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Hired: 2007

Education:

  • George Fox University, B.A. Accounting and Finance, 2007
  • Golden Gate University, M.S. Taxation, 2013

Practice Emphasis:

  • Family Businesses
  • Passthrough Entities

Connect with Margaret

Margaret A. Wallis, CPA

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.

With a focus on family business groups, Margaret is able to provide services for the range of taxpayers involved – passthrough 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.

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

Involvement:

  • Oregon Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Portland SummerFest Opera in the Park – Treasurer
  • Toastmasters Noontime Nomads Club – Treasurer
  • Citizens Climate Lobby – Volunteer