About Fordham Goodfellow, LLP
<p>Founded in 1956, Fordham Goodfellow, LLP has worked with businesses and individuals in the Portland metro area for decades from its office in Hillsboro, Oregon.</p> <p>The firm is a CPA practice that handles financial statement work, income tax planning, and retirement plan-related accounting support. It also advises owners on business continuation and succession planning as part of longer-term business planning.</p> <p>Fordham Goodfellow’s approach is built around a partner-level advisory relationship; Partner Blair Walker is part of the team that works directly with clients. What sets the firm apart is its long operating history in the local market paired with hands-on planning work beyond routine tax preparation.</p> <p>As part of the broader mix of <a href="/retirement-plans">retirement plan providers</a>, the firm can be a fit for organizations that want their accounting, tax, and plan-related needs coordinated through one CPA firm.</p> <ul> <li>CPA firm established in 1956</li> <li>Based in Hillsboro in the Portland metro area</li> <li>Income tax planning for businesses and individuals</li> <li>Financial statements and related accounting services</li> <li>Retirement plan and succession planning support</li> </ul>
Website: https://fordham.com/
Founded: 1956
Office Locations
- Hillsboro, OR
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 5
- Total AUM Audited: $219.7M
- 401(k): 5 plans, $219.7M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| TUALITY HEALTHCARE PERFORMANCE RETIREMENT PLAN - 403(B) | TUALITY HEALTHCARE, OR | $120M | 1,323 |
| TUALITY HEALTHCARE RETIREMENT PLAN | TUALITY HEALTHCARE, OR | $71M | 198 |
| TUALITY HEALTHCARE CASH BALANCE PENSION PLAN | TUALITY HEALTHCARE, OR | $13M | 461 |
| JUBITZ PROFIT SHARING/401(K) PLAN | JUBITZ CORPORATION, OR | $10M | 229 |
| JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLAN | JBC LIMITED, LLC, OR | $5M | 214 |
| LEADING EDGE AVIATION INC 401(K) PROFIT SHARING PLAN & TRUST | LEADING EDGE AVIATION INC, OR | $1M | 113 |