TOP 10 Best tax services near me in Portland, Oregon
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Nicole Moore, Bankers Life Agent
● ClosedNicole Moore, Bankers Life Agent, located at 6135 Northeast 80th Avenue in Portland, Oregon, is an insurance agency offering a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Nicole Moore, as an Insurance Sales Representative in Portland, OR, is dedicated to helping clients navigate their insurance needs. One important service offered by Nicole Moore is assistance with the WA Cares Fund, a mandatory payroll tax in Washington that supports long-term care expenses. Not everyone may qualify for benefits, so having long-term care insurance can provide an exemption. Nicole Moore can help clients explore their options and make informed decisions.
6135 NE 80th Ave # A5, Portland, OR 97218, United States -
Nicole Ciani, Bankers Life Agent
● ClosedNicole Ciani, Bankers Life Agent is an insurance agency located at 6135 Northeast 80th Avenue in Portland, Oregon, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One important service we provide is helping individuals understand the WA Cares Fund, a mandatory payroll tax in Washington that supports long-term care expenses. We can also assist with exemptions for those who have long-term care insurance by November 1.
6135 NE 80th Ave # A5, Portland, OR 97218, United States -
OPAS
● ClosedOPAS is a package forwarding service located at 6650A Northeast Mount Saint Helens Avenue in Portland, Oregon, United States. With OPAS, you can buy items from U.S. online stores and have them shipped directly to you. Enjoy tax-free shopping within the USA and receive your own US mailing address for online purchases. Combine and consolidate all your shopping items to save up to 80%. OPAS also offers a range of services to make your shopping experience easier, including a personal shopper service for buying US products when stores won't accept international forms of payment. Our team is dedicated to providing exceptional customer support, with real-person assistance available by phone or email.
6650A NE Mt St Helens Ave, Portland, OR 97220, United States -
DHL Express ServicePoint
● ClosedDHL Express ServicePoint, located at 5330 Northeast Courier Court in Portland, Oregon, is a finance and post office institution. Ship now and save 40% on international shipments with the Promo Code GREEN40. The ServicePoint is conveniently located next to the Portland International Airport. Customers should bring a valid government-issued photo ID when sending or picking up a shipment. Proof of value is required for shipments of value, and duties and taxes may need to be paid by the receiver at the destination. DHL has the right to open and inspect shipments for safety and security reasons. Certain restrictions apply to shipping medications and electronics containing lithium batteries. DHL Express is known for its fast transit times, with a Money Back Guarantee based on the selected service. The cost of a shipment may be based on its volumetric weight rather than actual weight. Customers can use their own packaging but should leave it unsealed for inspection. DHL Express was named the No. 1 World's Best Workplace for 2022.
5330 NE Courier Ct, Portland, OR 97218, United States -
Compass Law LLC
● ClosedCompass Law LLC is a reputable law firm located at 3527 Southeast Alder Street in Portland, Oregon. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients in a variety of practice areas. From personal injury cases to employment law disputes, we are committed to guiding our clients through the complexities of the legal system with compassion and expertise. Contact us today to schedule a consultation and see how Compass Law LLC can help you navigate your legal challenges.
3527 SE Alder St, Portland, OR 97214, United States -
US Investors International
● ClosedUS Investors International is a renowned finance institution located at 12665 Southwest 69th Avenue in Portland, Oregon. We specialize in providing expert financial services to investors in the United States and internationally. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic investment solutions. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, US Investors International is here to guide you every step of the way. Visit us today to learn more about how we can help you maximize your investments and achieve financial success.
12665 SW 69th Ave #100, Portland, OR 97223, United States -
Ford Black & Co., PC Certified Public Accountants
● ClosedFord Black & Co., PC Certified Public Accountants is a reputable CPA firm located at 6950 Southwest Hampton Street, Tigard, Oregon. With a history dating back to the early 1960s, the firm has built a strong reputation in the business and financial community of the Portland area. The firm is currently led by partners Jim Harnish and Jeff Scherzinger, along with three principals who joined the team in recent years. Ford Black & Co. offers a wide range of accounting, auditing, tax, and management advisory services to a diverse clientele, including businesses in manufacturing, retail, construction, healthcare, non-profit, and professional services. The firm's team of eight professional employees, a paraprofessional, and two administrative staff members are dedicated to providing personalized and unique service to each client.
6950 SW Hampton St #100, Tigard, OR 97223, United States -
Fluence
● ClosedFluence is a leading accounting and finance institution located at 9430 Southwest Coral Street in Portland, Oregon, United States. Our team of experienced professionals provides comprehensive financial services to individuals and businesses, including tax preparation, financial planning, and investment advice. With a commitment to excellence and personalized service, Fluence is dedicated to helping our clients achieve their financial goals and secure their financial future.
9430 SW Coral St # 100, Portland, OR 97223, United States -
Mercer Advisors Wealth Management
● ClosedMercer Advisors Wealth Management, located at 121 Southwest Morrison Street in Portland, Oregon, is a finance institution dedicated to helping individuals transition from wealth-building to wealth-enjoying. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors offers a comprehensive approach to managing your financial life. Their team of talented wealth advisors, including Harmon, Bill, Stephen, Kathi, Courtney, Garrett, Alexa, Lily, and Chris, are committed to helping clients achieve their financial goals and enjoy peace of mind. Whether you're a business owner, medical practitioner, executive, retiree, or dedicated saver, Mercer Advisors is here to help you navigate your financial journey. Contact them today to start connecting all the dots of your financial life.
121 SW Morrison St #910, Portland, OR 97204, United States -
Fyooz Financial Planning
● OpenFyooz Financial Planning is a finance institution located at 4141 North Williams Avenue in Portland, Oregon. Our team of experienced financial planners is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking to save for retirement, plan for your children's education, or invest for the future, Fyooz Financial Planning is here to guide you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
4141 N Williams Ave APT 105, Portland, OR 97217, United States -
The Blank Wealth Management Group - Morgan Stanley
● OpenThe Blank Wealth Management Group at Morgan Stanley is a premier financial institution located in the heart of Portland, Oregon. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, we offer a comprehensive range of services to meet the unique needs of each individual. Trust in our expertise and commitment to excellence as we work together to secure your financial future.
760 SW 9th Ave. Ste 2100, Portland, OR 97205, United States -
Edward Jones - Financial Advisor: Pat Darragh, CFP®
● ClosedEdward Jones - Financial Advisor: Pat Darragh, CFP® is a trusted financial institution located at 111 Southwest 5th Avenue in Portland, Oregon. As a Certified Financial Planner, Pat Darragh provides personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Pat Darragh is dedicated to providing top-notch financial services tailored to your individual needs. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Pat Darragh, CFP® is the go-to destination for all your financial planning needs in the Portland area.
111 SW 5th Ave #2650, Portland, OR 97204, United States -
Cross Financial Management
● ClosedCross Financial Management is a finance institution located at 16100 Northwest Cornell Road in Beaverton, Oregon, United States. Our services are designed to empower our clients with full financial well-being, driven by strong ethics and values. We take the time to truly understand our clients, their goals, dreams, and passions. Our team of professionals can be found at our offices in both Portland and Beaverton. We are registered representatives with LPL Financial, Member FINRA/SIPC, and offer investment advice through Cross Financial Advisors. Additionally, we offer tax services through BGO CPAs, DBA Cross Financial Accounting. Please note that LPL Financial does not offer tax advice or CPA related services. Visit us to see how we can help you achieve your financial goals.
16100 NW Cornell Rd, Beaverton, OR 97006, United States -
Edward Jones - Financial Advisor: Bruce Kent
● ClosedEdward Jones - Financial Advisor: Bruce Kent is a reputable finance institution located at 4134 Southeast Hawthorne Boulevard in Portland, Oregon. As a trusted financial advisor, Bruce Kent provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Edward Jones - Financial Advisor: Bruce Kent is committed to providing expert guidance and support in investment strategies, retirement planning, estate planning, and more. Whether you are planning for the future or looking to improve your current financial situation, Bruce Kent and his team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
4134 SE Hawthorne Blvd, Portland, OR 97214, United States -
Cordant Wealth Partners
● ClosedCordant Wealth Partners is a finance institution located in the heart of Portland, Oregon. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. From retirement planning to investment management, we offer a wide range of services to meet the unique needs of each individual. With a focus on transparency, integrity, and client satisfaction, Cordant Wealth Partners is committed to providing top-notch financial guidance to our clients. Visit us at 1211 Southwest 5th Avenue to learn more about how we can help you secure your financial future.
1211 SW 5th Ave #2310, Portland, OR 97204, United States -
Interactive Wealth Advisors, Inc.
● ClosedInteractive Wealth Advisors, Inc. is a comprehensive financial services institution located at 121 Southwest Morrison Street in Portland, Oregon. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex legal issues, Interactive Wealth Advisors, Inc. is committed to providing top-notch service and guidance every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
121 SW Morrison St #905, Portland, OR 97204, United States -
Downing & Company, LLC
● ClosedDowning & Company, LLC is a reputable accounting and finance institution located in Portland, Oregon. With a strong commitment to providing top-notch financial services, they specialize in helping individuals and businesses manage their finances effectively. Situated at 5933 Northeast Win Sivers Drive, Downing & Company, LLC is known for their professionalism, expertise, and dedication to their clients. Whether you need assistance with tax preparation, investment planning, or financial consulting, you can trust Downing & Company, LLC to provide you with expert guidance and support.
5933 NE Win Sivers Dr #102, Portland, OR 97220, United States -
Kevin R. Minkoff, CPA, PC
● ClosedKevin R. Minkoff, CPA, PC is a reputable accounting and finance institution located in Portland, Oregon. With a focus on providing top-notch financial services, they are dedicated to helping individuals and businesses manage their finances effectively. The institution is led by Kevin R. Minkoff, a certified public accountant with years of experience in the industry. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Kevin R. Minkoff, CPA, PC is committed to delivering personalized and professional service to meet your needs. Visit them at 12508 Northeast Halsey Street for all your accounting and finance needs.
12508 NE Halsey St, Portland, OR 97230, United States -
William Keller, CPA
● ClosedWilliam Keller, CPA is a reputable accounting and finance institution located at 4110 Northeast 122nd Avenue in Portland, Oregon. With a team of experienced and knowledgeable Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and attention to detail ensure that clients receive accurate and reliable financial advice. Whether you are an individual or a business owner, William Keller, CPA is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation.
4110 NE 122nd Ave Suite 120, Portland, OR 97230, United States -
Edward Jones - Financial Advisor: Dave Trabucco, AAMS™|CRPC™
● OpenEdward Jones - Financial Advisor: Dave Trabucco, AAMS™|CRPC™ is a reputable financial institution located at 7326 North Leavitt Avenue in Portland, Oregon. As a certified financial advisor with designations including AAMS™ and CRPC™, Dave Trabucco provides expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Dave Trabucco is dedicated to providing top-notch financial planning services to individuals and families in the Portland area.
7326 N Leavitt Ave, Portland, OR 97203, United States -
Brighton Jones
● ClosedBrighton Jones is a leading financial and legal institution located at 1624 Northwest Lovejoy Street in Portland, Oregon. Our team of experts is dedicated to providing comprehensive financial planning and legal services to help our clients achieve their goals and secure their futures. With a focus on personalized solutions and exceptional customer service, Brighton Jones is committed to guiding individuals and families towards financial success and peace of mind. Contact us today to learn more about how we can assist you with your financial and legal needs.
1624 NW Lovejoy St, Portland, OR 97209, United States -
LPL Financial - Kyle Parsons
● ClosedLPL Financial - Kyle Parsons is a finance institution located at 16100 Northwest Cornell Road in Beaverton, Oregon, United States. With over 10 years of experience as a financial advisor, Kyle Parsons is dedicated to serving local families, businesses, and non-profits in achieving their financial goals. He works closely with individuals and their outside strategic professionals to build lasting and beneficial relationships. Kyle is known for providing trustworthy and well-researched advice, using a detailed planning model to create customized wealth and retirement plans for each client. He takes a proactive approach to wealth management to minimize risks and maximize opportunities over the long term. Born and raised in Oregon, Kyle graduated from The University of Oregon with a degree in finance and economics. He currently resides in Beaverton with his wife and dog, enjoying outdoor activities and dining options in the Portland area. The LPL Financial registered representatives associated with this website are properly registered or licensed to conduct business with residents of specific states. The professionals associated with Cross Financial Management, LLC may offer investment advice through Cross Financial Advisors, a registered investment advisor, or tax services through BGO CPAs. LPL Financial does not offer tax advice or CPA related services.
16100 NW Cornell Rd #240, Beaverton, OR 97006, United States -
Willamette Financial Advisors, LLC (By Appointment Only)
● OpenWillamette Financial Advisors, LLC is a premier financial institution located in Portland, Oregon. We offer personalized financial planning and investment services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to providing expert guidance and tailored solutions to meet each client's unique needs. Please note that appointments are required for consultations, ensuring that each client receives the individual attention and support they deserve. Contact us today to schedule your appointment and take the first step towards securing your financial future.
6650 SW Redwood Ln #310, Portland, OR 97224, United States -
Block Advisors
● ClosedBlock Advisors is a trusted institution located at 4768 Northwest Bethany Boulevard in Portland, Oregon. Specializing in accounting and finance services, our team of professionals is dedicated to providing personalized solutions for all your financial needs. Whether you are an individual looking for tax preparation assistance or a business in need of financial planning, Block Advisors is here to help. With a commitment to excellence and a focus on customer satisfaction, you can trust us to provide expert advice and guidance to help you achieve your financial goals. Visit us today to experience the difference our expertise can make in your financial success.
4768 NW Bethany Blvd Ste C-7, Portland, OR 97229, United States -
Block Advisors
● ClosedBlock Advisors is a trusted institution located at 777 Northeast Holladay Street in Portland, Oregon, United States. Specializing in accounting and finance services, our team of experts are dedicated to helping individuals and businesses navigate complex financial matters with ease. Whether you need assistance with tax planning, bookkeeping, or financial advising, Block Advisors is here to provide personalized solutions tailored to your specific needs. Trust us to help you achieve financial success and peace of mind.
777 NE Holladay St, Portland, OR 97232, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 5270 North Lombard Street in Portland, Oregon. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complex world of finance with ease and confidence. Visit their office today and let their experts guide you towards a secure financial future.
5270 N Lombard St, Portland, OR 97203, United States -
Numberman, LLC
● ClosedNumberman, LLC is a reputable accounting and finance institution located in the bustling city of Portland, Oregon. With a prime location at 5257 Northeast Martin Luther King Junior Boulevard, Numberman, LLC offers a wide range of financial services to individuals and businesses alike. Our team of experienced professionals is dedicated to providing top-notch accounting solutions tailored to meet the unique needs of our clients. Whether you need help with tax preparation, bookkeeping, or financial planning, Numberman, LLC is here to assist you every step of the way. Trust us to be your go-to financial partner in Portland.
5257 NE Martin Luther King Jr Blvd Ste. 101-B, Portland, OR 97211, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 630 South Lowell Street in Portland, Oregon, United States. Specializing in tax preparation and financial services, H&R Block offers expert guidance and support to individuals and businesses alike. With a team of experienced professionals, H&R Block is dedicated to helping clients navigate the complexities of tax laws and financial planning. Whether you need assistance with filing your taxes or managing your investments, H&R Block is committed to providing top-notch service and personalized solutions to meet your needs.
630 S Lowell St, Portland, OR 97239, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 915 Northwest Lovejoy Street in Portland, Oregon, United States. With a team of highly skilled professionals, H&R Block offers expert tax preparation services, financial advice, and assistance with various accounting needs. Whether you are an individual or a business owner, H&R Block is dedicated to providing top-notch services to help you navigate the complexities of taxes and financial planning. Visit us today and let us help you achieve your financial goals.
915 NW Lovejoy St, Portland, OR 97209, United States -
J & J CPA's
● ClosedJ & J CPA's is a reputable accounting and finance institution located at 8885 Southwest Canyon Road in Portland, Oregon, United States. With a team of experienced certified public accountants, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, bookkeeping, or financial planning, J & J CPA's is dedicated to providing professional and personalized services to meet your specific needs. Contact them today to schedule a consultation and take control of your financial future.
8885 SW Canyon Rd #212, Portland, OR 97225, United States
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