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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