Delap LLP Lake Oswego Inside One of Oregon’s Top CPA and Advisory Firms

Choosing the right accounting partner can make or break a business’s financial health, and for many companies and families across the Portland metro area, that partner is Delap LLP Lake Oswego. Known for its full-service approach to tax, audit, and advisory work, Delap has built a reputation that goes well beyond basic bookkeeping. This article takes a closer look at the firm’s history, services, leadership, and what makes it a standout choice for individuals and businesses in the region.

Company Overview

Delap LLP Lake Oswego is a locally rooted, full-service CPA and financial services firm headquartered in the heart of the Portland metro area. Rather than sticking to basic compliance work, the firm positions itself as a strategic partner for privately held companies, mid-sized businesses, and high-net-worth families who need more than a once-a-year tax filing.

At a glance:

• Founded in 1933
• Headquartered in Lake Oswego, Oregon
• Full-service offering spanning tax, audit, advisory, and technology services
• Long-standing recognition as one of Oregon’s top locally owned accounting firms

That near-century of operation gives the firm a level of institutional knowledge that newer competitors simply can’t match, and it shows in how the business has evolved over the decades.

History and Background

Few accounting firms in Oregon can trace their roots back as far as Delap can. Founded in 1933, the firm has grown from a small local practice into one of the largest independently owned accounting firms in the state. That growth wasn’t just about adding headcount — it reflected a steady expansion into new service lines, including cybersecurity, digital forensics, and managed IT services, that many traditional CPA firms don’t offer in-house.

Along the way, the firm has picked up recognition that reinforces its standing in the industry, including being named a Top 200 Accounting Firm nationally, earning multi-year Top Workplace honors, and being recognized as one of Oregon’s Most Admired Companies. It’s worth noting that the accounting industry has seen a wave of consolidation recently, so anyone researching the firm should check its current website for the latest structural updates, since firm affiliations in this space can shift.

Location and Contact Information

For anyone looking to reach the team directly, here are the essentials:

• Address: 5885 Meadows Rd, Suite 200, Lake Oswego, OR 97035
• Phone: (503) 697-4118
• Business Hours: Monday through Friday, 8:00 a.m. to 5:00 p.m. (closed weekends)

The Lake Oswego office serves as the firm’s headquarters, giving clients throughout the greater Portland area convenient access to its full range of services.

Services Offered

What sets this firm apart from smaller, tax-only practices is the sheer breadth of what it offers under one roof. Rather than referring clients out to third parties for specialized needs, the firm handles most financial matters internally. Core service areas include:

Tax Planning and Preparation

From individual returns to complex multi-entity tax strategies, the tax team works to minimize liability while staying compliant with shifting federal and state regulations.

Assurance and Audit Services

Businesses that need financial statement audits, reviews, or compilations rely on the firm’s assurance practice, which is especially valuable for companies with public company reporting obligations or lender requirements.

Business Advisory

Beyond compliance, the advisory team works with business owners on everything from succession planning to operational strategy, helping companies make smarter decisions about growth and risk.

Wealth Advisory and Trust & Estate Planning

High-net-worth individuals and families can access wealth management and estate planning services designed to protect and grow assets across generations.

Managed IT Services and Cybersecurity

This is where the firm distinguishes itself from most CPA competitors. In-house cybersecurity and digital forensics capabilities mean clients get IT risk management support alongside their financial services.

State and Local Tax and Employee Benefit Plans

Specialized teams handle multi-state tax compliance and employee benefit plan audits, both of which can be minefields for businesses without dedicated expertise.

Industries Served

Rather than trying to be everything to everyone, the firm has built deep expertise in a specific set of industries, including:

• Construction
• Real estate
• Auto dealerships
• Senior living
• Financial institutions
• Technology and software
• Manufacturing
• Professional services

This industry-specific knowledge means clients aren’t just getting a generalist accountant — they’re getting someone who already understands the regulatory quirks, cash flow patterns, and common pitfalls of their particular sector.

Leadership Team

Strong leadership has been a consistent thread throughout the firm’s history. Key figures associated with the firm include:

• David Delap, CPA — Principal and founding namesake of the firm
• Earl Pierce, CPA — Chief Executive Officer
• Ryan Boatsman, CPA — Chief Operating Officer

This leadership team has overseen the firm’s expansion into new service lines and its continued recognition as a top workplace, while maintaining the client-focused culture that built its reputation.

Company Size and Reputation

With dozens of professionals and multiple partners on staff, the firm operates at a scale that allows it to handle complex engagements while still delivering the personalised attention smaller clients expect. Third-party reviews back up that reputation:

• A+ rating with the Better Business Bureau
• Strong client satisfaction scores reflected across independent accounting-industry review platforms
• Multiple years of recognition as a top employer in the Portland business community

For a firm of its size, maintaining consistently high client satisfaction ratings is no small feat, and it speaks to a genuine focus on service quality rather than just volume.

Why Choose Delap LLP

So what actually makes this firm worth considering over a national chain or a smaller boutique practice? A few things stand out:

• Proactive communication rather than reactive, once-a-year contact
• Long-term relationship building instead of transactional service
• A genuinely full-service model that covers tax, audit, advisory, wealth planning, and IT security without outsourcing
• Deep industry specialization across sectors that often get overlooked by generalist firms
• Nearly a century of institutional experience paired with modern service offerings like cybersecurity

The firm’s own messaging emphasizes that it aims to be “more than an accounting firm” — positioning itself as a true business partner rather than just a compliance vendor.

Frequently Asked Questions

What services does the firm offer?
The firm provides tax planning and preparation, audit and assurance services, business advisory, wealth and estate planning, managed IT services, cybersecurity, state and local tax work, and employee benefit plan audits.

Where is the firm located?
The headquarters sits at 5885 Meadows Rd, Suite 200, Lake Oswego, OR 97035, serving clients throughout the greater Portland metro area.

What industries does the firm specialize in?
Construction, real estate, auto dealerships, senior living, financial institutions, technology, manufacturing, and professional services are among its core focus areas.

How can someone contact the firm?
Clients can call (503) 697-4118 during business hours, Monday through Friday from 8:00 a.m. to 5:00 p.m., or visit the firm’s website for additional contact options.

Conclusion

For businesses and families in the Portland metro area looking for an accounting partner that offers more than basic tax filing, Delap LLP Lake Oswego presents a compelling option. Nearly a century of experience, a genuinely full-service offering that includes cybersecurity and wealth planning, and a client-first reputation backed by strong third-party reviews all combine to make it one of the more established names in Oregon accounting. As with any professional services firm, prospective clients should confirm current service offerings and firm structure directly before engaging, but the foundation here is clearly solid.

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