Matt Fargo, MTax, CPA

Managing Partner

Matt Fargo is a Certified Public Accountant with a solid background in accounting and finance. He holds a Bachelors in Accounting and Masters in Taxation. Matt’s professional journey spans various business sectors, including insurance, financial planning, and hospitality, providing him with a unique skill set. Matt takes time to understand his clients and what is important to them. He finds solutions to their challenges, supports their goals, and delivers personalized service.

As a proud native of the Pacific Northwest, Matt enjoys the outdoors, particularly the Oregon coast. When he is not working in the office, you might find him pulling crab pots, digging razor clams, or casting a line in the water at one of his many favorite fishing holes. 

Memberships:

- Oregon Society of CPAs

Managing Partner

Carolyn Fargo, EA, is admitted to practice before the Internal Revenue Service. She graduated from Portland State University’s School of Business with a double major in Management & Leadership and Human Resources Management. She is fiercely organized, passionate about all things financial, and enjoys business strategy. Drawing from her professional background in operations and compliance, she appreciates the role that accurate accounting plays in enabling business owners to operate profitably and manage risk. 

When Carolyn is away from her workstation, she spends time in the sunshine, swimming, cycling, and grilling with her family and dog, Maynard.

Credentials:

- Enrolled Agent

- Certified QuickBooks ProAdvisor

- Certified Xero Advisor