Save Money on Your Taxes + Make Better Business Decisions

“We have found the personal and tailored approach of Sundberg Nicks to be exactly what our business needed”

-Eric Larson | NW Private Lending.

"It has been a huge relief to have an expert guide on our side and shape the financial aspect of our strategy as we continue to grow."

-Justin Best | NW Technologies Group, Inc.

Services

Business Advisory

We work hard to bridge the gap and help you achieve business goals you never thought possible.

Revenue and pricing analysis
Profitability and cash flow analysis
Customer and product or service mix analysis

Business exit and succession planning
Executive Coaching
Outsourced CFO

Business plan guidance and implementation
Key performance indicators and monitoring

Financial Management

We can help you implement, monitor and tweak business strategies to make sure your goals are being met.

Business Valuations
Preparation of Financial Statements
Agree-upon procedures

Forensic Accounting and Fraud Detection
Bookkeeping and Payroll

Annual Budgets and Forecasts
Review and Compilation of Financial statements

Tax Advisory

Over the course of your lifetime, income taxes will likely be one of your largest expenses. Why not try to minimize this expense as much as possible and increase your net worth?

Tax planning, reduction strategies and implementation
Prior year tax return review
Tax return preparation for individuals, businesses and not-for-profit organizations

Analysis of alternative business decisions
Merger, acquisition, reorganization and liquidation analysis

Section 1031 exchange planning
Multi-state and foreign tax planning

Our Team

Kevin Sundberg CPA MT- PartnerLearn More

Kevin has been preparing tax returns since he was 14 years old (his father is a CPA). He graduated from Oregon State University in 1995 with a BA in Accounting and then attended the University of Denver on a merit scholarship where he graduated with his Masters in Income Tax.

Kevin’s first position was with Moss Adams LLP in 1996 where he rose to the position of Tax Manager prior to leaving in 2000.

Kevin started his own firm in 2004 specializing in income tax preparation and accounting. His in-depth company experience brings a valuable understanding of the issues faced by the firm’s business clients along with innovative business solutions to meet those challenges.

In addition, Kevin helped his wife build her highly successful dental practice from the ground up. He has used this experience to help other dental practitioners and healthcare providers achieve similar success in their businesses.

In his spare time, Kevin enjoys cycling, rock climbing, running and wake boarding.

William Lawrence CPA- Tax ManagerLearn More

William is a Portland native and has been an accountant for almost twenty years. William graduated from Abilene Christian University in 1997 with a BA in Accounting and started his career in the Dallas Texas office of Grant Thornton, LLP. He has also worked for the international accounting firm KPMG, IBM, Inc and several other regional and local CPA firms in the Portland area.

In 2013, William partnered with another CPA to start a firm specializing in income tax preparation for businesses and individuals. He also has significant experience in Assurance Services, including Audits, Reviews and Compilations of financial statements, as well as forensic data analysis.

In his spare time, William enjoys spending time with his three children, cycling and motorsports.

Daniel Barger MAcc- Senior AccountantLearn More

Daniel has over six years of GAAP experience in public and private accounting. He received his Bachelors of Business Administration and Accounting from the McCoy College of Business at Texas State University. Daniel will also receive his Masters in Accounting with an emphasis on Tax from Kaplan University in May 2017. He is also currently pursuing his CPA license.

Daniel has extensive experience in the healthcare industry. As Staff Accountant for Generations LLC, Daniel had accounting responsibility for six separate retirement communities in different states. Included in this responsibility was the rollout of new financial and payroll software packages, including the training of directors and staff in a number of retirement communities. In addition, Daniel has worked as the accounting manager for a large medical practice.

Daniel’s in depth organization experience includes accounting, tax management in real estate, manufacturing, construction, non-profit, and software. Daniel also has experience in forensic accounting.

Originally from El Paso, Texas, Daniel started umpiring at the age of ten, working his way up to being the youngest softball umpire in the NCAA. Also, an entrepreneur from a young age, he has started several of his own businesses throughout his life. Daniel moved to the Pacific Northwest in 2012, and married his native Oregonian wife, Hannah, in 2014.

Daniel has lived in Haiti, Dominican Republic, Russia, and India and speaks fluent Spanish.

Chris Fluharty Staff AccountantLearn More

For the last 4 years Chris has been working in both public and private accounting. A graduate of Fairmont State University, Chris received Bachelor degrees in Accounting and Finance. Prior to working at Sundberg Nicks CPAs, Chris was an accountant for KeyLogic Systems, a government contracting firm in North Central West Virginia

Chris’s hobbies include weight lifting, sports, and the outdoors.

Michael Nicks CPA MAcc- PartnerLearn More

2020 will be Michael’s 15th tax season and 11th tax season as a Certified Public Accountant. Michael graduated Cum Laude from Colorado State University in 2005 with a double major in Accounting and Finance. He later received his Masters in Accounting from the University of Oregon in 2008.

Michael’s professional work experience started at the largest local accounting firm in Northern Colorado- Sample and Bailey CPA’s PC where in two years he obtained the position of tax supervisor. During his 2nd year of graduate school, Michael worked at Isler CPA, a well-respected local midsized CPA firm in Eugene, OR. In August of 2009, Michael joined Kevin’s firm in Portland, OR as a Tax Manager. In January of 2015 Kevin and Michael formed the partnership Sundberg Nicks CPAs, LLC.

Michael specializes in Reviews and Compilations of financial statements, as well as financial statement analysis. Since 2007, Michael has worked with numerous businesses in various industries providing them with innovative real world performance solutions to their accounting and tax problems.

Michael enjoys spending time with his wife Koi and kids: Kai, Noah and Sloane. In true Portland style, Michael has also become somewhat of a coffee enthusiast and never misses an early morning cup.

Ryan Willett CPA, MAcc- Tax ManagerLearn More

Ryan was raised in the Portland area for most of his life and attended the University of Oregon receiving both his Bachelor's and Master's degrees in Accounting. He then began his public accounting career with a local mid-sized firm.

Ryan enjoys spending time with his wife and two children, and is an avid golfer who plays year-round.

Jace Parker CPA Senior AccountantLearn More

After receiving his Bachelor’s in Accounting and Business Management from Western Washington University, Jace has spent the last two years in public accounting. He completed the first year of his personal career as a Staff Accountant for MW Orlando CPA in San Diego, California and then joined Sundberg Nicks in January of 2018 after moving to Portland. Jace specializes in the preparation of both personal and business tax returns, payroll and bookkeeping.

In his free time, Jace enjoys rock climbing, attending concerts and eating food.

Leah Daugherty Office ManagerLearn More

After finishing her degree in Psychology, Leah has spent most of her career in hospitality and office management. At Sundberg Nicks, Leah uses her administrative and customer service skills to support the accountants in various capacities.

Leah has lived in the PNW for over 20 years and loves discovering the treasures of the area. She most often enjoys cycling, watersports and playing with her puppy, Spring.

Testimonials

Sundberg Nicks customized a plan that fit my business needs. Their attention to detail and financial knowledge provides me peace of mind so that I can focus on my practice and let them take care of the accounting and tax side of my business. They are always available to answer questions or concerns that I have. In addition, they provide me with forecasts of my future tax liability so I can prepare and save throughout the year as well as offer recommendations to help save me money. Sundberg Nicks gets a 10 out of 10 in my book!

- Dr. Ben Whitted - Owner | Fountain Valley Dental

My wife and I returned to Oregon after many years living abroad facing life-threatening illnesses and our taxes were a mess. Fortunately, we found Michael Nicks, a skilled professional who helped us solve all of our complex tax issues. He even got us significant refunds. Now, Michael handles all our taxes, including my wife’s income from two international businesses she has started. It is a great comfort knowing we are now in compliance with all tax requirements. I am pleased to recommend Sundberg Nicks CPAs to anybody looking for the best tax assistance.

- Denny Barnes

Sundberg Nicks truly understands the concept of time and finances, and they don’t allow you to waste either of these resources by always being prompt and thorough. Despite actually being in different time zones, it feels as if their team is right by my side, 24/7, always addressing my inquiries at light speed. I simply cannot emphasize enough on how incredible and prompt their support extends. Sundberg Nicks is possibly the only partner that I have ever worked with that when I receive an invoice for their services, I get truly excited to submit the payment! Not only will you not find a better and smarter group of CPAs for your accounting needs, but also have the fortune of working with really genuine people at Sundberg Nicks who make you feel like you are their only client regardless of the scope of your finances.

- Gorken Mimioglu - President | Edelkrone USA Inc.

We have found the personal and tailored approach of Sundberg Nicks to be exactly what our business needed. Michael and the team took a great deal of time in their evaluation of our business and I am confident that they understand our needs and are managing our tax liability aggressively and ethically. We regularly have questions that come up throughout the year and I always get a very prompt, accurate response from them. I would recommend any small business to consider Sundberg Nicks and their great team.

Eric Larson - President | Northwest Private Lending, Inc.

Kevin and Michael have outstanding knowledge of tax law as well as Generally Accepted Accounting Principles. This knowledge and industry experience allows them to quickly analyze a scenario or idea, and provide sound guidance to virtually any business or personal situation. If you are looking for affordable, knowledgeable and timely advice in the areas of tax planning and preparation, forecasting, banking relationships, operational issues, etc., Sundberg Nicks is one of the best small firms you will find to work with. We have been with the firm for over 8 years and are extremely satisfied!

- Mike Hamilton- CFO | NW UAV Propulsion Systems, Inc.

Prior to Showers Pass, I was CEO of a public company. The amazing reality is I get more consultative support and directional advice on our vision and execution of our financial plan from Sundberg Nicks than I ever did from one of the top accounting/consulting firms in the US. They flawlessly handled the challenges of a shareholder buyout, and know and understand the tax code better than anyone I have ever met. We have been working with Kevin and Michael for 9 years and are extremely happy with their work. They are like an extension of our team!

- Kyle Ranson- President | Showers Pass Clothing, Inc.

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Contact

Address

5 Centerpointe Dr. Ste 125
Lake Oswego, OR 97035

Phone Number

503-329-1824