About Howell Straczek LLC
<p>Founded in 2020, Howell Straczek LLC is a CPA firm based in Lake Oswego in the Portland metro area. The firm works with businesses and individuals on tax and accounting needs, with audit services that include retirement plans and nonprofit organizations.</p> <p>Audit work is led by Accounting and Auditing Managing Partner Jonathan G. Howell, CPA. In addition to audits, the firm handles financial statement reporting and supports clients with tax preparation and tax planning.</p> <p>Howell Straczek also offers estate planning services alongside its accounting practice. Clients typically use the firm as a single point of contact for year-round tax work and periodic assurance engagements.</p> <p>What sets Howell Straczek apart is the mix of retirement plan audit work with day-to-day tax and financial reporting services under one CPA firm.</p> <ul> <li>Retirement plan audits (see <a href="/auditors/401k">401(k) auditors</a>)</li> <li>Nonprofit audits</li> <li>Financial statement reporting</li> <li>Tax preparation and tax planning</li> <li>Estate planning</li> </ul>
Website: https://howellstraczek.com/
Founded: 2020
Office Locations
- Lake Oswego, OR
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 6
- Total AUM Audited: $208.3M
- 401(k): 6 plans, $208.3M 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 |
|---|---|---|---|
| XENIUM 401(K) RETIREMENT SAVINGS PLAN | XENIUM RESOURCES, INC., OR | $131M | 3,063 |
| GREENBERRY INDUSTRIAL LLC PROFIT SHARING 401(K) PLAN | NAES CORPORATION, WA | $31M | 1,228 |
| STELLAR J 401(K) RETIREMENT PLAN | STELLAR J. CORPORATION, WA | $20M | 129 |
| RIGHTLINE EQUIPMENT, INC. 401(K) PLAN | RIGHTLINE EQUIPMENT, INC., OR | $14M | 285 |
| MMG CONSOLIDATED 401(K) PLAN | JASPERS FOOD MANAGEMENT, INC., OR | $8M | 608 |
| 401(k) Retirement Plan | Healthcare Sponsor, WA | $8M | 2 |
| 401(k) Retirement Plan | Manufacturing Sponsor, ID | $4M | 9 |
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