KBF Advisory Portland
KBF Advisory
5285 Meadows Rd #420
Lake Oswego, OR 97035
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Tax, Assurance, and Advisory Services in Portland, OR
Portland has carved out a distinct identity in the Pacific Northwest as a city that combines entrepreneurial creativity with a strong base of established manufacturing, apparel, and professional services businesses. From the iconic brands headquartered along the Willamette to the independent businesses that give the city its character, Portland's economy is as diverse as its neighborhoods.
KBF Advisory serves the greater Portland metro area, including our Lake Oswego office location, and our team is well-versed in the particular tax and accounting considerations that Oregon businesses face. We work with clients ranging from closely held family businesses to growing technology companies, providing the same level of specialized expertise that has made KBF a trusted advisor to businesses across the country.
Who We Serve In Portland
Portland attracts a wide range of businesses, and KBF's client base in the area reflects that variety. We serve closely held businesses whose owners want proactive tax planning and clear communication, mid-market companies navigating the complexities of growth, and venture-backed technology companies that need a firm experienced in the financial reporting demands of startup life.
We also work with a number of businesses in the outdoor recreation, apparel, and consumer goods sectors, which have a particularly strong presence in the Portland area. Whatever your industry, KBF brings a team-based approach to every engagement, drawing on the full depth of our firm's expertise to deliver results that matter to your business.
Our Services
Our Portland Team
Gregory A. Fletcher
Partner | Managing Director
5285 Meadows Road
Suite 420
Lake Oswego, OR 97035
Chad Herman
Senior Director
5285 Meadows Road
Suite 420
Lake Oswego, OR 97035
Monique M. Bertram
Managing Director
5285 Meadows Road
Suite 420
Lake Oswego, OR 97035
Joel Dullum
Managing Director
5285 Meadows Road
Suite 420
Lake Oswego, OR 97035
Popular Services in Portland
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- Closely Held Businesses: We understand the unique challenges facing pass-through business owners and family-owned companies, and we provide tax planning and advisory services that address both today's needs and tomorrow's opportunities.
- Emerging Growth Companies: Portland's startup community is thriving, and KBF provides growing companies with the personalized support and technical expertise needed to build a strong financial foundation from day one.
- State and Local Tax (SALT): Oregon's tax environment has its own complexities, and our SALT team helps Portland-area businesses navigate state and local tax obligations, identify planning opportunities, and stay compliant across multiple jurisdictions.
- Managed Accounting Services: For businesses that want to focus on operations rather than back-office functions, KBF offers outsourced accounting and financial reporting services that keep your books current and your leadership informed.
Choose KBF for Your Tax, Assurance, and Advisory Needs
KBF Advisory is a specialized firm built around the needs of companies with complex tax and financial reporting requirements. Unlike generalist accounting firms that treat tax as one service among many, KBF's practice is focused on the kinds of technical challenges — ASC 740, venture-backed and public company compliance, cross-border structures, and transaction advisory — that require genuine depth rather than broad familiarity.
Our clients consistently tell us that what sets KBF apart is the quality of the people they work with and the consistency of that relationship over time. Engagements are led and staffed by senior professionals who remain personally involved, so you are never passed to someone unfamiliar with your business at a critical moment.
KBF also operates at a scale that matters. With offices across the United States and in the Philippines, we have the reach to support clients wherever their operations take them, while maintaining the culture of a firm that genuinely invests in each client relationship.
Whether you are preparing for a significant transaction, navigating a complex compliance requirement, or simply looking for an advisor who will engage with your business the way a trusted partner should, KBF is built for that work.