TOP 10 Income tax services in Oregon City, Oregon
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Donna Banks Income Tax Service
● ClosedDonna Banks Income Tax Service is a reputable accounting and finance institution located at 975 Hill Street Southeast in Albany, Oregon, United States. With years of experience in the industry, they offer expert tax preparation services to individuals and businesses alike. Their knowledgeable staff is dedicated to providing personalized and efficient solutions to help clients navigate the complexities of tax laws and maximize their financial returns. Whether you need assistance with filing your taxes, financial planning, or bookkeeping, Donna Banks Income Tax Service is here to help you achieve your financial goals.
975 Hill St SE, Albany, OR 97322, United States -
Evergreen Income Taxes Inc
● ClosedEvergreen Income Taxes Inc is a trusted accounting and finance institution located at 1000 McGilchrist Street Southeast in Salem, Oregon, United States. Our team of professionals is dedicated to providing top-notch tax preparation and financial services to individuals and businesses alike. With years of experience and expertise in the field, we strive to ensure our clients receive accurate and efficient assistance with their financial needs. Trust Evergreen Income Taxes Inc to help you navigate the complexities of taxes and finances with ease.
1000 McGilchrist St SE, Salem, OR 97302, United States -
Thrifty Income Tax Services
● OpenThrifty Income Tax Services is a reputable accounting and finance institution located at 571 E Street in Lebanon, Oregon, United States. With a team of experienced professionals, they specialize in providing top-notch income tax services at affordable rates. Whether you are an individual or a small business owner, Thrifty Income Tax Services is dedicated to helping you navigate the complexities of tax preparation and planning. Trustworthy, efficient, and customer-focused, this institution is the go-to destination for all your financial needs.
571 E St, Lebanon, OR 97355, United States -
Capital Bookkeeping & Income
● OpenCapital Bookkeeping & Income is a reputable accounting and finance institution located at 583 Lancaster Drive Southeast in Salem, Oregon. Our experienced team of professionals provides comprehensive bookkeeping and income services to individuals and businesses, helping them manage their finances effectively and efficiently. Whether you need help with tax preparation, payroll processing, or financial planning, our dedicated staff is here to assist you every step of the way. Trust Capital Bookkeeping & Income for all your accounting and finance needs.
583 Lancaster Dr SE, Salem, OR 97317, United States -
Katy's Income Tax Service LLC
● ClosedKaty's Income Tax Service LLC is a professional accounting and finance institution located at 1140 Annabelle Lane in Grants Pass, Oregon, United States. With years of experience and expertise in tax preparation and financial services, Katy's Income Tax Service LLC is dedicated to providing top-quality assistance to individuals and businesses in managing their finances. Whether you need help with tax planning, bookkeeping, or financial consulting, our team of experts is here to help you navigate the complexities of the financial world. Contact us today to schedule an appointment and take control of your financial future.
1140 Annabelle Ln, Grants Pass, OR 97527, United States -
Golden Rule Income Tax
● ClosedGolden Rule Income Tax is a reputable accounting and finance institution located at 777 Northeast 7th Street in Grants Pass, Oregon, United States. Our team of experienced professionals is dedicated to providing top-notch tax services with integrity and honesty, following the golden rule of treating others as we would like to be treated. Whether you need help with personal or business taxes, our experts are here to assist you in maximizing your returns and minimizing your liabilities. Trust Golden Rule Income Tax to handle all your financial needs with care and precision.
777 NE 7th St Ste 222, Grants Pass, OR 97526, United States -
Bilby Tax & Accounting LLC
● OpenBilby Tax & Accounting LLC is a long-standing accounting and finance institution located at 15 82nd Drive, Gladstone, Oregon, United States. Founded in 1981 by Dave Bilby Sr and CPA Ted Canfield, the business has been providing high-quality services to clients for decades. Dave's son, Brian, took over ownership in 2008, and now Dave is retiring from individual income tax returns. Despite this change, the institution continues to offer Income Tax Return Preparation, Estate & Trust Tax Return Preparation, Accounting, and Consulting Services to existing clients. However, they are not accepting new clients at this time. Clients can contact their tax preparer via email or phone for questions or appointments. The filing deadline and tax payments are due on April 15th, with extensions available until October 15th for filing only.
15 82nd Dr, Gladstone, OR 97027, United States -
U.S. Bancorp Investments - Financial Advisors: Portland
● ClosedU.S. Bancorp Investments - Financial Advisors in Portland is a trusted institution located at 1901 Northeast 42nd Avenue. Our team of experienced and knowledgeable financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our advisors are here to provide expert guidance and support. Trust U.S. Bancorp Investments in Portland to help you secure a strong financial future.
1901 NE 42nd Ave, Portland, OR 97213, United States -
Independent Investment Advisors
● ClosedIndependent Investment Advisors is a finance institution located at 9620 Northeast Tanasbourne Drive in Hillsboro, Oregon, United States. We specialize in helping our clients achieve their financial goals through personalized plans, risk management, and tax minimization. Our services include wealth management, retirement planning, financial planning, inheritance planning, investment management, tax planning, education planning, and small business solutions. As a high-net-worth multi-family office, we cater to busy mid-career families and business owners with high incomes or wealth. Our holistic engagement model allows for deeper relationships, more flexibility, reduced investment risk, and lower fees. We work with a limited number of clients to provide custom financial plans, tax planning, custom portfolios, risk management, and better results.
9620 Northeast Tanasbourne Dr Suite 300, Hillsboro, OR 97124, 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 -
Edward Jones - Financial Advisor: Lynne T Page, CFP®|ChFC®|CEPA®|AAMS™
● ClosedEdward Jones - Financial Advisor: Lynne T Page, CFP®|ChFC®|CEPA®|AAMS™ is a reputable financial institution located at 21901 Northeast Halsey Street in Fairview, Oregon, United States. With a team of highly qualified professionals, including Lynne T Page who holds certifications as a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Certified Exit Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS™), this institution is dedicated to providing top-notch financial services and advice to its clients. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones is committed to helping you achieve your financial goals.
21901 NE Halsey St Suite 202, Fairview, OR 97024, United States -
Christopher Norman LPL Financial Advisor
● OpenChristopher Norman is a highly skilled LPL Financial Advisor located in Beaverton, Oregon. With a commitment to providing top-notch financial services, Christopher Norman helps clients navigate the complexities of financial planning and investment management. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Christopher Norman is dedicated to helping you achieve your goals. Visit us at 16100 Northwest Cornell Road to learn more about how we can help you reach your financial objectives.
16100 NW Cornell Rd #240, Beaverton, OR 97006, United States -
Willamette Animal Guild (WAG) Spay/Neuter & Wellness Clinic
● ClosedWillamette Animal Guild (WAG) Spay/Neuter & Wellness Clinic is a veterinary care institution located at 3045 Royal Avenue in Eugene, Oregon, United States. They offer a Senior Spay Support program for low-income seniors 55 and over, providing affordable spay/neuter packages for owned cats. Proof of government support and age verification is required. The clinic focuses on preventing cruelty to animals, with a special emphasis on low-cost spay/neuter services to improve the lives of animals and reduce overpopulation. They aim to sterilize over 5,000 animals per year to help decrease euthanasia rates in shelters.
3045 Royal Ave, Eugene, OR 97402, United States -
Ritrovare Financial & Insurance Solution
● ClosedRitrovare Financial & Insurance Solution is a trusted finance institution located at 4900 Southwest Griffith Drive in Beaverton, Oregon. We offer a wide range of financial and insurance services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, insurance coverage, or wealth management, Ritrovare Financial & Insurance Solution is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.
4900 SW Griffith Dr Suite 121, Beaverton, OR 97005, United States -
Colt & Associates
● ClosedColt & Associates is a trusted institution located at 2468 Northeast Division Street in Gresham, Oregon, providing top-notch accounting and finance services. With the recent changes brought by the Inflation Reduction Act of 2022, we are committed to improving our services and technology to make tax filing easier for you. Our team is working diligently to implement the new tax laws as quickly as possible. Oregon residents can rely on Colt & Associates for all their tax questions and needs. Whether it's personal, trust, estate, non-profit, or business returns, bookkeeping, or payroll services, we have you covered. And if you live out of state, don't worry - we also prepare tax returns for all 50 states and foreign income.
2468 NE Division St, Gresham, OR 97030, United States -
Waterfall Clinic - Marshfield
● ClosedWaterfall Clinic in Marshfield, located at 826 South 11th Street in Coos Bay, Oregon, is a healthcare institution dedicated to promoting access to quality integrated health services for individuals with barriers to care on the Southern Oregon Coast. The clinic's mission is to provide respectful and dignified care while addressing complex barriers to equitable treatment, including racism and discrimination within the healthcare system. Heather, a compassionate and dedicated member of the social health team, has been providing excellent care to patients since August 2021. Her positive attitude and willingness to go above and beyond for patients have made her an integral part of the integrated model at Waterfall Clinic. Tony Crane, a board member and former patient, brings a wealth of experience in insurance and financial services to the clinic, as well as a love for nature and community involvement.
826 S 11th St, Coos Bay, OR 97420, United States -
Senior Lifestyle Solutions
● ClosedSenior Lifestyle Solutions, located at 1600 Valley River Drive in Eugene, Oregon, is dedicated to providing outstanding service with a people-friendly approach. They offer supplemental insurance to help cover co-pays, deductibles, and co-insurance not covered by Medicare, making quality healthcare more affordable. With a 70% chance of needing long-term care after turning 65, a long-term care policy could save you money and reduce stress on your loved ones. Their services also include financial planning to help secure your future and protect your assets. Life insurance is available to provide additional financial support for your loved ones in the event of your passing, with no income or estate tax implications. Senior Lifestyle Solutions takes the time to understand your needs and guide you through the process, ensuring you make informed decisions for your future.
1600 Valley River Dr #120, Eugene, OR 97401, United States -
Lake Crest
● ClosedLake Crest is a real estate agency located at 8106 Southeast Lake Road in Milwaukie, Oregon. The institution offers inviting homes with comforts and conveniences, along with a range of on-site amenities to cater to every lifestyle. Situated in a charming neighborhood, Lake Crest provides a quality living experience near Interstate 205. The studio, one, two, and three-bedroom apartments at Lake Crest are thoughtfully designed with spacious living areas, fully equipped kitchens, and walk-in closets. Select models also feature private balconies and patios for additional relaxation space. Residents can enjoy the refreshing pool, dog park, playground, and on-site laundry facilities on the weekends.
8106 SE Lake Rd, Milwaukie, OR 97267, United States -
Foster & Associates Inc
● ClosedFoster & Associates Inc is a reputable finance and insurance agency located at 25195 Southwest Parkway Avenue in Wilsonville, Oregon, United States. With a team of experienced professionals, we offer a wide range of financial services and insurance products to meet the diverse needs of our clients. Our commitment to providing personalized and comprehensive solutions sets us apart in the industry. Contact us today to learn more about how we can help you achieve your financial goals and protect what matters most to you.
25195 SW Parkway Ave #201, Wilsonville, OR 97070, United States -
Clarity Capital Management, LLC
● ClosedClarity 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.
7307 SW Beveland St Suite 200, Portland, OR 97223, United States -
Mariner Wealth Advisors
● ClosedMariner Wealth Advisors is a leading financial institution located at 8050 Southwest Pfaffle Street in Tigard, Oregon, United States. Specializing in comprehensive wealth management services, our team of experienced advisors is dedicated to helping clients navigate the complexities of financial planning and investment strategies. With a commitment to personalized service and a focus on long-term success, Mariner Wealth Advisors is trusted by individuals, families, and businesses alike to provide tailored solutions that meet their unique financial goals. Contact us today to learn more about how we can help you secure your financial future.
8050 SW Pfaffle St # 100, Tigard, OR 97223, United States -
Cornerstone Wealth Management
● ClosedCornerstone Wealth Management is a premier finance institution located at 486 Northwest 2nd Avenue in Canby, Oregon, United States. With a focus on providing personalized financial planning and investment management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Cornerstone Wealth Management is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.
486 NW 2nd Ave, Canby, OR 97013, United States -
Merrill Lynch Financial Advisor Gregory Soergel
● ClosedMerrill 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.
1211 SW 5th Ave #2400, Portland, OR 97204, United States -
Ironwood Wealth Consultants
● OpenIronwood 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.
11535 SW 67th Ave, Portland, OR 97223, United States -
Waterman Wealth Strategies
● ClosedWaterman Wealth Strategies is a leading financial institution located at 1753 Dollar Street in West Linn, Oregon, United States. Specializing in wealth management and financial planning, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and strategic investment strategies, we strive to provide our clients with the best possible financial solutions tailored to their individual needs. Trust Waterman Wealth Strategies to help you navigate the complexities of the financial world and build a secure financial foundation for you and your family.
1753 Dollar St, West Linn, OR 97068, United States -
Guiding Financial, LLC Financial Planning, Counseling and Coaching for Women
● ClosedGuiding Financial, LLC is a financial institution located in Eugene, Oregon, United States, specializing in financial planning, counseling, and coaching for women. Our fee-only financial advisor works closely with middle-income women to help remove uncertainty in their financial decisions, allowing them to enjoy the life they are creating in the present. Our services cover a wide range of financial topics, including investments, taxes, insurance, estate planning, cash flow, and retirement. At Guiding Financial, we believe in creating a personalized approach to financial planning, taking into consideration each client's values and goals. Our goal is to help women create financial security and freedom, allowing them to live a life they love and can afford. Our founder, with a background in financial planning and counseling, is dedicated to serving clients with the utmost care and respect.
207 E 5th Ave Suite 220, Eugene, OR 97401, United States -
Sage Wealth Strategies
● ClosedSage Wealth Strategies is a finance and insurance agency located at 576 Olive Street in Eugene, Oregon. Our mission is to help you achieve your dream retirement by providing personalized financial strategies tailored to your unique goals. Led by Ginger Ottesen since 2000, our team offers a comprehensive Sage Empowerment Process to analyze your current financial situation and create a customized retirement plan. Attend one of our informational events to learn more about retirement income strategies and wealth management. We also offer insurance products through Sage Wealth Strategies, LLC and investment advisory services through AE Wealth Management, LLC. Please note that investing involves risk and individuals should consult with a qualified professional before making any purchasing decisions. Contact us today to schedule a meeting and start working towards your ideal retirement.
576 Olive St #202, Eugene, OR 97401, United States -
Living Tree Financial Consulting
● OpenLiving Tree Financial Consulting, located at 3550 Liberty Road South in Salem, Oregon, offers comprehensive financial and investment planning services to help you secure a beautiful tomorrow. Our experienced professionals work with you to create custom strategies tailored to your specific financial goals, whether it's retirement planning, saving for college, or ensuring financial security for your loved ones. As a finance institution, we provide advisory services through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer and member of FINRA/SIPC, to residents of select states. Fixed insurance services are also available through Stefani Iverson.
3550 Liberty Rd S, Salem, OR 97302, United States -
Capstone Wealth Advisors
● ClosedCapstone Wealth Advisors is a premier financial institution located in Salem, Oregon. Our team of experienced advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Capstone Wealth Advisors is here to provide expert guidance and support. Visit us at 2005 Madrona Avenue Southeast to learn how we can help you secure your financial future.
2005 Madrona Ave SE, Salem, OR 97302, United States -
The Gescher Herber Group at TRUE Private Wealth Advisors
● ClosedThe Gescher Herber Group at TRUE Private Wealth Advisors is a renowned finance institution located at 1781 Liberty Street Southeast in Salem, Oregon, United States. With a team of experienced professionals, they provide expert financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Gescher Herber Group is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and commitment to helping you make informed financial decisions.
1781 Liberty St SE Ste. 200, Salem, OR 97302, United States
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