2025-438

TO THE COUNCIL: 

As Mayor, I request Council confirmation of the following appointments to the Revenue Division Appeals Board.

Respectfully submitted, 

Keith Wilson,

Mayor

Sean Wallace

Biography   

Sean Wallace is a Tax Shareholder at Perkins & Co with a focus on closely held businesses and their owners. His practice area primarily focuses on helping companies navigate income tax compliance and planning in multijurisdictional tax environments. Sean first joined Perkins & Co in 2008 and rejoined the firm in 2011.  He holds Bachelor degrees from the University of Oregon’s College of Arts and Sciences as well as the College of Business. He has been a licensed CPA in Oregon since 2010.

Interest Statement  

I am interested in a reappointment to the Board to continue supporting the efforts of CPAs nationwide to accurately interpret and apply tax laws, rules, and regulations.  I believe my experience working over 15 years as a practitioner in our local communities gives me helpful historical context in this role.  It offers me a breadth of knowledge earned through doing that guides a practical and insightful approach to resolution of often difficult to understand tax rules and regulations.  I look forward to supporting the efforts of taxpayers, and Multnomah County, in arriving at accurate tax positions by helping to interpret the tax laws and rules of our local tax jurisdictions.

Penny Sweeting

Biography   

I have been a certified public accountant in Oregon since 2001.  In the last 15 years, I have specialized in state and local taxes which has allowed me to work closely with taxpayers as well as the Revenue Division.  I am currently working with a national firm called Withum Smith + Brown in the Portland office and have worked at several local public accounting firms including Deloitte, Geffen Mesher, Perkins and KBF.  In my role as a SALT specialist, I was able to attend rules committee meetings for the Multnomah County PFA tax and Metro work sessions.  I am a long-time member of the Oregon Society of CPA’s in good standing and have served on a number of committees including the Taxation Strategic Committee (member, past co-chair and past chair) and the State and Local Tax Conference Committee (member).  My education started at Hawaii Pacific University and then I earned a Post-Bac Certificate in Accounting from Portland State University.  Most recently I earned a Graduate Certificate in State and Local Tax from Villanova University (Pennsylvania).

Interest Statement  

I am looking forward to serving on the appeals board to provide the opportunity to use my knowledge and experience of taxes to assist taxpayers with appeals.  I understand the importance of having a forum for taxpayers to appeal decisions and resolve disputes.  Being part of the appeals board will also offer the opportunity to work alongside other professionals who have a passion for Portland.  It would be an honor that I would take seriously and complete my responsibilities with highest standards.