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TOP 30 Individual tax services in Portland, OR
289 results found
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CASH Oregon
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
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
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.
M Financial Group
M Financial Group is a leading institution located at 1125 Northwest Couch Street in Portland, Oregon, United States. We are thrilled to announce the appointment of our new President and CEO, Russell Bundschuh. At M Financial Group, we provide exclusive solutions and services for exceptional clients. Our collaborative community brings together innovative thinkers and experts to create tailored solutions in life insurance, wealth management, and executive benefits for high net worth and corporate clients. Financial institutions and membership organizations benefit from our custom solutions scaled for superior service. Attorneys, tax professionals, family offices, and other professionals seek out our expertise. We partner with industry-leading carriers to drive product innovation and deliver superior client service. For individuals, families, and business owners, M Financial serves as the gateway to our Member Firms and partners.
Oregon Law Center
Oregon Law Center is a legal institution located in McMinnville, Oregon, United States. We have a wide network of Client Service Offices throughout the state, including Coos Bay, Grants Pass, Gresham, Hillsboro, Lane County, Portland, Ontario, Salem, St. Helens, and Woodburn. Our Statewide Offices include the State Support Unit, Statewide Administration, Public Affairs, and the Low Income Taxpayer Clinic. Located at The Eagle Building on NE 5th Street, our mission is to achieve justice for low-income communities in Oregon by providing high-quality civil legal services. Oregon Law Center is committed to non-discrimination, ensuring equal access to justice for all individuals regardless of age, race, color, national origin, religion, sex, sexual orientation, disability, or any other protected status.
The Law Office of Jonathan D. Mishkin, P.C.
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.
Pacific Cascade Legal
Pacific Cascade Legal, located at 864 Promontory Place Southeast in Salem, Oregon, offers expert legal services in the areas of accounting, finance, and law. Additionally, they have a location at 9320 SW Barbur Boulevard, Suite 160 in Portland, OR. Specializing in bankruptcy law, Pacific Cascade Legal helps individuals understand the pros and cons of filing for bankruptcy, guiding them through the process with care and expertise. With a thorough understanding of Oregon's bankruptcy laws, their team of experienced lawyers provides personalized support to each client, ensuring they find the best debt relief option for their unique situation. Whether you are considering Chapter 7, Chapter 13, or Chapter 11 bankruptcy, Pacific Cascade Legal is dedicated to helping you navigate the legal process and protect your rights. Contact them at (888) 981-9511 for a free initial consultation with their Oregon bankruptcy lawyers.
Zaro Law
Zaro Law is a reputable law firm located at 1436 Commercial Street Northeast in Salem, Oregon. Specializing in bankruptcy law, Zaro Law understands that life can present financial challenges. Whether you are facing credit card debt, medical bills, tax debt, or other financial burdens, Zaro Law is here to help. Led by experienced and compassionate bankruptcy lawyer Laura Zaro, the firm offers quality representation at a fair and affordable price. Zaro Law can assist with stopping garnishments, lawsuits, and creditor harassment through the bankruptcy process.
Joshua Cheves, Bankers Life Agent
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
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.
LetsLabel
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.
Fordham & Co Accounting
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
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 - Registered Investment Advisor
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
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
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
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
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
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
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
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
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.
BMO Family Office
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
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.
MOLVI CPA, LLC
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.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 1211 Southwest 5th Avenue in Portland, Oregon. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in all market conditions. We go beyond traditional wealth planning advice to offer retirement income planning, guidance on stock positions, and access to estate planning services. Our advisors are dedicated to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies that align with their long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors supported by the investing insights of Merrill and the resources of a global financial services firm. Our advisors are committed to helping clients pursue their financial and life goals by understanding their unique needs and collaborating on personalized financial strategies.
Geffen Mesher & Co
Geffen Mesher & Co is a leading accounting and finance institution located at 888 Southwest 5th Avenue in Portland, Oregon, United States. With a team of skilled professionals, Geffen Mesher & Co offers a wide range of services including tax planning, audit and assurance, and business consulting. Their commitment to excellence and client satisfaction sets them apart as a trusted partner for individuals and businesses seeking financial expertise. Visit Geffen Mesher & Co today to discover how they can help you achieve your financial goals.
Private Wealth Management | U.S. Bank
Private Wealth Management at U.S. Bank, located at 111 Southwest 5th Avenue in Portland, Oregon, is dedicated to helping individuals and families achieve their financial goals. Our team in Portland has extensive experience working with a diverse range of clients, including business owners, corporate executives, and women. We are committed to providing personalized advice to help you create the life and legacy you envision. Our team in Portland is deeply rooted in the community and believes in giving back. Over the past three years, we have contributed $6 million in charitable giving and 42,000 volunteer hours to support various causes in the area. We are actively involved in supporting the arts, human services, community development, and more.
Schwindt & Co
Schwindt & Co is a reputable accounting and finance institution located in Portland, Oregon. With a focus on providing top-notch financial services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Schwindt & Co is here to provide expert guidance and support. Visit us at 3407 South Corbett Avenue to learn more about how we can help you manage your finances effectively.
Tracy Fisher, CPA LLC
Tracy Fisher, CPA LLC is a reputable accounting and finance institution located at 5200 South Macadam Avenue in Portland, Oregon, United States. Specializing in providing top-notch financial services, Tracy Fisher, CPA LLC offers expert advice and assistance to individuals and businesses in managing their finances effectively. With a team of experienced professionals, they are dedicated to helping clients achieve their financial goals and ensuring their financial success. Whether you need help with tax preparation, bookkeeping, or financial planning, Tracy Fisher, CPA LLC is here to provide reliable and personalized service.
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