TOP 10 Individual tax planning in Portland, Oregon

Denton Accounting Inc is a reputable accounting and finance institution located at 9222 North Lombard Street in Portland, Oregon, United States. With a team of experienced professionals, Denton Accounting Inc offers a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Whether you are an individual or a business owner, Denton Accounting Inc is dedicated to providing personalized and efficient solutions to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.

Halle B Fisch CPA PC is a reputable accounting and finance institution located at 8191 North Lombard Street in Portland, Oregon, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Their commitment to excellence and personalized attention to each client's needs sets them apart in the industry. Whether you are an individual or a business owner, Halle B Fisch CPA PC is dedicated to helping you achieve your financial goals.

Countryside Accounting is a reputable accounting and finance institution located at 1070 Northwest Murray Boulevard in Portland, Oregon. Our team of experienced professionals specializes in providing a wide range of accounting services to individuals and businesses in the area. From tax preparation to financial planning, we are dedicated to helping our clients achieve their financial goals. With a commitment to excellence and personalized service, Countryside Accounting is the go-to destination for all your accounting needs in Portland.

H&R Block is a renowned accounting and finance institution located at 7906 Southwest Barbur Boulevard in Portland, Oregon, United States. With a team of expert tax professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is committed to helping you navigate the complex world of taxes and finances with ease and confidence. Visit us today to experience personalized and reliable financial solutions tailored to your specific needs.

Spada Teresa J CPA is a reputable accounting and finance institution located at 8448 Northeast 33rd Drive in Portland, Oregon, United States. With years of experience in the industry, Spada Teresa J CPA offers professional and reliable financial services to individuals and businesses. Their team of certified public accountants is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you need help with tax preparation, auditing, or financial planning, Spada Teresa J CPA is committed to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your accounting and finance needs.

NorthWest Taxperts is a leading accounting and finance institution located at 11250 Northeast Holman Street in Portland, Oregon. We specialize in providing reliable tax preparation services to hard-working individuals, ensuring that you can enjoy the best parts of life without the stress of handling your taxes. Our team of experienced tax professionals utilizes technology to facilitate open communication with our clients, offering phone and video calls to keep you involved and informed throughout the entire process. Whether you are filing individually, jointly, or facing a complex tax situation, we have the expertise and knowledge to handle any scenario with confidence and proficiency. Our innovative and creative solutions are designed to maximize your tax benefits and ensure that you receive the best return possible. We take pride in being a queer-owned and queer-friendly business, committed to inclusivity and creating a welcoming environment for everyone. Join our "fam" and experience exceptional service and support from a team that celebrates diversity and respects each individual. Schedule a phone call or video call appointment with one of our professional tax preparers to experience the convenience and efficiency of our services firsthand.

West Accounting Services is a reputable institution located at 4536 Northeast 102nd Avenue in Portland, Oregon. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to professionalism and excellence, we strive to help our clients achieve their financial goals and make informed decisions. Trust West Accounting Services for all your accounting and finance needs in the United States.

Litzer & Associates is a reputable accounting and finance institution located at 16221 Southeast Tibbetts Street in Portland, Oregon, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our expertise includes tax preparation, bookkeeping, financial planning, and more. Trust Litzer & Associates to help you navigate the complexities of the financial world and achieve your goals.

Jerome Devlaeminck CPA LLC is a reputable accounting and finance institution located in Portland, Oregon. With a convenient address at 12508 Northeast Halsey Street, this institution offers a wide range of professional services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, the team of experts at Jerome Devlaeminck CPA LLC is dedicated to providing top-notch solutions tailored to your specific needs. Trustworthy, reliable, and experienced, this institution is committed to helping clients achieve their financial goals.

Ray Richard CPA is a reputable accounting and finance institution located in Portland, Oregon. With a focus on providing top-notch financial services to individuals and businesses, Ray Richard CPA is committed to helping clients achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or bookkeeping, the experienced team at Ray Richard CPA is here to help. Conveniently located at 5933 Northeast Win Sivers Drive, Ray Richard CPA is dedicated to providing personalized and professional service to all clients.

H&R Block is a well-known accounting and finance institution located at 3858 Southeast 82nd Avenue in Portland, Oregon, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block has been a trusted name in the industry for many years. Whether you need assistance with filing your taxes or managing your finances, the professionals at H&R Block are dedicated to helping you achieve your financial goals. Visit their location in Portland for personalized assistance and expert guidance.

CASH Oregon is a financial institution located at 1010 Southeast Stark Street in Portland, Oregon. They specialize in providing accounting and finance services to individuals and families in need of financial assistance. Their team of experts is dedicated to helping clients manage their finances, create budgets, and achieve their financial goals. Whether you need help with taxes, budgeting, or financial planning, CASH Oregon is here to help you every step of the way. Visit their office today to learn more about how they can help you achieve financial stability and success.

Taxco is a reputable accounting and finance institution located at 14806 Southeast Powell Boulevard in Portland, Oregon. With a team of experienced professionals, Taxco offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal finances or a business in need of accounting support, Taxco is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals. Trust Taxco to provide reliable and efficient financial services tailored to meet your specific needs.

Bernardi & Spencer is a renowned institution located at 3331 Southeast Milwaukie Avenue in Portland, Oregon. Specializing in providing top-notch financial services, Bernardi & Spencer is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, the institution offers a wide range of services including financial planning, investment management, tax planning, and retirement planning. Clients can expect personalized attention and expert advice to help them navigate the complexities of the financial world. Visit Bernardi & Spencer today and take the first step towards a secure financial future.

Sonia Dimicoli, Bankers Life Agent, located at 6135 Northeast 80th Avenue in Portland, Oregon, is a trusted 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. As a Unit Field Trainer and Insurance Sales Representative, Sonia Dimicoli is dedicated to helping clients navigate their insurance needs, including understanding the WA Cares Fund, a mandatory payroll tax in Washington for long-term care expenses. Sonia can also assist with Medicare Advantage plans to find the right coverage for individual needs.

Marwood Plaza Apartments is a competitively priced income-restricted affordable housing institution located at 7200 Southeast Woodstock Boulevard in Portland, Oregon, United States. The apartments are intended for households earning 60% or less of the area median income, with some options available for households earning up to 80% of the area median income. Residents must have a household income of at least 1½ times the amount of the monthly rent. The institution offers income-based subsidized housing for households earning less than 50% of the area median income, with the resident portion of rent based on approximately 30% of gross income. Applicants must update their status every six months to remain on the waitlist. The HUD Tenant Selection Plan has been updated, and interested individuals can request a copy for more information.

The Law Office of Jonathan D. Mishkin, P.C. is a renowned institution located at 4380 South Macadam Avenue in Portland, Oregon, United States. Specializing in accounting, finance, and legal services, our team of experts is dedicated to assisting individuals and small businesses with tax, business, and estate planning matters. With a focus on both domestic and international tax planning and controversy, we offer representation for audits, appeals, and tax court cases. Our experienced team also helps clients prepare settlement offers for state and federal tax debt, ensuring the best possible outcome.

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.

Colin P. Mackenzie, Attorney at Law, located at 4511 Southeast 63rd Avenue in Portland, Oregon, is dedicated to helping clients with estate planning, business law, and probate matters. With a focus on preserving assets, creating legacies, and making important health care decisions, Mr. Mackenzie works closely with clients of all ages to develop personalized plans that meet their specific needs. From basic wills to advanced estate and tax trust planning, he provides a holistic approach to address each client's financial, family, and philanthropic goals. In times of loss, Mr. Mackenzie assists personal representatives with navigating the probate process, ensuring that assets are properly administered and distributed. For those with trusts in place, he offers guidance on trust administration to fulfill the wishes of the trust creator. Additionally, Mr. Mackenzie provides counsel on business matters, helping clients make informed decisions that impact tax liability, personal liability, and business management.

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.

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.

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.

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.

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.