence Score
FirmWhereServices documented SoftwarePricingCredentials verified Coverage (%)Evidence Score
Hart Accounting & Tax LLC Albany, OR
Local
monthly bookkeeping, month-end close QuickBooks Online Not verified IRS preparer record 81 28
HELMS & SWIFT CPAs Medford, OR Not verified Not verified Not verified Active CPA firm or individual license, IRS preparer record 92 25
Wilcox CPA
Says it serves: dental
Medford, OR AP/AR QuickBooks Not verified Not verified 92 23
Bookies Tax & Bookkeeping Services Grants Pass, OR payroll coordination Not verified Not verified Not verified 73 6

Comparison table

Ranked firms, in rank order
FirmWhereServices documented SoftwarePricingCredentials verified Coverage (%)Evidence Score
John A. Warekois Central Point, OR
Local
payroll coordination, month-end close QuickBooks Not verified Active CPA firm or individual license, IRS preparer record 91 54
Wicks Emmett
Says it serves: medical, healthcare, construction, dental, e-commerce
Roseburg, OR
Local + remote
payroll coordination, month-end close Not verified Not verified Active CPA firm or individual license 86 44
Calyx CPA
Says it serves: cannabis
Medford, OR
Local + remote
Not verified Not verified Not verified Active CPA firm or individual license, IRS preparer record 91 40
Cynthia Harelson, CPA PC Grants Pass, OR month-end close QuickBooks Not verified Active CPA firm or individual license, IRS preparer record 92 39
Koontz, Blasquez & Associates Albany, OR payroll coordination, month-end close QuickBooks Not verified Active CPA firm or individual license 86 37
American Bookkeeping and Tax Service, Inc Albany, OR
Local
payroll coordination, month-end close Not verified Not verified Not verified 92 35
Elevate Business Consulting, LLC
Says it serves: real estate, cannabis
Medford, OR monthly bookkeeping, payroll coordination QuickBooks Not verified Not verified 92 31
NW Tax & Accounting, LLC Corvallis, OR
Local
payroll coordination Gusto Not verified Not verified 86 26
My Vxw Site Ngu8nx . Gresham, OR
Local
payroll coordination, month-end close Not verified Not verified Not verified 94 23

Also listed (not scored yet)

These firms met the listing bar but have under 70% evidence coverage, so they are not ranked.

Local firms
FirmWhereServices documented SoftwarePricingCredentials verified Coverage (%)
BOOKS and DONE Corvallis, OR Not verified Not verified Not verified IRS preparer record 25
Paper Trail Bookkeeping Medford, OR AP/AR, payroll coordination, month-end close QuickBooks Not verified Not verified 40

How we check firms in Oregon

Across all 85 firms we list in Oregon, 2 publish a monthly price or a starting price and 81 say nothing about fees. That's close to the national share of 4%.

Because Oregon publishes its records as open data, the checks for every firm we list in Oregon found 27 firms with an active CPA license or permit on Oregon's published register and 64 with a business registration found in the state's registry data. Any firm that says it's a CPA practice can be checked on the Oregon Board of Accountancy lookup.

What a bookkeeper tracks in Oregon

General information, not tax advice. Which of these reach your business depends on its entity type, what it sells, whether it has employees and the schedule each agency assigns. Your bookkeeper keeps the records; you, or whoever your engagement letter names, file. Checked on the linked official pages on September 26, 2026.

  • No general sales tax. Oregon doesn't have a general sales or use tax, so there's no state sales tax return to file. A separate vehicle use tax applies to new vehicles bought outside the state. Oregon Department of Revenue, checked Sep 26, 2026
  • Income tax withholding. Oregon withholding deposits follow the same schedule as your federal deposits. The quarterly Form OQ is due April 30, July 31, October 31 and January 31, and the annual Form WR reconciliation is due January 31 of the following year. Oregon Department of Revenue, checked Sep 26, 2026
  • Unemployment tax reports. Employers file an Oregon Quarterly Tax Report (Form OQ) each calendar quarter, and payroll tax payments are due the last day of the month after the quarter ends. Domestic employers may choose to file annually on Form OA, due January 31. Oregon Employment Department, checked Sep 26, 2026
  • Corporate activity tax. Businesses with $750,000 or less of Oregon commercial activity are excluded from the corporate activity tax. Above that you register, and above $1 million you file a return, due the 15th day of the fourth month after your tax year ends. Oregon Department of Revenue, checked Sep 26, 2026
  • Annual renewal. Most Oregon business entities renew with the Secretary of State every year, on the anniversary of the original filing. An assumed business name renews every two years instead. Oregon Secretary of State, checked Sep 26, 2026
  • The CPA title. Only a person holding an Oregon CPA license, or authorized to practice public accountancy in Oregon, may use the title certified public accountant or the abbreviation C.P.A. Oregon State Legislature, checked Sep 26, 2026

Frequently Asked Questions

How do I check a bookkeeper's CPA license in Oregon?

Search the firm or the person on the Oregon Board of Accountancy lookup. A bookkeeper doesn't need a CPA license to keep your books; it matters when a firm uses the CPA title or you need audited or reviewed statements.

How can I confirm an Oregon bookkeeping firm is a registered business?

Search its legal name on the Oregon business entity search. A sole proprietor trading under its own name may not appear, and that alone isn't a warning sign.

Why are some Oregon metro pages not ranked?

A ranking needs 8 firms at 70% evidence coverage. Bend and Salem have fewer than 8 at that coverage, so they compare firms alphabetically until more evidence comes in.

Sources and further reading

Dates are when we checked. Report an error.

  1. DNS checkChecked Sep 26, 2026
  2. Firm's own websiteChecked Sep 26, 2026 to Nov 12, 2026
  3. IRS preparer recordsChecked Sep 27, 2026 to Nov 10, 2026
  4. State accountancy boardChecked Sep 26, 2026
  5. State business registryChecked Sep 26, 2026
  6. Oregon Board of Accountancy: license lookupOregon Board of Accountancy
  7. Oregon business entity searchState of Oregon
  8. How the Evidence Score worksBookkeeping Index methodology
  9. Commercial disclosuresBookkeeping Index

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