Real advice. Trusted advisor.
We’re a modern CPA firm helping small- to mid-sized business owners make smarter financial decisions for their futures.
Great accounting doesn’t need to feel old-school.
Founded on the Southern Oregon Coast, we bring decades of tax and financial experience into a modern, tech-enabled practice that meets clients where they are—virtually, or right here at home.
We’ve spent over 20 years helping business owners navigate growth, change, and the constant curveballs of running a company. Our goal is to take the stress out of tax season (and everything around it) so you can stay focused on what matters: running a healthy, profitable business.
Our values shape your experience working with us.
Clarity
We believe good advice is clear, honest, and easy to understand.
Efficiency
Time is money. We respect both by using modern tools and processes.
Partnership
We value long-term relationships built on trust and transparency.
Progress
We’re constantly improving how we work, for your benefit and ours.
Meet Loren Harwood, CPA — Founder of SoCo Tax & Accounting
Serving South Coast clients since 2008, Loren has more than two decades of experience in tax, accounting, and financial services. As both a Certified Public Accountant and Certified Financial Planner®, he brings a unique perspective to every engagement—one that looks beyond compliance to help clients build lasting financial security.
His approach is straightforward, relationship-driven, and rooted in genuine care for his clients’ success. He’s here to help you make smart, confident decisions about your business and personal finances, without the stress or confusion.
Frequently asked questions
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A CPA, or Certified Public Accountant, has completed extensive education, testing, and licensing requirements, and must maintain continuing education each year. Unlike a general accountant or tax preparer, a CPA can represent clients before the IRS, offer strategic financial advice, and ensure complex filings meet rigorous professional standards.
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Online software can handle simple returns, but it can’t replace the insight and strategy of an experienced professional. At SoCo CPA, we look at your whole financial picture—from business structure to future goals—to help you save money and make informed decisions year-round, not just at tax time.
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We primarily serve small to mid-sized businesses across Oregon and beyond—from local trades and family-owned shops to professional service firms and agricultural businesses. If you have between $1–$30 million in revenue, or simply need a trusted partner for your personal or business taxes, you’re in our wheelhouse.
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No! While we’re proudly based on Oregon’s South Coast, we serve clients virtually statewide and across the U.S. Our secure, cloud-based tools make it easy to share documents, meet over video, and collaborate no matter where you are.
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Absolutely. Many of our clients are business owners whose personal and business finances overlap. We help manage both, ensuring every return, deduction, and strategy aligns for your best overall outcome.
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While we don’t handle bookkeeping or payroll in-house, we partner with trusted providers who can integrate directly with our systems. If you need a solution, we’ll help you set it up and ensure it aligns with your tax strategy.
