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Cogence Group

Cogence Group

Reviews Summary

The reviews consistently highlight exceptional expertise in business valuation, financial analysis, and litigation support. Professionals demonstrate deep understanding of complex situations, providing thorough, credible analyses that withstand scrutiny. They excel at simplifying intricate financial matters, offering practical advice, and delivering high-quality results. Clients praise their attention to detail, professionalism, and ability to navigate stressful scenarios effectively. The team is commended for strong networking, strategic collaboration, and producing air-tight documentation that gains universal acceptance. Their work frequently leads to favorable outcomes in negotiations, settlements, and disputes.

About This Listing

Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions

Contact Information

Address

935 NW Everett St

Portland, Oregon 97209

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

Jay and his team were immensely helpful. We needed their assistance calculating an accurate SDE to trigger the sale of some company equity. They provided nuanced attention to detail in analyzing our very unique business and business model. Jay and Chandler were able to answer our questions in a practical and down to earth way helping us navigate a potentially stressful situation seamlessly. The Cogence Group is a high quality firm. We would absolutely recommend them to other companies.

Jay and his team at Cogence provided support to a client of mine in a high profile federal court case in Oregon related to misappropriation of trade secrets, breaches of contracts, confidentiality provisions, and other claims. They delivered world-class results. Jay and his team have the experience to understand highly sophisticated situations. They took the time to doggedly uncover facts to support the financial claims, pressure tested positions, and provided top-notch and objectively determinable resul

Jay Sickler was instrumental in helping us sell our electrical contracting business. After receiving an offer, Jay reviewed the business valuation presented to us by the buyer and advised us on how the buyout should look in order to protect our best interest. He referred us to a highly reputable business attorney and worked closely with us during the entire negotiating process. He is extremely well networked and knowledgeable about business valuations. Because of Jay?s direct council, advice and legal wo

Jay and Taylor were instrumental in the favorable settlement of an extremely complex insurance coverage action. They analyzed, evaluated and presented complex costs in a thorough, credible and air-tight manner for the litigation, and then continued to update their cost analysis for the several years until the case was settled. By the end, all parties accepted the cost analysis. --Joan P. Snyder, Partner, Stoel Rives LLP

Eli Neal handled valuations for several of our 300 unit + apartment communities with complex tenant in common ownership, other assets held by the separate tenant in common LLCs, and recent entity changes. I was impressed that Eli grasped the ownership structure without any corrections and that his report not only supported the valuation, but allowed a reader to trace back to understand the ownership structures. Jeff Chaidez, CPA AM Hayden Properties, Inc.

Jay served as a catalyst and "difference maker" in taking our ownership transition ideas and designing a workable plan that led to success using his extensive experience and analysis. We were impressed with his professionalism, timeliness and results. Roger Spring, CEO, Evergreen Consulting Group

Taylor Cothran, a forensic CPA at Cogence Group, did a superb job in testifying for my client on the subject of disability and other benefits in a case against an insurance company. She has performed similar services in two other cases, all of which involve analyzing reams of often-conflicting documents and simplifying things for an arbitrator or jury. The people at Cogence dig deep for facts to support financial claims, they are available to discuss strategy, and their analysis and opinions carry the day i

My small, but not simple, retail business suffered a devastating fire in late February, 2017. After spending several months working with my insurance company to calculate my Business Interruption claim I was offered a paltry 35% of the loss by the insurance company's accounting representation. The offer was made with no documentation by my insurance firm's accountants, and all communications ceased when I challenged the offer. Cogence was able to bring the insurance accountants back to the table to complet

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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