Overview
Passionate about serving closely held businesses, Robert Wolfer believes the CPA is a vital member of every client’s team, contributing to their success by adding value beyond annual tax filings. Robert focuses on building strong relationships and delivering practical solutions that help clients achieve their goals.
Experience
With more than a decade of experience in public accounting, Robert advises clients on mergers and acquisitions, succession planning, tax controversy, annual tax planning, and international tax strategies. His knowledge spans closely held businesses and mid-market companies across diverse industries. Robert began his career at two local firms in Eugene and Portland, where he worked with small and mid-sized businesses. His approach combines technical proficiency with a deep understanding of client needs, ensuring proactive and strategic guidance throughout the year.
Education & Affiliations
Robert earned a Bachelor of Science in Accountancy and a Bachelor of Arts in International Studies from Oregon State University, where he graduated with honors. He is a member of the AICPA and the Oregon Society of Certified Public Accountants. Robert is actively involved in his community and has served on multiple nonprofit boards.