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, real estate, technology, agricultural, professional, and high value add service sectors. We are also a good fit for buyers and sellers requiring M&A or succession transaction support, high net worth individuals with complex or international tax aspects, 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.

David A. Buettner

David A. Buettner

CPA, Partner
(971) 271-7217
dbuettner@dilocpa.com
David A. Buettner

David A. Buettner,

CPA, Partner

Dave graduated from Portland State University and started his first accounting job in 1987 and was certified in 1989.

When not at the office Dave enjoys fishing, hiking, food, and tinkering with tech toys.

David A. Buettner
David A. DiLorenzo

David A. DiLorenzo

CPA, Partner
(503) 726-2020
ddilorenzo@dilocpa.com
David A. DiLorenzo

David A. DiLorenzo,

CPA, Partner

Dave is a graduate of Willamette University, completed his first tax season in 1980, and was certified in 1982.

Now an empty-nester, off the job Dave likes to travel, hike, bike, snow-shoe, and paddle.

David A. DiLorenzo
Shannon K. DiLorenzo

Shannon K. DiLorenzo

CPA
(503) 646-6696
sdilorenzo@dilocpa.com
Shannon K. DiLorenzo

Shannon K. DiLorenzo,

CPA

Shannon is a graduate of University of Oregon, completed her first tax season in 1982, and was certified in 1984.

Away from the office, Shannon fills her time with volunteer work, lots of competitive tennis, running, cycling, cross training, hiking, skiing, and any outdoor activities she can find.

Shannon K. DiLorenzo
Michael Moomaw

Michael Moomaw

CPA, Senior Manager
(971) 271-7211
mikemoomaw@dilocpa.com
Michael Moomaw

Michael Moomaw,

CPA, Senior Manager

Michael Moomaw
David S. Weston

David S. Weston

CPA, Manager
(971) 271-7201
dweston@dilocpa.com
David S. Weston

David S. Weston,

CPA, Manager

David Graduated from the University of Idaho in 2013. Completed his first tax season in 2014, and was certified in 2016.

When not at work David is a white water guide, enjoys traveling, playing in basketball leagues, and is
always up to try something new.

David S. Weston
Kavitha Veerappan

Kavitha Veerappan

CPA
(971) 271-7214
kveerappan@dilocpa.com
Kavitha Veerappan

Kavitha Veerappan,

CPA

Kavitha graduated from University of Madras, India, started her first accounting job in 2007 and was certified in 2011.

When not at the office Kavitha enjoys music, dancing and traveling with her family.

Kavitha Veerappan
Seri Lee-Castor

Seri Lee-Castor

Senior Tax Accountant
(971) 271-7218
Slee-castor@dilocpa.com
Seri Lee-Castor

Seri Lee-Castor,

Senior Tax Accountant

Seri is from South Korea and moved to the Portland area in 2013. Seri is a CPA candidate and graduate of Korea University where she dual majored in Business Administration and Chinese Studies. After graduating, she attended the University of California, Los Angeles for a post-baccalaureate Accounting certificate.

In her spare time, Seri enjoys spending time with family, trying new recipes, traveling and visiting new restaurants

Seri Lee-Castor
Greg Wolfer

Greg Wolfer

Tax Accountant
(503) 646-6696
gwolfer@dilocpa.com
Greg Wolfer

Greg Wolfer,

Tax Accountant

Greg grew up in Eugene, Oregon and moved to the Portland area in 2016. He graduated from Portland State University with a baccalaureate of science in accounting. Presently, he is working towards obtaining his CPA license.

In his spare time, Greg enjoys DIY projects, golfing, running, soccer, and fantasy football.

Greg Wolfer
Peter T. Reynolds

Peter T. Reynolds

Tax Accountant
(503) 646-6696
preynolds@dilocpa.com
Peter T. Reynolds

Peter T. Reynolds,

Tax Accountant

Peter was born and raised in Portland, Oregon. He graduated from Portland State University with a Masters in Taxation, he is currently working on obtaining his CPA license. In his spare time Peter enjoys music, reading, and exploring the Pacific Northwest.

Peter T. Reynolds
Teresa Parker

Teresa Parker

Office Manager
(503) 646-6696
tparker@dilocpa.com
Teresa Parker

Teresa Parker,

Office Manager

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.

Teresa Parker

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
  • Private offices
  • 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

To express interest, please contact careers@dilocpa.com.

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 Services Going Somewhere Different

Experience has taught us that you and your business enterprise are unique from all others. Please download our slogan’s explanation of our mission.

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, real estate, technology, agricultural, professional, and high value add service sectors. We are also a good fit for buyers and sellers requiring M&A or succession transaction support, high net worth individuals with complex or international tax aspects, and taxpayers requiring resolution of a government tax dispute.

Tax & Accounting

Hands-and-calculator 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.

Tax Planning

Financial-advisor-helping-older-couple 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.

Fresh Look

Numbers-analysis 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.

Business M&A

Group-of-middle-aged-people-toasting-to-success

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.

Financing

Bank-sign

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.

Real Estate

Pen-and-numbers

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.

Tax Returns

Estate-tax-return-and-pen

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.

Tax Planning

Middle-aged-couple-making-deal

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.

Wealth Administration

Line-chart-and-pocket-watch

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

Tax-law-and-gavel

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.

Voluntary Disclosures

Tax-info-sheet-and-glasses

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.

Download Our Services Chart

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. 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.

Secure Portal Authorization Form

Work-Papers

 

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.

Deliverables

 

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.

Projects

 

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.

Resources Going Somewhere Different

Tax Tables

Regulatory Notices

News

We live in a world of multiple realities where sometimes the process is as or more important than the outcome.

Contact Us Going Somewhere Different

Commercial

  • Tax & Accounting
  • Tax Planning
  • Fresh Look

Transactions

  • Business M & A
  • Financing
  • Real Estate

High Net Worth

  • Tax Returns
  • Tax Planning
  • Wealth Administration

Tax Disputes

  • Fed/State Tax Matters
  • Voluntary Disclosures

Our Contact Info

Main (503) 646-6696

Fax (503) 626-2032

Lincoln Center One
10300 SW Greenburg Road
Suite 360
Portland, OR 97223

View Map Location

dilo-map

Directions

From 217 exit at Greenburg Rd. (Exit 5).  Travel east on Greenburg (WA Square side), turn right at first stoplight, and right into nearest parking lot.

We are located in Building One, closest to the freeway. Covered parking is available.

Copyright © 2020, DiLorenzo

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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.