Kari Young, CPA
Partner & Shareholder
Kari Young is a Partner, Shareholder, and a leader on the Nonprofit team. She also provides expertise to the Affordable Housing team and the Assurance Services Department. She is a member of the firm’s quality control team and the Form 990 Task Force.
Kari’s experience with nonprofit organizations includes assurance services; including audits, reviews, and federal single audits; consulting services, including internal control review; and informational return preparation services.
Her experience in the affordable housing industry includes performing audits, reviews, cost certifications, carryover tests, tax preparation/credit calculations, and other compliance and consulting engagements for low-income housing tax credit and HUD projects.
She also leads Jones & Roth’s Quarterly Nonprofit Roundtable Series, which are complimentary training sessions available to nonprofit fiscal managers, executive directors, and board members across Oregon.
Kari is often called on to speak at nonprofit educational conferences and sessions. She is recognized as one of the top nonprofit CPAs in Oregon.
Kari Young is a Financial Advisor offering Securities through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services through Avantax Advisory ServicesSM, and Insurance services offered through an Avantax affiliated insurance agency. Jones & Roth and Avantax are unaffiliated.
University of Oregon, BS, Accounting
Certified Public Accountant
AICPA – The American Institute of Certified Public Accountants
OSCPA – Oregon Society of Certified Public Accountants
“I am passionate about helping nonprofit organizations maximize their impact through education and the sharing of ideas and best practices. Building strong relationships with my clients is the most rewarding part of my career.”