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Lauderbaugh Tax CPA

Lauderbaugh Tax CPA

Reviews Summary

The consensus is overwhelmingly positive, with most reviewers praising professionalism, expertise, and efficiency in handling taxes and finances. Many highlight clear communication, timely service, and stress-free experiences, especially for small business owners. A few mention exceptional personal service and long-term trust. One negative review cites lack of follow-up and poor communication, but this is an outlier among the high ratings. Overall, he is highly recommended for his knowledge, reliability, and ability to simplify complex tax matters.

About This Listing

Bookkeeping
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks

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

Bookkeeping
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

10095 SW 72nd Ave

Portland, Oregon 97223

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

This was our first year working with Jon, and boy was it a dream. From the initial intake call to the uploading of the documents during tax season, Jon made everything so easy and streamlined. His communication throughout the entire process was prompt and clear. From the software experience during tax time to emails and phone calls - the whole process of working with Jon was simple and stress free. I can't recommend Jon any more strongly. If you're looking for a CPA, I don't know why you'd look anywhere el

Great experience! I own a small barbershop where I have been doing my accounting and taxes for the last 9 years in the most inefficient way. Jon was able to take care of my taxes quickly and thoroughly. He cleared up all my questions and even helped me and is continuing to help me get my shops finances dialed in with an s-Corp, QuickBooks and get me my maximum tax refund. I?m feeling a weight being lifted of my shoulders I didn?t know I had. If you want someone who is attentive and has your back I highly re

Went with Jon after having pour work done by our previous CPA for my Business. Jon is helped get us on the right track. Made the process extremely smooth and I will be using his service moving forward. Already recommended a few friends!

This was the third year in a row I've used Jon. And I believe He gets better then the Best ever, every year. He's a easy going gentleman to talk to. And always Askes all the right questions. He took it even a step further this year, when I needed it the most. He is totally is the greatest and we will never go anywhere else ever ever again. After going to H and R, and then having another CPA retire on me... But I feel fortunate that He's the best of all of these!.. Thank you for going the distance and saving

I was very happy with the services I received from Lauderbaugh Tax CPA. Jonathan was professional, personable, and timely. My taxes had some complicated issues and he was able to sort things out and put my mind at ease. I will definitely come back next year.

I needed help with a 1099s reporting notice I received from the IRS. I did all the paperwork and then found Jon online. He was very helpful and professional and steered me in the appropriate direction to resolve my situation. Thanks Jon, I feel such a sense of relief!

not professional and he does not follow up on client's question. He wasted my 2 weeks and failed to complete my tax return because his assistant ghosted him. He failed to let me know that he is struggling and that would allow me to find another professional to file my returns. Unfortunately, he costed me valuable 2 weeks in the tax season...

This was my first year filing for my business and finding an accountant, which was intimidating but Jon made the process smooth and easy. Always available to answer any questions I had. I highly recommend him.

Jon is always helping me navigate the difficulties of running a small business. He is a master at finances and taxes. We trust him completely and highly recommend him.

So thankful for Jon! He keeps me on track, is professional, knowledgeable, and also just a great person.

Jonathan was quick with our taxes and helped answer all our questions.

Very prompt service. It's great doing business with John.

Best decision I ever made regarding my business taxes!

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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