Jones & Roth CPAs & Business Advisors

Category: Tricia Duncan

Jones & Roth CPAs and Business Advisors named one of the Best CPA Firms for Leadership Equity by Accounting & Financial Women’s Alliance

Eugene, Oregon (November, 2024) – Jones & Roth CPAs and Business Advisors was named to the 2024 Accounting MOVE Project as a Best Firm for Leadership Equity again, based on the firm’s 43% of women participating in Partner roles. Jones & Roth boasts a longstanding and authentic commitment to women by offering individualized career paths, reducing charge hours, and ensuring that professional and personal goals align. The firm’s changes have brought momentum, and its talent base is currently comprised of more than 60% women.

At Jones & Roth, an environment supporting work/life balance is deeply embedded in its culture. This is evidenced by the firm’s focus on creating policies to address common accounting firm work/life issues, starting with easing the long hours worked during busy season. This is par for the course at Jones & Roth. Firm leaders have been weighing both employee and firm needs for longer than most, having instituted an optional flexible career path program more than 30 years ago.

“While it’s encouraging to see more women reaching top positions, our work is far from complete,” said Cindy Stanley, executive director of the Accounting & Financial Women’s Alliance. “We must continue to create pathways for mentorship, support, and equitable opportunities to ensure that this progress doesn’t stall or, worse, slide backwards. By staying committed to fostering inclusive cultures, we can make meaningful, lasting change that benefits the entire profession.”

Tricia Duncan, CPA, Partner & Director of Operations at Jones & Roth relayed, “Jones & Roth has focused on helping each team member find the career path that fits their professional and personal goals. This individualized approach provides flexibility and support to team members as they move through their career and this has helped Jones & Roth to increase the number of women in leadership positions and creates a culture of inclusiveness for all team members.”

[Podcast Episode] Listen to “Robin Matthews of Jones & Roth Joins blog post the MOVE Conversation ”

About Jones & Roth CPAs and Business Advisors

Jones & Roth CPAs and Business Advisors is one of the largest CPA firms headquartered in Oregon. The firm serves companies, nonprofits, and individuals from offices in Eugene, Hillsboro, and Bend Oregon.

Jones & Roth professionals are devoted to specialized practice and industry areas and provide high-value consulting and advisory services. Other services include accounting & payroll, audit & assurance, estate & trust, retirement plan services, retirement plan audit, tax, and financial advisory services.

Jones & Roth has been named as one of the Oregonian’s Top Workplaces, Oregon Business’ Best Companies to Work For, and named as an IPA Top 300 Firm.

October 22, 2024
[Webinar] “A Comprehensive Overview of the Oregon Personal Property Tax Return for Businesses”
Our recent webinar featured guest presenters from the Lane County Department of Assessment & Taxation.

This workshop is designed for Oregon small business owners, and will cover the tax form “Confidential Personal Property Return — Form OR-CPPR (ORS 308.290),” which assesses business furniture, fixtures, equipment, floating property, and leased or rented property. Our expert presenters review the form section by section, so you’ll walk away better prepared to fill out your form when it arrives to you in the mail.

Webinar attendees will:
- Gain confidence as you learn how to fill out the Personal Property Tax Return Form OR-CPPR (ORS 308.290)
- Understand the various sections of the form
- Have an opportunity to ask questions and learn from the experts
Who should view this recording?

Oregon businesses that own taxable personal property (i.e. furniture, fixtures, equipment, floating property, or leased/rented property — including any property not currently used, placed in storage, or held for sale) and have previously used or currently use it in the business to generate income. Personal property does not include property such as inventory, farm machinery/equipment, or any goods, furniture, clothing, tools, and equipment used exclusively for personal use in your home.

Presented by:

The Lane County Department of Assessment & Taxation

Kimberley Westwang
Personal Property Appraiser

Lacey Walton
Personal Property Specialist
November 17, 2023
Watch the replay: Live Q&A Session – 2023 Filing Update for Forms 1099
This live Q&A session is for small businesses preparing to report payments on Forms 1099 early next year, who have already watched our Forms 1099 Video Tutorial Series, and who want to get answers to questions from our Small Business Team. It’s important for small businesses to stay up-to-date with the revisions to Forms 1099 and the related rule changes, as well as:
- Payments that include both goods and services
- Rentals of personal property vs rentals of real property
- Payments to Health Care Professionals and Medical Service Providers
- Attorney and Settlement payments
- Non-qualified deferred compensation payments
- Classifying whether something is reportable or not, and which Form 1099 to use
- Identifying the reportable payee when paying sole proprietors, LLCs, payees merged or bought by another, S-Corps, agents, or middlemen
- Receiving backup withholding
- W-9 document validation and IRS TIN Match Program
- Handling payees with a missing tax identification number (TIN)
- Exempt organization payees
- Combined Federal/State Filing Program
- E-Filing
- and more!
About the Presenters

Jim Wyatt, Jones & Roth Business Advisor
Jim is a Consultant with over 30 years of business and consulting experience across several business sectors, including manufacturing, retail, and agriculture.

Jenny Odintz, Jones & Roth Business Advisor
Jenny joined the Jones & Roth team in 2019. She brings a specialized accounting and bookkeeping expertise to the firm’s small business services group
November 1, 2023