Phone: (503) 646-6696 • Address: 10300 SW Greenburg Rd., Suite 360, Portland, OR 97223
Welcome to DiLorenzo & Company
We are a Portland Certified Public Accounting firm, catering to closely held companies and their owners. We are a good fit for small to mid-market enterprises in the manufacturing, distribution, software, technology, professional, and high value add service sectors. We are also a good fit for asset holders desiring specialized assistance to plan or execute a significant transaction, high net worth individuals with complex tax aspects or administrative requirements, and taxpayers requiring resolution of a Government tax dispute.
Our People Going Somewhere Different
We never stop building our house of knowledge. Our CPA’s skills are sharpened through continuous learning and training programs, industry enviable tools, and research libraries. We require our CPA’s time to be proficient, focused and on task, through the use of best in class technologies, a collaborative work-style operations approach, and hands on attentive management. We are big believers in our team, and think you will be too.
Teresa is a graduate of Southern Oregon State College (now Southern Oregon University) and started working at a CPA firm in Medford, Oregon in 1987. She relocated to the Portland area in 1992.
She enjoys being a mom, dog owner and working in the nursery at her church. In her spare time, Teresa loves to drink coffee and knit, weave or read, especially on grey, rainy days, which are plentiful in the Pacific Northwest.
David is a CPA candidate and graduate of the University of Oregon. He majored in accounting and
minored in finance, with a focus on credit analysis. During his academic career he won numerous
academic awards and competitions, including the PWC X-Act Competition. David was a member
of the Oregon Business Consulting Group Management Team. He was also an active member of
student government serving on several presidential level committees.
In his leisure time David enjoys spending time with family, traveling internationally and exploring
the great outdoors.
Mutuality of employment is about being right for each other.
In large part your career will be a reflection of what you choose to make of it. If we hire you, we will tee you up with access to an astounding desktop of tools, technologies, and research libraries. This amazing gateway to knowledge is then complemented with hands on training, mentoring and of course, the opportunity for challenging assignments.
Best in class technologies
Industry enviable tools and research libraries
Collaborative work-style approach with
Managers and Partners
T-School (our weekly in-house training)
Five star out of office CPE programs
If you are a sponge for learning, please know your accelerated learning is our goal. If you are dedicated and hardworking, our intimate office will give you room to showcase your abilities and be noticed. And if there is an entrepreneur in your blood, our mentor-successor program might align with your long term goals.
Class A office environment
Safe location and free covered parking
Flexible work schedules
No overnight travel required
Work assignment opportunities
to match pace with your career growth
Highly competitive compensation
and benefits packages
Going somewhere different is our reminder that our clients are never stagnant.
Circumstances, goals and actions are in a perpetual state of motion. Our challenge in keeping pace is to continually take a fresh look. To do so effectively requires an investment in relationship; we serve you well when we know you well. We hope to earn that right.
Experience has taught us that you and your business enterprise are unique from all others. We are committed to seek an understanding of those places you want to go and be flexible to customize our approach in servicing and advising within the boundaries of our core competencies.
We solve problems. Inside our skill sets, your toughest challenge is likely our intriguing puzzle. We won’t shy away from a tough assignment. Best wishes in your travels to that better place you want to go.
We embrace the notion that each generation has something good to offer the other.
Our firms beginnings trace back to competencies developed as commercial accountants serving small to mid-market closely held businesses in the manufacturing, distribution, software, technology, professional and high value add service sectors. We cater services to the changing needs of you and your business through the progression of business cycles and life cycles.
Tax & Accounting
Our traditional function is the fulfillment of financial statement and tax compliance requirements for the Company and its owners. Typical financial statement engagements include audited, reviewed, compiled and special purpose financial statements; tax return engagements focus on federal, US aspects of international, multi-state and local income tax returns.
Annual assistance includes tax estimate and projection planning, year-end tax projection and resulting recommendations. Executive compensation planning focuses on retaining key personnel. Planning for proposed transactions in Business M&A, financing or real estate requires specialized and focused tax structuring and diligence.
Tax platform review considers choice of entities, multiple entity organizations, and related party transactions. Financing platform considers reliance and opportunities for customer based, supplier based, secured debt, mezzanine, and equity financing. Tax check-ups consider tax methods of accounting, revenue recognition, tax deferral techniques, identification of tax savings opportunities and multistate tax review.
One of our most gratifying services is assisting our clients with their big decisions. Whether you are financing or refinancing your business or real estate, selling or acquiring real estate, or looking to M&A with respect to a business segment, enterprise or equity interest, we stand ready to help.
We are experienced in providing third party referral, acting in a shadow/consult role or in a turnkey intermediary role. We are prepared to assist you as needed with pre-packaging and positioning transactions, valuation feasibility, transaction structuring, financing aspects, tax aspects, diligence services, transaction closing and post-closing mop-up services.
We are experienced in providing third party referral, acting in a shadow/consult role or in a turnkey intermediary role. We are prepared to assist you as needed with pre-packaging and positioning transactions, credit request feasibility, transaction structuring, cash flow/EBITDA projection review, tax aspects, diligence services, transaction closing and post-closing mop-up services.
We are experienced in providing third party referral, acting in a shadow/consult role or in a turnkey intermediary role. We are prepared to assist you as needed with pre-packaging and positioning transactions, valuation feasibility, cash flow/NOI review, transaction structuring, financing aspects, tax aspects, diligence services, transaction closing and post-closing mop-up services.
We are experienced in complex tax aspects and administrative requirements for unique needs. Whether financial success was created through high earnings, the sale of your business, or wise and prudent investing, we are familiar with assisting in a wide variety of business succession, family or charitable transfer and tax savings vehicles. We understand the need for follow-up to stay on top.
The income tax process integrates all your financial pieces, including filing or non-filing grantor trusts, lifetime or testamentary trusts, estates, family partnerships, partnership or S-Corporation pass-through business interests, real estate investments, hedge fund or private equity investments, charitable planning vehicles, retirement plans, deferred and or stock based compensation, and a variety of investment, family transfer or estate planning special purpose entities.
We are experienced in providing you support as your sole source or as a member of a planning team. The many components of tax planning include estimated tax payment preparation and strategy, preparation of tax projections, tax aspects of a focused transaction, business succession planning, tax aspects of acquisition or sale of a business or real estate, tax aspects of financing, multi state jurisdiction planning, efficient charitable giving, estate tax and family asset transfer planning.
We are available to help in limited fiduciary roles, including appointment as a co-trustee for a special purpose business holdings trust. We are experienced in providing executive assistance to personal representatives or trustees seeking a back office. We are prepared to assist with the administrative tax aspects of a funded trust or estate.
We live in a world where reasonable people sometimes differ in opinion. If you and Government taxing authorities don’t see eye to eye, we are prepared to step in and defend your best interests. Dispute resolution might range from answering Government generated correspondence, to managing live examinations, to joining an appeal team.
Federal & State Tax Matters
As the Government increases its reliance on automated tools for tax code enforcement, Government correspondence has grown exponentially. Unfortunately it is often incorrect. We are experienced in evaluating correspondence and seeking quick resolution. Under a Power of Attorney we are experienced in representing taxpayers undergoing Examination. When necessary we are available to join an Appeal team to challenge adverse Examination results.
In circumstances where client privilege is paramount, we generally provide tax attorney third party referrals. We are experienced in following procedures to accommodate catch up and first time Foreign Bank Account Reporting. We also are able to assist you in obtaining a state Voluntary Disclosure Agreement upon discovery of prior year nexus activities in a non-filing state.
No business is free of constraints. The only question is whether narrow windows of opportunity are seized or lost because of capital, management, or capability.
Data Rooms Going Somewhere Different
For your convenience we are pleased to sponsor a variety of client data rooms (Commencing January 1,2014). To safeguard the confidentiality of your information, each room may be customized by you to designate various upload and download credentials to individuals you identify. Please be sure to complete the Data Room Authorization to open a data room and to update credentials as evolving circumstances and events warrant.
Please use this room to efficiently upload information you wish to share with us. This room is recommended for all file transmissions, including large files. Archived files may be useful to maintain a history of information you have shared with us. We will clean this room periodically, unless you post a No Clean sign.
We will deliver electronic versions of financial statements, tax returns, and other agreed upon items to this room. Archived copies of our deliverables will be stored for your convenience in servicing third party information requests. We recommend limited credentials access for this room.
If you are commencing a project or transaction requiring the sharing of files between your entity and third parties, we recommend opening a project room. Customized upload and download credentials for various third parties may assist you in maintaining control of the project or transaction.
There are multiple paths to going somewhere different: target and pursue, or wander and discover. Each method has its strengths and weaknesses.
Mailers Going Somewhere Different
For your convenience, we archive selected mailers for twelve months.
Going somewhere different is our reminder that our clients are never stagnant. Circumstances, goals and intentions are in a perpetual state of motion. Our challenge in keeping pace is to continually take a fresh look.