Premier Portland CPA Firm
Strategic CPA and Tax Guidance for Individuals and Businesses
Metzger Advisors provides practical tax preparation, accounting, and strategic advisory services for individuals and businesses in Portland
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A CPA Firm in Oregon You Can Trust
- Confidential & Secure Handling
- Direct Access to Senior Partners
- Private Client Support
- Strategic Tax Advisory
- Corporate Accounting Solutions
- Regulatory Compliance
Our Expertise
Professional Tax Services
Practical solutions designed for the complexities of modern finance and business.
Tax Preparation & Filing
Meticulous tax compliance for individuals and corporate entities.
Tax Planning & Strategy
Strategic advisory to optimize your global tax position and preserve wealth.
Corporate Accounting
Payroll Management
Strategic Consulting
IRS Help and Audits
Professional representation for IRS audits and complex regulatory matters.
Estates and Trusts
Comprehensive estate and trust services designed to secure your legacy and support future generations.
Six Decades of Excellence
Serving the Portland Financial Community
Our Heritage
Serving Oregon Since 1962
Metzger Advisors has been serving individuals, families and businesses for more than 60 years. Since our founding in 1962, we’ve built our reputation on a simple idea: provide dependable, personalized financial guidance that clients can trust through every stage of life and business.
Over the years, we’ve supported a wide range of clients, from individuals and small businesses to nonprofits, estates, and trusts. While tax services have always been at the core of what we do, our capabilities extend to payroll, bookkeeping and advisory services allowing us to meet our clients’ evolving needs.
What truly defines Metzger Advisors is our people. We believe in building long-term relationships, understanding each client’s unique situation and providing guidance that goes beyond the numbers. This approach has earned us the trust and loyalty of clients across generations.
Today, we are building on that strong foundation as we grow into new markets and expand our reach. While our business is evolving, our commitment remains the same: to deliver high-quality, personalized service backed by decades of experience and a forward-looking mindset.
THE METZGER STANDARD
Why Clients Choose Our Firm
We provide more than accounting; we provide a foundation of financial security and strategic foresight for Portland’s most established names.
- Personalized CPA services tailored to complex portfolios
- Unwavering commitment to precision and confidentiality
- Strategic year-round advisory and tax optimization
- Direct access to senior partners and expert CPAs
- A legacy of excellence in the Portland financial sector
Our Engagement Process
01
Initial Consultation
02
Strategic Audit
Comprehensive review of your current tax and accounting position.
03
Expert Execution
Meticulous handling of all filings, reporting, and strategy.
04
Ongoing Oversight
Continuous monitoring and proactive advisory services.
Client Testimonials
Guiding clients since 1962
Your money matters. We can help.
Partner with Portland’s premier CPA firm for clear tax and accounting solutions.
Sector Expertise
Specialized Industry Knowledge
Deeply integrated financial expertise for Portland’s most established business sectors.
Nonprofit Organizations
- Clear Form 990 compliance and reporting
- Complex fund accounting and donor stewardship
- Strategic financial transparency for boards
Professional Services
- Strategic cash flow management for agencies
- High-net-worth tax optimization for partners
- Scalable accounting for growing practices
Construction & Infrastructure
- Rigorous job costing and profitability analysis
- Complex progress billing and payment oversight
- Multi-state regulatory and tax compliance
Ecommerce & Global Trade
- Global sales tax (Nexus) and VAT management
- Clear inventory and COGS accounting
- Multi-channel revenue reconciliation
Real Estate Portfolios
- 1031 exchange strategy and tax deferral
- Advanced depreciation and cost segregation
- Passive loss and professional status optimization
Healthcare Institutions
- Practice overhead and efficiency analysis
- Tax-efficient compensation for medical groups
- Strategic advisory for practice transitions
Frequently Asked Questions
What documentation is required for an initial private consultation?
For your initial session, we recommend providing your prior year’s tax return, all current year financial statements, and a summary of any significant corporate or personal financial events. This allows our senior partners to provide the most accurate strategic guidance.
Does your firm provide year-round strategic advisory?
Yes. We operate as a full-service, year-round CPA firm. We believe that continuous oversight and proactive planning are essential for maintaining financial integrity and optimizing tax positions.
How are your professional fees structured?
Our fee structure is transparent and reflects the complexity and scope of the engagement. Following our initial consultation, we provide a detailed proposal outlining the professional services and associated costs.
Can your firm represent clients in regulatory audits?
Absolutely. Our senior CPAs have extensive experience in regulatory representation and IRS audit defense. We act as your primary point of contact, ensuring your interests are professionally protected throughout the process.