About Our Firm

Schmidt & Associates, LLP is committed to your success. It’s our business to know your business well enough so that together, we can conquer the intricacies of doing business in today’s fast-paced world.

Background
For years, our firm has been providing quality, personalized financial guidance to local individuals and businesses.  Our expertise ranges from basic tax management and accounting to more in-depth services such as financial statements and financial planning.

Our Mission
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieving future goals.  This requires open communication to reach an understanding of our clients’ needs, thorough research, and sound analysis.  Schmidt & Associates is dedicated to meeting these goals with high standards of excellence and professionalism.

Partners & Associates

Steve Schmidt

Steve Schmidt

CPA

A CPA since 2002, Steve started as an employee of Johnson & McMorine in 2000. He joined as a partner in 2005 to create the current partnership. Steve has over 25 years of experience managing his own business and working in the high technology sector.

Areas of Expertise: Tax Planning, Financial Reports, Business Management and Expansion, QuickBooks ProAdvisor.

Memberships/Affiliations:
Licensed CPA in Oregon
Member – Oregon Society of CPAs
Member – American Institute of CPAs
Rotary Club of Beaverton, Oregon
Barbershop Harmony Society

Bill Johnson

Bill Johnson

CPA

A CPA since 1965, Bill has been in public accounting for 47 years, believing in "quality service at a fair price." This philosophy has resulted in many long-term client relationships.

Areas of Expertise: Individual and Business Tax Planning, Construction, Manufacturing, Agriculture, Closely-held Business Entities, Estates and Trusts.

Memberships/Affiliations:
Licensed CPA in Oregon
Life member - Oregon Society of CPAs
Life member - American Institute of CPAs
Volunteer - St. Cecilia School, Jesuit High School, Society of St. Vincent de Paul

David Wilcox

David Wilcox

MBA, CTP

David is a skilled accountant and treasury professional. He has passed both the CPA (Certified Public Accountant) and CTP (Certified Treasury Professional) exams. He is a member of the Association for Finance Professionals and maintains an active CTP license, however, he does not currently maintain an active CPA license. He can literally do anything in the accounting and finance realm and has a decent amount of related IT experience as related to accounting and CRM systems.

David alsos writes and helps others to develop their business ideas through encouraging them and helping them form strategies and identifying potential partners and customers. In this sense, he dabbles in business development.
He understands enough about law to be dangerous and has a fair amount of second-hand experience in real estate development.

By virtue of his decision to take the red pill and go to Barcelona, where he obtained his MBA, David is completely fluent in Spanish and has a decent amount of experience with international and multinational living and the unique documentation challenges which this lifestyle entails.