TOP 10 Best tax services near me in Portland, Oregon

Lucas Weigang, Bankers Life Agent and Bankers Life Securities Financial Representative in Portland, Oregon, offers a range of insurance options provided by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Lucas Weigang can help you navigate the complex world of insurance and financial planning. One important topic to consider is the WA Cares Fund, a mandatory payroll tax in Washington for long-term care expenses. Not everyone may qualify for benefits, but with long-term care insurance, you may be eligible for an exemption. Lucas Weigang can guide you through the process and help you understand your options.

Joshua Cheves, Bankers Life Agent is an insurance agency located at 6135 Northeast 80th Avenue in Portland, Oregon, United States. Our team of agents offers a wide range of insurance options from top companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One important service we provide is helping individuals navigate the WA Cares Fund, a mandatory payroll tax in Washington designed to support long-term care expenses. We can also assist in applying for exemptions for those with long-term care insurance by November 1.

Garvin Reiter, J.D., CELA is a law firm located at 6500 South Macadam Avenue in Portland, Oregon, United States. Specializing in Elder Law, Medicaid, Estate & Inheritance Tax Planning, Estate Planning, Special Needs Planning, Conservatorships, Probate, and Trust Administration, Garvin Reiter is a Certified Elder Law Attorney recognized by the National Elder Law Foundation. With a focus on helping elders navigate long-term care options while preserving assets, Garvin also assists younger individuals with protecting their children, minimizing inheritance taxes, and planning for incapacity. Additionally, Garvin works with blended families and same-sex couples to achieve their planning goals. Clients have praised Garvin for his professionalism, expertise, and ability to provide clear answers to their questions. The Law Offices of Nay & Friedenberg LLC is where Garvin practices, providing expert legal services to help clients plan for the future with confidence.

Samuels Yoelin Kantor LLP is a prestigious accounting, finance, and law firm located at 111 Southwest 5th Avenue in Portland, Oregon, United States. With a team of experienced professionals, they provide top-notch services in areas such as tax planning, financial consulting, and legal representation. Whether you need assistance with managing your finances or navigating complex legal matters, Samuels Yoelin Kantor LLP is dedicated to helping clients achieve their goals with expertise and integrity.

Catalyst Law, LLC is a premier accounting and finance law firm located in the heart of Portland, Oregon. Our team of experienced lawyers specializes in providing top-notch legal services to clients in need of guidance in the complex world of finance and accounting. From tax compliance to financial planning, our dedicated professionals are here to help you navigate the legal landscape with confidence and ease. Visit us at 721 Northwest 9th Avenue to see how Catalyst Law, LLC can be the catalyst for your success.

LetsLabel is an institution located at 6215 Northeast 92nd Drive, Portland, Oregon, United States. They offer services such as certificates, invoices, and paper documents at prices 30%-100% cheaper than official rates. They provide tax-free state warehouse receiving for e-commerce international shipping, and global mailing services. LetsLabel is highly recommended for international express delivery, with excellent customer service that responds promptly to any inquiries. New users can also receive discount coupons. Their prices rival Chinese courier services, using reputable carriers like FedEx and USPS. LetsLabel's customer service is exceptional and is particularly suitable for students studying abroad or individuals returning to their home country. Customers have praised the fast delivery times, efficient handling of packages, and the hassle-free customs clearance process in China. LetsLabel also ensures accurate package weights, as they refunded one customer for an overcharged pound. Customers have experienced quick delivery times, with packages reaching their destination within 10 days. The institution also offers efficient services for shipping to destinations like Beijing from Orlando, FL. LetLabel's USPS line is commended for its speed, with packages arriving in just 7 days, including national holidays. Their customer service is described as warm and patient. LetsLabel is known for its efficiency, with customers praising their quick delivery times and hassle-free shipping experiences.

Buchalter is a prestigious institution located at 805 Southwest Broadway in Portland, Oregon, United States. With a reputation for excellence in education and research, Buchalter offers a wide range of programs and resources to support students in their academic and professional development. The institution is committed to providing a supportive and inclusive learning environment, where students can thrive and achieve their goals. Whether you are interested in pursuing a degree or seeking professional development opportunities, Buchalter is dedicated to helping you succeed.

Fordham & Co Accounting is a reputable accounting firm located at 233 Southeast 2nd Avenue in Hillsboro, Oregon. Established in 1956, our team of experienced CPAs serves clients in Hillsboro and Portland by providing a wide range of business services, tax assistance, and consulting. With over 50 years of experience, Fordham & Co LLP has been a trusted partner for businesses and individuals in Washington County and the Greater Portland area. Our dedicated team of Certified Public Accountants in Portland, OR, offers comprehensive solutions to address various financial challenges faced by our clients. Whether you need assistance with small business tax planning or personal financial matters, our experts are here to help. We provide advisement and coaching across different markets to ensure that you receive the best possible service from our full-service accounting firm.

Clarity Capital Management, LLC is an independent fee-only financial planning and investment management firm located in Portland, Oregon. Our mission is to provide clear, objective financial advice to individuals, families, and businesses, free from conflicts of interest. As a fee-only firm, we are commission-free and only receive compensation directly from our clients. We work as fiduciaries, always acting in our clients' best interests. Our services are tailored to help mid and late-career professionals, Gen X and Gen Y clients, achieve financial confidence and independence. We offer evidence-based investment management, personalized to your goals, risk tolerance, and time horizon. We can help you plan for college expenses, reduce income taxes, manage retirement income, protect against risks, and meet your financial goals.

Victory Financial Planning is a Registered Investment Advisor located in Tigard, Oregon. Our mission is to prioritize our clients' needs and provide warm, insightful guidance for their financial future. Our experienced and Accredited Investment Fiduciary team is dedicated to creating personalized portfolios aligned with your goals and risk tolerance. We believe in building long-term relationships with our clients, offering ongoing support and adjustments as life evolves. Our founder, Mary Moose, understands the unique financial concerns of women and provides personalized advice from an intimate perspective. With over 24 years of experience, we offer a range of services including retirement planning, investment strategies, tax planning, and estate coaching. As a Fiduciary Standard firm, we prioritize transparency and always act in the best interest of our clients.

Mercer Advisors Wealth Management is a finance institution located at 12909 Southwest 68th Avenue in Tigard, Oregon, United States. At Mercer Advisors, we believe in helping successful individuals transition from wealth-builders to wealth-enjoyers. Our comprehensive approach to wealth management goes beyond just managing investment portfolios, as we specialize in financial planning, tax and estate planning, trust services, insurance coverage, and more. Our team of talented wealth advisors in the Portland-South area are dedicated to helping you connect all the dots of your financial life. Whether you're a business owner, medical practitioner, executive, or dedicated saver, we provide personalized guidance to help you achieve your financial goals. With expertise in various areas of finance, our advisors work together to ensure all aspects of your financial life are taken care of. From investment operations to client care and administrative support, our team is here to help you enjoy everything you've worked for.

CLS Financial Advisors is a finance institution located at 9700 Southwest Capitol Highway in Portland, Oregon, United States. Specializing in investments, tax planning, and retirement planning, we offer holistic and proactive financial advice to help grow your wealth and support your financial well-being. As fee-only financial advisors, we prioritize your goals and collaborate with you to reach them. Our technical expertise and hands-on approach make managing your money and investments easier. Whether you're planning your next big life adventure or aiming to reach your financial goals, we are here every step of the way. Trust in us as fiduciaries to always put your interests first. Let us help you make your dreams a reality with our personalized financial and investment planning services in beautiful Portland, Oregon.

Nathan Jones - Thrivent is a finance institution located at 9397 Southwest Locust Street, Portland, Oregon, United States. They offer financial guidance tailored to your goals and values. Licensed in multiple states including CA, MN, OR, VT, and WA, they provide services such as insurance, investment advisory, and financial planning. Thrivent does not provide legal, accounting, or tax advice, but can assist clients in creating a financial plan through their Financial Planning Framework. They also offer Dedicated Planning Services for a fee, which includes written recommendations. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products through Thrivent. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser. Clients can visit the National Association of Insurance Commissioners website to verify licensing. Consult your attorney or tax professional for legal or tax advice. For more information, visit their website or FINRA's Broker Check.

Aldrich Wealth Advisors is a finance institution located at 5665 SW Meadows Road in Lake Oswego, Oregon, United States. Our team of experienced advisors offers comprehensive wealth management services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide personalized guidance and support. Trust Aldrich Wealth Advisors to help you navigate the complexities of the financial world and secure your financial future.

Lakeside Financial Group is a premier accounting and finance institution located in Portland, Oregon. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to investment planning, Lakeside Financial Group is committed to helping our clients achieve their financial goals. Visit us at 16037 Southwest Upper Boones Ferry Road to see how we can assist you in securing a prosperous financial future.

Encompass Wealth Advisors, LLC is a leading finance institution located at 15350 Southwest Sequoia Parkway in Portland, Oregon, United States. Our team of experienced advisors offers comprehensive financial planning services to help our clients achieve their financial goals and secure their future. We provide personalized investment strategies, retirement planning, estate planning, and more to individuals and families. At Encompass Wealth Advisors, LLC, we are dedicated to helping our clients navigate the complexities of the financial world with confidence and peace of mind.

AlpineCFO is a leading accounting and finance institution located at 15115 Southwest Sequoia Parkway in Portland, Oregon, United States. Our team of experienced professionals offers a wide range of financial services including budgeting, forecasting, financial analysis, and strategic planning. Whether you are a small business owner or a large corporation, AlpineCFO is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Van Beek & Co., LLC is a reputable accounting and finance firm located in Portland, Oregon. With a prime location at 16045 Southwest Upper Boones Ferry Road, this institution offers a wide range of financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch accounting and financial solutions tailored to meet the unique needs of each client. Whether you need help with tax preparation, bookkeeping, or financial planning, Van Beek & Co., LLC is here to help you navigate the complex world of finance with confidence and ease. Trustworthy, reliable, and committed to excellence, this institution is your go-to partner for all your accounting and finance needs in the Portland area.

Merrill Lynch Financial Advisor Gregory Soergel, located at 1211 Southwest 5th Avenue in Portland, Oregon, offers personalized financial strategies to help clients pursue their long-term goals. The institution takes the time to understand the needs and goals of each individual or organization they work with, providing tailored services to guide investment programs and decision-making. Supported by a team of specialists and resources from Bank of America Corporation, Merrill Lynch Financial Advisor Gregory Soergel helps create strong, compliant benefits programs that engage employees and align with budget objectives. As a Retirement Benefits Consultant and Accredited Financial Advisor, the institution adds value to defined contribution plans by offering expertise and personalized service. With a commitment to building strong client relationships based on trust, Merrill Lynch Financial Advisor Gregory Soergel strives to provide comprehensive financial solutions for individuals and organizations alike.

Skyline Financial Northwest, located at 2121 Southwest Broadway in Portland, Oregon, is a finance institution that offers comprehensive financial planning services. By aligning your values and goals with your financial resources, they help explore everything from cash flows to retirement to tax planning. With a focus on data-informed investment management and ongoing financial planning, they work as partners to steward your goals and assets onward and upward. Skyline Financial is independent and not affiliated with any banks, insurance companies, brokerage firms, or other financial institutions, providing transparent and unbiased advice. As a fiduciary, they prioritize the interests of their clients above all else and are compensated solely by their clients, without accepting commissions or referral fees.

BC CPA & Consulting, located at 824 Southwest 18th Avenue in Portland, Oregon, offers expert accounting and advisory services for small to medium cannabis businesses and other industries to drive business growth. With a team of experienced and skilled CPAs specializing in the cannabis industry, they provide tailored accounting services to meet specific needs. Their comprehensive tax planning and preparation services ensure compliance with regulatory requirements and minimize tax liability. Additionally, they offer consulting and advisory services to help cannabis businesses achieve their growth goals. Serving clients across Washington, California, Portland, and the entire state of Oregon, BC CPA & Consulting is a trusted partner for cannabis companies seeking expert financial advice.

Merrill Lynch Financial Advisor Michael A Hogan, located at 1211 Southwest 5th Avenue, Portland, Oregon, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, clients can stay on track with their financial goals. By answering a few questions, clients can be paired with advisors best suited to their needs. Hogan's mission is to deeply understand each client's financial picture and create a personalized wealth management strategy to help pursue their goals. By focusing on potential solutions and turning goals into reality, Hogan helps clients manage, grow, and preserve their wealth. Through access to Merrill's investment insights and Bank of America's banking solutions, clients can develop a financial approach tailored to their needs. The institution offers an Investment Personality Assessment to help customize the financial approach based on each client's investing preferences. Success is measured by the progress made towards reaching financial goals, with adjustments made as needed. With a focus on bringing fresh perspectives to financial life, Merrill advisors provide access to investing insights and banking capabilities to help clients make informed decisions. Additionally, Merrill goes beyond the traditional role of an advisor by providing a broad range of brokerage, investment advisory, and other services. Consulting legal and tax advisors before making financial decisions is recommended.

Pat A Kimmer CPA is a reputable accounting and finance institution located at 13044 Southwest Broadmoor Place in Portland, Oregon, United States. With a focus on providing professional and reliable services, the institution offers a wide range of financial solutions to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, the experienced team at Pat A Kimmer CPA is dedicated to helping you achieve your financial goals. Trustworthy and knowledgeable, this institution is a trusted partner for all your accounting needs.

Ironwood Wealth Consultants, located at 11535 Southwest 67th Avenue in Portland, Oregon, is a finance institution dedicated to helping clients achieve their retirement goals. Whether you prefer meeting face-to-face at our office or virtually online, our team is ready to provide the right solutions and services tailored to your individual needs. Our focus is on creating ongoing, guaranteed, lifetime income for our clients without relying on risky Wall St. investments. We understand that each client's financial situation is unique, which is why we offer personalized one-on-one consultations to discuss your needs and develop a customized plan that works for you. Contact Ironwood Wealth Consultants today to take the first step towards a secure retirement future.

Carson Wealth, located at 4949 Meadows Road in Lake Oswego, Oregon, is a finance institution that offers a personalized approach to uncovering your true wealth through their "Wealth Designed. Life Defined." approach. Their team of financial advisors serves Lake Oswego, Portland, and surrounding areas with easy-to-understand financial advice, including portfolio management, financial planning, risk management, estate planning, and tax planning. With a focus on helping your wealth reach a higher purpose, Carson Wealth also provides guidance on managing family finances in today's rapidly evolving economic landscape. They have received prestigious awards such as Forbes Best-in-State Wealth Advisor and have been recognized for their innovative contributions to the industry. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are provided by CWM, LLC. For more information on Carson Wealth and their advisors, visit their website or consult the appropriate regulatory agencies.

John Andrea - Thrivent is a finance institution located at 9397 Southwest Locust Street in Portland, Oregon, United States. Specializing in helping Christians connect their finances with their faith, John Andrea - Thrivent is licensed in multiple states including Arizona, California, Colorado, Florida, Idaho, Minnesota, Montana, North Carolina, New Jersey, New York, Oregon, Texas, Utah, Vermont, and Washington. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are advised to consult their own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for a fee.

BMO Family Office is a finance institution located at 4380 South Macadam Avenue in Portland, Oregon, United States. As a trusted provider of comprehensive wealth management services, BMO Family Office offers tailored financial solutions to high-net-worth individuals and families. With a focus on personalized service and strategic planning, their team of experienced professionals helps clients navigate complex financial landscapes and achieve their long-term goals. Whether it's investment management, estate planning, or tax optimization, BMO Family Office is dedicated to providing customized solutions that align with each client's unique needs and objectives.

Next Financial Group: Ward Terri D CPA is a leading accounting and finance institution located in Portland, Oregon. With a focus on providing expert financial services to individuals and businesses, Ward Terri D CPA offers a wide range of services including tax preparation, financial planning, and investment management. Their team of experienced CPAs is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. Conveniently located at 4650 South Macadam Avenue, Next Financial Group: Ward Terri D CPA is committed to providing top-notch financial services to the Portland community.

Miller Financial Group is a leading finance institution located at 9115 Southwest Oleson Road in Portland, Oregon. With a strong presence in the United States, we offer a wide range of financial services to help our clients achieve their goals and secure their financial future. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or wealth management, Miller Financial Group is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial objectives.

MOLVI CPA, LLC is a reputable accounting and finance institution located at 10250 Southwest Greenburg Road in Portland, Oregon, United States. Our team of experienced Certified Public Accountants (CPAs) provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, auditing, and financial planning. With a commitment to excellence and personalized service, MOLVI CPA, LLC is dedicated to helping our clients achieve their financial goals.