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Senior Manager | CPA
Education: Linfield College, B.A., Accounting, 2014
Louie enjoys bringing financial clarity to his clients and helping them realize their business potential.
As a tax senior manager, Louie provides tax planning, compliance, and advisory services to start-up and emerging growth companies primarily in the technology, biotech, and professional services industries. He is experienced in advising clients from company inception to exit. Whether he is advising clients about tax-efficient entity selection and structures, helping companies scale, harnessing cash planning to identify cash improvement opportunities, or building exit planning models, including merger and acquisition models, Louie delivers valuable insights to his clients.
Louie also works closely with business owners to optimize federal and state tax credits and incentives for their industry. He has vast experience with R&D tax credits in the technology space, as well as Oregon film and education tax credits; he has facilitated and secured over $25 million in local tax credits for his clients. He enjoys staying updated on changing tax laws and adapts quickly, analyzing tax implications and identifying creative tax savings opportunities for his clients.
Born and raised in Portland, Louie joined the Delap team after graduating from Linfield College, where he played on the football team. Outside of work, Louie enjoys watching the Linfield Wildcats, volunteering, hiking, and exploring Portland with his wife and son.