History
The AKT story begins in January 1973 when Kent Aldrich set his sights on opening his own accounting practice. Soon after the firm launched in Salem, Dick Kilbride joined Kent to work with tax clients. Upon graduating and passing the CPA exam in November 1974, Steve Tatone joined the firm with a focus on tax. Telecommunications and agriculture were two of the industries the firm served early on. As the firm grew so did the industries we served. Doug Davison joined the firm to focus on serving the telecommunications industry while Steve began building a presence in the construction industry, eventually meeting Jim Dailey and convincing him to join the firm. In 1990, Mark Birge joined the firm with a focus on estate and tax planning and anchored a new office in Lake Oswego. AKT Wealth Advisors was established in 1998, followed shortly by AKT Retirement Plan Services in 2000 and AKT Benefit Advisors in 2003. In 2007, the firm expanded to Alaska and California.
Specialties
AKT is a Top 100 regional firm of advisors, independent Certified Public Accountants and business consultants providing tax, accounting, business advisory, valuation and employee benefit consulting services to private, public and nonprofit organization. Serving clients throughout the west from locations in Oregon, California, and Alaska. We specialize in a variety of industries including healthcare, manufacturing, construction, telecommunications and electric utilities, public sector, agribusiness, privately held growth oriented and emerging companies among others. The members of our team possess a combination of hands-on industry expertise, essential technical qualifications and certifications, and a passion for helping clients achieve their goals.