Jim McQuiston, CPA

Check me out on BrokerCheck

Jim McQuiston provides tax, planning, and advisory services to family businesses, construction companies, engineering firms, privately held businesses, and their owners throughout Oregon. He works alongside entrepreneurs and multi generational business families to develop practical strategies that support growth, improve profitability, and position their organizations for long term success.

As a member of Jones & Roth’s Family Business and Construction niches, Jim helps clients navigate the unique challenges that come with managing and growing a business. His experience spans business tax planning, succession considerations, operational decision making, and strategic planning, allowing him to provide guidance that goes beyond compliance and supports broader business objectives. His work with engineering firms further strengthens his ability to advise organizations with complex project based operations, technical talent structures, and long term planning needs.

Jim is particularly passionate about serving family owned businesses, helping owners balance the demands of today’s operations with the opportunities and transitions that lie ahead. He values building long term relationships and serving as a trusted advisor, partnering closely with clients to help them make informed decisions for their businesses, families, and future generations.

As a leader within Jones & Roth, Jim is proud to be part of an independent, Oregon rooted firm that puts relationships first. He believes that the best client outcomes are achieved when the right people work side by side, combining technical expertise with genuine care and a commitment to making a positive impact.

Outside of work, Jim enjoys spending time with his family, traveling, supporting University of Oregon athletics, and following the competitive spirit he developed as a collegiate basketball player.

Securities offered through Cetera Wealth Services, LLC, a Broker-Dealer, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Jones & Roth and Cetera are not affiliated.