ALTEN SAKAI & COMPANY - Key Persons
At Alten Sakai: Amy provides income tax services for individuals, businesses, non-profits and private foundations. She also consults on real estate and partnership transactions. She enjoys simplifying complexities for her clients, bolstering their financial confidence, and putting smiles on their (and her co-workers') faces.
Memberships: American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA),
At Alten Sakai: Dave provides individual and business income tax services for clients. He also consults on retirement plans, real estate activities, accounting and network administration. His favorite days are when he can provide "Ah ha!" moments for those who are facing difficult tax or accounting challenges.
At Alten Sakai: Barry provides individual and business accounting, income tax and financial statement services for closely held business owners in a variety of industries, including medicine, construction, and horticulture. He also consults on succession and estate tax planning, and trust taxation. He enjoys building long-term relationships, helping his clients make sound business decisions based on the latest tax laws and reporting best practices.
Memberships: American Institute of Certified Public Accountants (AICPA), AICPA Tax Practice Section Member, Oregon Society of Certified Public Accountants (OSCPA)
At Alten Sakai: With over 15 years of experience in public accounting, Eileen focuses her practice on individuals and closely held businesses. While specializing in accounting services, compiled financial statements, and tax compliance, she also enjoys taking a proactive approach to her clients' tax issues, providing planning and guidance that will benefit them now and in the future.
Memberships: American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA)
Job Titles:
- Staff Accountant / Payroll Specialist
At Alten Sakai: Jonathan provides accounting and tax services for individuals and businesses, with a particular interest in multi-state tax issues and business liquidations. He enjoys helping our clients by tackling the complex tax and accounting issues that require professional expertise. Jonathan thrives on the fast-paced environment of public accounting and the opportunity to work with clients in a wide variety of industries.
Memberships: American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA)
At Alten Sakai: Karen specializes in individual and business income tax services for clients, including income tax planning and complex tax reporting issues. She enjoys learning and making the most of each year's new tax laws and their related challenges and opportunities.
Memberships: American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA)
At Alten Sakai: Karen provides individual and business income tax services for clients, and consults on accounting and QuickBooks software related issues. She enjoys building lasting relationships with clients while helping them to resolve their most pressing challenges and achieve their long-term goals.
Memberships: American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA)
At Alten Sakai: Lisa provides tax compliance and planning services for individuals, closely-held businesses and trusts. She especially enjoys dealing with reporting issues for clients' complex tax transactions and assisting with various administrative functions that keep the firm's tax practice running smoothly.
Memberships: American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA)
At Alten Sakai: Matt provides individual and business accounting and income tax services, with a focus on doctors, dentists, engineers and other professional service providers, and wholesalers. He also consults on foreign individual and business financial concerns. He enjoys being his clients' "first response" CPA when they are wrestling with personal or professional issues that call for making good financial decisions.
At Alten Sakai: Matthew provides individual and business accounting and income tax services to our clients. He enjoys helping our clients navigate the everchanging tax and accounting issues and training opportunities available at Alten Sakai.
Memberships: American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA)
Job Titles:
- PFS, CFP, Partner Joined: 1970 Retired: 2017
Job Titles:
- Office Manager / Tax Preparer Joined
At Alten Sakai: As our office manager, Rachelle's touch is found in nearly all aspects of Alten Sakai's operations, including the firm's technology infrastructure, client retirement plan reporting system, and overall office environment. Rachelle also is training to be a tax preparer. She enjoys the ongoing opportunities to learn, grow and fulfill a variety of essential needs in our ever-active firm.
Job Titles:
- Seasonal Staff Member
- Tax Preparer
At Alten Sakai: Staci provides individual income tax services to our clients.
Memberships: American Institute of Certified Public Accountants (AICPA) and Oregon Society of Certified Public Accountants (OSCPA)
At Alten Sakai: Thi provides individual and business accounting and income tax services to our clients. She enjoys the family-friendly work environment and training opportunities available at Alten Sakai.
Memberships: American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA) and Beta Gamma Sigma
At Alten Sakai: Tylor works with individuals and provides business accounting and income tax services for closely held businesses and their owners, primarily in small service operations. As a QuickBooks ProAdvisor, he can also assist on a wide variety of QuickBooks issues. Tylor enjoys working in the firm's relaxed, collegial atmosphere where he has the opportunity to offer tax compliance and planning services to individuals, and help small and family-owned businesses thrive.
Memberships: American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA)
Job Titles:
- Seasonal Staff Member
- Tax Preparer