R.P. Smith is a modern CPA firm built to meet your needs in real-time.
Our mission is to deliver dynamic, cloud-based accounting and income tax solutions that provide our clients full transparency and peace of mind.
Our clients are provisioned with a private portal where they can access their financial reports, income tax returns and other related documents from anywhere they have access to the internet. All client data is secured with the highest level of protection available.
We’re proud to call Oregon home and partner with small and medium sized businesses throughout the Willamette Valley, however, our modern cloud-based infrastructure allows us to provide that same high level of service and support to companies from across the country.
We work with a variety of individuals, partnerships, corporations and trusts to help them solve their most pressing accounting and income tax service needs. Many of our clients have taken advantage of a menu of services offered under fixed price agreements. That arrangement provides our clients with certainty of their accounting and tax preparation costs and access to ongoing consulting and support as needed.
The core of reliable financial information begins with competent and timely recording of transactions to your books. The production of that information is crucial for the foundation of income tax planning and preparation as well as providing timely information for any bank financing needs of your business.
Let us relieve you of your routine bookkeeping and accounting functions.
Among the specific services we can provide are:
Accounts receivable overview and monitoring customer credit risk.
Accounts payable management, including paying your vendors approved invoices.
Cash management with monthly account reconciliation.
Recording your credit and debit card transactions to your books so that every detail is included in your records.
Accurate recording of borrowing arrangements including amortization of your term debt and reconciling line of credit transactions to your books.
Fixed asset management, including maintaining copies of equipment purchase invoices and preparing detail depreciation / fixed asset records.
Automating your payroll preparation so you never need to prepare payroll tax filings or payroll tax deposits.
Reconciling inventory to your books to ensure accurate cost of goods and gross profit margin reporting.
All the above, coupled with our inclusive tax planning and preparation service package, will provide you with the comfort of knowing your finances are under control. And of course, you will always have 24/7 access to all the important financial records of your operations no matter where you are.
Clients served include:
Agribusiness, including grass seed farming, vineyards, wineries, Christmas trees and orchards
Real estate owners and operators
Trucking and warehousing
Aggregate mining and processing
Individuals with complex investment portfolios
Richard Preston (Rick) Smith is a Certified Public Accountant, a native Oregonian and a graduate of Oregon State University. He began his career in public accounting in 1979 while still a student at OSU when, ahead of his peers, he managed to obtain a position with a local CPA firm. Since that time he has continually engaged in public accounting with a focus on income tax services, consulting and accounting for small to medium sized businesses in a variety of industries.
Rick served as a bank director for a community bank for eight years and prior to that was a director for a credit union for eight years. That experience provided insight as to lending practices and procedures by financial institutions and insight benefits his client base when they have bank financing needs. He is a member of the American Institute of Certified Public Accountants and the Oregon Society of CPAs.
Krista Nunn is a 2007 graduate of Western Oregon University where she earned her bachelors in accounting with a minor in economics. She is a Licensed Tax Consultant (LTC) and an Enrolled Agent (EA), as well as being QuickBooks Online Certified.
Prior to joining RP Smith CPA in 2013, she worked for a regional CPA firm where she was a member of the tax department with a focus on construction contractors and agribusiness clients.
She continues to expand her expertise in the preparation of individual, partnership, corporate and trust tax returns. Krista is completely versed in the administration and delivery of our service offerings via our modern digital systems.