About our Firm

Background

Since 1986, our firm has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as compiled and reviewed financial statements, and financial planning.

Our Mission

Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs, thorough research, and sound analysis. Our firm is dedicated to meeting these goals with high standards of excellence and professionalism.

Our Team

David Taylor

Certified Public Accountant

david@davidtaylorcpa.com 503 297-6303



Kana Yu

Enrolled Agent

kana@davidtaylorcpa.com 503-297-6303



Beth Gellatly

Licensed Tax Preparer

beth@davidtaylorcpa.com 503-297-6303



Stephanie Lambert

Licensed Tax Preparer

stephanie@davidtaylorcpa.com 503-297-6303



Rhiannon Overstake

Office Administrator
Notary Public

rhiannon@davidtaylorcpa.com 503-297-6303



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