Nelson E. Rutherford, CPA, CFP, Managing Partner

Hired: 1970

Degree: BS in Business Administration from Southern Oregon University

Memberships: American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA), Financial Planning Association (FPA)

Nelson specializes in financial planning, wealth management, and individual taxation.

Ken W. Sakai, CPA, Partner

Hired: 1977

Degree: BS in Accounting from University of Oregon

Memberships: American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA)

Ken specializes in business formation and succession planning, and in medical and dental practice consulting.

E. Barry O'Connor, CPA, Partner

Hired: 1979

Degree: BS in Business Administration from Southern Oregon University

Memberships: American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA), Tax Practice Section Member of the AICPA

Barry specializes in business consulting and formation with an emphasis in construction companies and nurseries. He also works with succession planning and estate planning.

Thomas G. Bode, CPA, Partner

Hired: 1979

Degree: BA in Finance from Michigan State University

Memberships: American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA), member of OSCPA's Speakers Bureau

Tom specializes in income tax planning and preparation for closely-held businesses, individuals and trusts. Tom has experience in private foundations, charitable trusts and non-profit organizations.

David S. Kawasaki, CPA, Partner

Hired: 1986

Degree: BS in Accounting from University of Oregon

Memberships: Information & Technology Section of the American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA), Western Pension and Benefits Conference, Japan American Society of Oregon

David specializes in retirement plan consulting and administration. He also helps coordinate the setup of computerized accounting systems for our clients and is our in-house network administrator.

Karilinn S. Reynolds, CPA, Partner

Hired: 1988

Degree: BS Business Administration, Concentration in Accounting from Oregon State University

Memberships: American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA)

Kari specializes in estate and gift tax preparation and fiduciary taxation, estate planning, and individual tax planning.

Karen D. O'Connor, CPA, Manager

Hired: 1987

Degree: BS in Business Administration with an emphasis in accounting from Portland State University

Memberships: American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA)

Karen specializes in Quickbooks software consulting, foreign tax for individuals, charitable trusts, individual and business tax.

Matthew D. Pearson, CPA, Manager

Hired: 1992

Degree: BS in Business Administration from University of Portland

Memberships: American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA)

Matt specializes in individual and business taxation, and CPA ElderCare services.

Karen A. Amato, CPA, Manager

Hired: 1993

Degree: BS in Accounting from University of Oregon

Memberships: American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA)

Karen specializes in Quickbooks software consulting and training, individual and business taxation, and financial statement preparation.

Heather L. Jackson, CPA, Manager

Hired: 1998

Degree: BS in Accounting from University of Portland

Memberships: American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants( OSCPA)

Heather specializes in financial statement compilations and reviews, multi-state activities, individual and business taxation, and Quickbooks and Peachtree software consulting.

Alice Sloan, CPA, Supervisor

Hired: 2000

Degree: BS in Accounting and Finance from Portland State University

Memberships: American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants( OSCPA)

Alice specializes in financial statement preparation, Quickbooks software consulting, and individual, business and not-for-profit taxation.

Rachelle L. Peterson, Office Manager

Hired: 1991 after working for two years at an accounting firm in California

Degree: attended Mt. San Antonio Community College for two years

Rachelle is Alten Sakai's office manager and our in-house network administrator. She also handles our client retirement plan reporting.