CPA Forward

Forward-Looking Financial Planning

At Opsahl Dawson, we are committed to being more than your accountant and tax advisor.

As part of our new CPA Forward program, we are demonstrating that commitment by taking a forward-looking approach to help you make a proactive financial plan. We’ll work closely with your investment advisor, attorney, and other trusted professionals to make sure you are receiving clear and consistent guidance.

Based on your life goals and financial needs, we can identify one or more areas to serve you while also implementing comprehensive tax planning.

Some questions you might have that we’ll address together…

RETIREMENT PLANNING

  • Which accounts should I draw from for my retirement distribution need?
  • When should I start receiving Social Security?
  • Should I be converting my traditional IRA to a Roth IRA?
  • I have employer stock in my 401k. Should I consider the NUA strategy

ESTATE, GIFT, & WEALTH TRANSFER PLANNING

  • How do I best transfer my assets to the next generation and minimize my overall tax liability? 
  • Do I need to make any changes to my beneficiary designations? 
  • Do I need to be concerned about estate taxes? How do I minimize this tax?  
  • How do I best provide for my family members with special needs?

ELDER PLANNING

  • How does my income impact my Medicare premiums? 
  • How do I best plan for long-term care needs? 
  • What is the tax impact of the variety of care options available?

CHARITABLE PLANNING

  • How much should I donate each year? And which assets are best to donate? 
  • What are the benefits of donor advised funds? 
  • Do I need to set up a charitable trust? 

EDUCATION PLANNING

  • What is the most tax-efficient way for me to save for college? 
  • How can I still take advantage of available financial aid? 

EMPLOYEE AND BUSINESS-OWNER PLANNING

  • When should I exercise my RSUs, ISOs, or other deferred compensation?  
  • What is the best retirement plan for my business and employees? 

TAX PLANNING

  • How can I ensure I’m minimizing my overall tax liability over multiple years? 
  • When is the best time to sell my property? 
  • What is the tax impact of me investing in real estate vs. traditional stock?  

Preparing for Your Future

The best financial and tax plan isn’t just focused on today’s cash flow — it’s about setting you up for success in the future. At Opsahl Dawson, our forward-thinking CPAs specialize in developing plans and strategies focused on helping you build wealth. Working closely together, we’ll create a strategy that’s uniquely tailored to you and your financial goals.

  • Trusted Since 1979
  • Award-Winning Team
  • Cutting-Edge Technology
  • Focused On Success
“We have completely reinvented the CPA. We put the latest technology and streamlined processes to work for you.”

– Aaron Dawson, President

Meet the Team

Aaron Dawson, CPA
Aaron Dawson, CPAManaging Shareholder, Director of Tax
Sheri Karpa, EA
Sheri Karpa, EASenior Manager
Gary Albert, CPA
Gary Albert, CPAManager
Frank Dituri, CPA
Frank Dituri, CPAManager
James Ezell, CPA
James Ezell, CPAManager
Megan Hays, CPA
Megan Hays, CPAManager
Jessica Hemard, CPA
Jessica Hemard, CPAManager
Eric Malamud, CPA
Eric Malamud, CPAManager
Tommy Moore, CPA
Tommy Moore, CPAManager
Shalimar Sarriera, CPA
Shalimar Sarriera, CPAManager

Schedule a Consultation Today

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Join Our Team of Professionals

We’re always looking for experienced individuals to join our CPA Forward team of professionals. We offer competitive benefits and full remote working capabilities. Contact us today to learn more.

CONTACT US
“Managing my business while raising a family can be stressful enough. Then there is tax season! Opsahl Dawson erases that stress with a streamlined process embodied by a particular attention to detail. Yet, it is trust and friendship gained that will lead us back to their office for years to come.”

Dominik Staros – Owner, Image Web Consulting

Our Locations

7701 NE Greenwood Dr Ste 200
Vancouver, WA 98662

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Phone: (360) 737-8007
Hours: Monday – Friday, 8:30AM – 5:00PM

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959 11th Avenue Ste A
Longview, WA 98632

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Phone: (360) 425-2000
Hours: Monday – Friday, 8:30AM – 5:00PM

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