Office Closure: Beginning July 2, the Delap office will close for an interior remodel. The remodel project has been in the works for months and will include an updated reception area as well as new and improved conference rooms. The project is scheduled to last a few months, with the office anticipated to reopen sometime around the holidays. We will continue to assist our clients with their accounting and advisory needs during the  remodel, and we appreciate your patience and understanding during this renovation process.

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Meet Our Senior Managers

Margaret Wallis
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Delap Headquarters

5885 Meadows Road, No. 200
Lake Oswego, OR 97035

Margaret A. Wallis

Senior Manager | CPA

Education: Golden Gate University, M.S. Taxation | George Fox University, B.A. Accounting and Finance

With a focus on family business groups, Margaret is able to provide services for the range of taxpayers involved — pass-through entities operating businesses, trusts established for estate planning, and the owners’ personal tax returns. Having familiarity with issues that can arise for any of the involved players allows for a clear view of the big picture to help clients accomplish their goals.

Margaret has over a decade of public accounting experience, growing her skills at Delap since graduating from George Fox University. In that time, she has also deepened her knowledge base with a master’s degree in taxation from Golden Gate University.

Outside of work, Margaret and her husband, Lincoln, delight in spending time with their son, Nolan. She also enjoys running — including two marathons, triathlons, and other races — and expresses her creative side with involvement in musical organizations.

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Practice Emphasis

  • Family Businesses
  • Passthrough Entities

Community Involvement

  • Oregon Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Portland SummerFest Opera in the Park, Treasurer