Kim Spaulding

CPA | Shareholder

Expert In

    • Estate planning and compliance
    • Charitable planning
    • Gift planning and compliance
    • Income tax planning and compliance
    • Trust planning and compliance
She makes herself available even at odd hours, always responds quickly, and I feel completely cared for. Her professionalism is the best that I deal with, and her guidance has been singularly helpful. It is so comforting to work with someone that you can trust completely.

Compassionate. Caring. Dedicated. Part-time cheerleader, full-time tax accountant.

Growing up in rural Oregon near Eugene, Kim spent summers crunching numbers alongside her father’s bookkeeper in his restaurant business. There, she learned early on that helping others and analyzing numbers just came naturally to her.

A second-generation OSU grad, Kim built a successful career in public accounting before joining Perkins. Now that she’s here, we can’t help wonder at her exceptional ability to form close bonds with clients and thoughtfully help them manage their wealth as part of our legacy planning group.

Kim loves spending time with her family and being outdoors – puttering around in her garden or walking the family’s 100-pound chocolate Lab. All this fresh air undoubtedly energizes her to do what she does best – caring for her family and for the Perkins clients she so loyally serves.

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants
  • Oregon Society of Certified Public Accountants
    Past Chair, Taxation & Legislative Analysis Committee Member
  • Estate Planning Council of Portland
    Board Member, Past Annual Seminar Chair
  • United Way Columbia-Willamette
    Board Member
  • Oregon Public Broadcasting
    Planned Giving Committee Member

Services Offered

  • Legacy Planning
  • Professional Services
  • Tax Services

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