Specialized tax services in Oregon

Cathedral Consulting, LLC is a finance institution located at 950 Southeast Oak Avenue in Roseburg, Oregon, United States. They specialize in providing expert financial consulting services to individuals and businesses, helping them navigate complex financial decisions and achieve their financial goals. With a team of experienced professionals, Cathedral Consulting, LLC offers personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with tax preparation, Cathedral Consulting, LLC is dedicated to helping you make informed financial decisions and secure your financial future.

BRL CPA LLC is an accounting and finance institution located at 727 Southeast Cass Avenue in Roseburg, Oregon, United States. Specializing in accounting and consulting services, tax preparation for businesses, individuals, estates, and trusts, BRL CPA LLC is dedicated to building strong relationships with each client. As a licensed CPA in Oregon, BRL CPA LLC offers a range of services including bookkeeping, payroll, accounting, fractional CFO/consulting services, and tax preparation. The institution is committed to staying updated on accounting and tax law changes and utilizing technology to provide a personalized experience for each client.

Wicks Emmett LLP is a leading CPA firm located at 358 Northeast Winchester Street in Roseburg, Oregon. Specializing in accounting and finance, we offer top-notch professional services with a focus on integrity and innovation. Our team of experts utilizes the latest technology to deliver timely and efficient results for our clients. We are dedicated to work-life balance and are deeply committed to improving our communities. While our primary client base is in Southern Oregon, including Douglas, Josephine, and Klamath counties, we also serve clients in cities such as Portland, Salem, Eugene, Medford, and Bend, as well as clients in various states across the country. Whether it's solving complex issues for large businesses or assisting small business owners, we take pride in providing tailored solutions to meet our clients' needs.

Chappell Charles H CPA is a trusted institution located at 358 Northeast Winchester Street in Roseburg, Oregon, United States. Specializing in accounting and finance services, they cater to individuals and businesses in the health care/medical and insurance fields. Managed by Chuck Chappell, a licensed CPA and certified valuation analyst, the firm prides itself on providing tax, accounting, and CFO services with a focus on trust and integrity. Chuck's commitment to his clients' financial success is evident in his dedication to offering personalized and expert advice. With a team of professionals offering a wide spectrum of services, including business valuation, consulting, and tax planning, Chappell Charles H CPA ensures that their clients receive the best expertise available. Affiliated with RSM Global's Firm Foundation Program, the firm has access to niche specialties and resources, allowing them to provide seamless and efficient service to clients. Chuck's passion for his work is reflected in his seasonal approach, where he takes the time to reconnect with clients during busy seasons and offer tailored solutions to their financial needs. In his free time, Chuck enjoys golf, cycling, church activities, and spending time with his family. With a focus on industries such as health care/medical, insurance, business, real estate, construction, and forest products, Chappell Charles H CPA offers a comprehensive range of services including medical consulting, business valuations, tax preparation, and financial planning. With a team of dedicated professionals, Chappell Charles H CPA is committed to providing the highest-quality services with integrity and innovation, making them the premier CPA firm in Southern Oregon.

Hales Wealth Management is a team of experienced advisors affiliated with D.A. Davidson & Co., a member of the Securities Investor Protection Corporation (SIPC). Located at 111 South Main Street in Pendleton, Oregon, our institution specializes in providing comprehensive financial planning and investment management services to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to build long-lasting relationships based on trust and integrity. Contact us today to learn more about how we can help you secure your financial future.

Healthy Bodies of Finance is a specialized institution located at 19365 Southwest 65th Avenue in Tualatin, Oregon, United States. Our focus is on providing financial education, outsourced accounting, bookkeeping, and financial management (CFO services) for holistic health, wellness, and alternative medicine practices. Testimonials from satisfied clients like Julie E. and Lori P. speak to the quality of our services. Our team, led by Lozelle, an MBA, Certified Fraud Examiner, and Healthcare Industry Accounting and Finance Expert, is dedicated to helping businesses in the health and wellness sector make smart, financially strategic choices. We offer modern, cloud-based solutions to streamline processes and increase efficiency.

Cobalt, P.C. is a professional accounting, finance, and real estate agency located at 2009 Northeast Alberta Street, Portland, Oregon, United States. Our team is dedicated to helping you succeed in the real estate and property management industry. With over 30 years of experience, we offer specialized accounting services tailored to the needs of real estate investors and businesses. From tax filing to financial planning, we are committed to providing top-notch services to help you reach your goals. Our licenses include Oregon CPA Firm #2651, Montana CPA Firm #30507, California Out-of-State CPA Firm #OFR723, and Hawaii CPA Firm #FPTP-1240. Choose Cobalt to elevate your business to the next level.

Veritas Wealth Management is a leading financial institution located at 15 82nd Drive in Gladstone, Oregon, United States. Specializing in personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Veritas Wealth Management offers tailored solutions to meet your unique needs. Trust us to provide expert guidance and support as you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards financial success.

Summa Global Advisors is a leading financial institution located at 12901 Southeast 97th Avenue in Clackamas, Oregon, United States. Specializing in providing expert financial advice and services, Summa Global Advisors is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Summa Global Advisors is a trusted partner for all your financial needs.

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.

Ortquist & Associates, PC is a local CPA firm located at 11160 Northeast Halsey Street in Portland, Oregon. Specializing in accounting and finance, we offer individual and business tax services with a personal touch. Our team is dedicated to making a difference for our clients, community, country, and world. As a member of B1G1, we donate to the charity of your choice when you work with us. Choose Ortquist & Associates, PC for professional services with a heart for giving back.

Fiducial Expertise Portland is a trusted advisor and back-office service provider located in Portland, Oregon. With a stunning backdrop of Mount Hood, Portland offers a mix of cosmopolitan atmosphere and small-town warmth, making it an ideal location for all types of tours. At Fiducial, we understand the value of hard work and strive to provide top-notch services to businesses. Our offerings include financial management, tax planning, payroll processing, and business reviews to help you make informed decisions and operate efficiently.

Powers Howard Quimby LLP Certified Public Accountants is a reputable accounting firm located at 450 Country Club Road in Eugene, Oregon, United States. Specializing in accounting and finance services, our experienced team of professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to excellence and a strong reputation for integrity, our firm is trusted by clients to handle their financial needs with precision and expertise. Whether you need help with tax preparation, auditing, or financial planning, Powers Howard Quimby LLP is here to assist you every step of the way.

Thrivent Financial - Parallel 45 Associates is a finance institution located at 103 McNary Estates Drive North in Keizer, Oregon, United States. Our team of experienced professionals specializes in providing personalized financial planning and investment solutions tailored to meet the unique needs and goals of our clients. With a focus on building long-term relationships and delivering exceptional service, we strive to help individuals and families achieve financial security and success. Contact us today to learn more about how we can assist you in reaching your financial objectives.

Daniel Dollinger CPA CFP is a trusted institution located at 28652 Southwest Costa Circle East in Wilsonville, Oregon. Specializing in accounting and finance, Daniel Dollinger offers a range of services including investment management, tax consulting, financial planning, and more. With over 25 years of experience in the financial industry, Daniel Dollinger is committed to helping clients achieve financial security and peace of mind. As a CPA and CFP professional, Daniel Dollinger provides integrated tax planning and financial advice to families and individuals. His firm, Dollinger Management, Inc., is a Registered Investment Adviser within the State of Oregon, offering fee-only investment management services. Clients can expect personalized and transparent financial solutions tailored to their needs.

Andrew Martinez - TIAA Financial Consultant is a trusted institution located at 9900 Southwest Greenburg Road in Portland, Oregon. As a finance institution, we specialize in providing expert financial consulting services to help our clients achieve their financial goals. With years of experience in the industry, our team of professionals is dedicated to providing personalized and tailored financial solutions to meet the unique needs of each client. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Andrew Martinez - TIAA Financial Consultant is here to guide you every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Edward Jones - Financial Advisor: Bret L Reiner, CFP®|AAMS™ is a reputable financial institution located at 1800 Blankenship Road in West Linn, Oregon, United States. Specializing in providing personalized financial planning services, Bret L Reiner, a Certified Financial Planner and Accredited Asset Management Specialist, is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Edward Jones - Financial Advisor: Bret L Reiner, CFP®|AAMS™ is committed to providing expert guidance and support every step of the way.

Signature Estate & Investment Advisors, LLC is a prominent finance institution located at 4145 Southwest Watson Avenue in Beaverton, Oregon, United States. With a team of experienced advisors, they specialize in providing personalized financial planning and investment management services to help clients achieve their long-term financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Signature Estate & Investment Advisors, LLC is dedicated to providing top-notch financial guidance and support.

Merrill Lynch Financial Advisor Graeme Newhouse, located at 1211 Southwest 5th Avenue in Portland, Oregon, is a finance institution dedicated to bringing options to life and discovering new paths of opportunity for its clients. The Newhouse Sheridan Group is a wealth management team with expertise in equity compensation, corporate benefits, personalized planning, and wealth management. Through collaborative teamwork and in-depth conversations with clients, the institution aims to provide thoughtful advice and guidance for all financial matters. With over 30 years of combined experience, the team specializes in working with employees, founders, and C-suite executives in the Equity Compensation arena, providing services such as wealth planning, employee education, trading guidance, and implementation of trading plans. Utilizing proprietary planning tools, the institution offers analysis on stock options, awards, and strategies to help clients make informed decisions and achieve their financial goals. With a focus on regulatory compliance, risk mitigation, and tax minimization, Merrill Lynch Financial Advisor Graeme Newhouse is committed to helping clients live their best financial lives.

Morrissey Financial is a reputable finance institution located at 720 Center Street in Oregon City, Oregon, United States. Specializing in a wide range of financial services, Morrissey Financial is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Morrissey Financial is dedicated to providing top-notch service and expertise. Visit their office today to start securing your financial future.

Jennifer de Thomas, CFP is a reputable finance institution located in Portland, Oregon, United States. Specializing in financial planning and wealth management, Jennifer de Thomas, CFP offers personalized services to help clients achieve their financial goals. With a Certified Financial Planner designation, Jennifer de Thomas is dedicated to providing expert advice and guidance to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or seeking investment opportunities, Jennifer de Thomas, CFP is committed to helping you make informed financial decisions. Contact them today to schedule a consultation and start building a solid financial foundation.

Shawn Ryan - Thrivent is a finance institution located at 4747 Skyline Road South in Salem, Oregon, United States. Specializing in financial planning and investment services, Shawn Ryan - Thrivent is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, they offer personalized advice and guidance to help clients make informed decisions about their money. Whether you're planning for retirement, saving for a major purchase, or looking to grow your wealth, Shawn Ryan - Thrivent can provide the support and expertise you need to succeed.

Campbell Wealth Management is a trusted financial institution located at 2425 13th Street Southeast in Salem, Oregon, United States. Specializing in comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a personalized approach and a commitment to excellence, Campbell Wealth Management offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Contact us today to learn how we can help you build and protect your wealth for the long term.

Edward Jones - Financial Advisor: Craig A Leonard, AAMS™ is a renowned finance institution located at 2300 Oakmont Way in Eugene, Oregon, United States. Specializing in providing expert financial advice and services, Craig A Leonard, AAMS™ is dedicated to helping clients achieve their financial goals and secure their futures. With a focus on personalized financial planning and investment strategies, Edward Jones - Financial Advisor: Craig A Leonard, AAMS™ is committed to providing top-notch service and support to clients looking to build wealth and financial stability.

Juli Marstall, Financial Advisor at Eagle Strategies, located in Gold Beach, Oregon, offers a range of financial services to help clients meet their needs and goals. Specializing in customized insurance and financial solutions, Juli works closely with clients to develop comprehensive strategies that address current needs and future goals, while also helping to transfer wealth to the next generation. From life insurance to investments, Juli can help clients protect their families, assets, and businesses from life's unexpected events, as well as pursue greater returns and a more secure retirement. With access to the tools and resources of Eagle Strategies, Juli is committed to building successful, long-term relationships with clients and providing guidance and support through life's biggest moments. Whether you're looking to maintain your lifestyle in retirement, protect your family's future, or plan for big expenses, Juli Marstall can help you navigate the complex world of finance and create a plan that works best for you.

Merrill Lynch Private Wealth Advisor Jeff Terrill, located at 1211 Southwest 5th Avenue in Portland, Oregon, is a finance institution that offers insights and industry-leading research to help clients keep their priorities front and center. The team at Robertson Terrill Gypmantasiri Gunnari & Associates serves clients who value seasoned advice and insight during major financial and life transitions. The advisors at Merrill Private Wealth Management are trained to meet specialized needs with personalized service based on trust. The institution has received recognition from Forbes for their exemplary client service, including being named "Best-in-State Wealth Advisors" and "Top Next-Generation Wealth Advisors". With over $1.7 billion in assets under management, the team serves a diverse group of clients, including business owners, professionals, successful women, members of the LGBTQ community, and generations of families primarily on the West Coast.

Merrill Lynch Private Wealth Advisor Siri Gypmantasiri, located at 1211 Southwest 5th Avenue in Portland, Oregon, is a finance institution that offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. The team at Robertson Terrill Gypmantasiri Gunnari & Associates is a multi-generational group of professionals who provide seasoned advice and insight for major financial and life transitions. They specialize in serving clients who value trust and personalized service, offering strategies designed to help achieve their goals. The advisors at Merrill Private Wealth Management do not provide legal, tax, or accounting advice, but work closely with clients to meet their specialized needs. The team has been recognized by Forbes for their exceptional client service and expertise in wealth management. With over $1.7 billion in assets under management, they cater to a diverse range of clients, including business owners, professionals, successful women, and LGBTQ community members.

Merrill Lynch Private Wealth Advisor Drew Pinson, located at 1211 Southwest 5th Avenue in Portland, Oregon, is a leading finance institution dedicated to providing expert analysis and industry-leading research to help clients stay ahead in their financial goals. The institution, known as Robertson Terrill Gypmantasiri Gunnari & Associates, is a multi-generational team of professionals offering seasoned advice and insight to clients undergoing major financial and life transitions. With a focus on building relationships based on trust and personalized service, the private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet the specialized needs of their clients. Recognized by Forbes for their exemplary client service, the team at Robertson Terrill Gypmantasiri Gunnari & Associates is committed to helping clients achieve their goals through a goals-based wealth management approach. With over $1.7 billion in assets under management, the team works with individuals, families, business owners, and executives, providing services typically reserved for the world's largest institutions.

M Wealth is a finance institution located at 1125 Northwest Couch Street in Portland, Oregon, United States. Our experienced investment professionals provide specialized investment management services rooted in academic research. We offer a robust, cost-effective investment advisory solution by combining a long-term, data-driven approach with the resources and partnerships of M Financial. Our website features interactive calculators that can help you with various financial planning needs, such as determining monthly loan payments, estimating college tuition costs, calculating estate tax liability, projecting future investment values, planning for retirement income, and more.

Martin Capital Partners LLC is a finance institution located at 940 Willamette Street in Eugene, Oregon, United States. As a leading financial firm, we specialize in providing expert investment advice and portfolio management services to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and sound investment strategies. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Martin Capital Partners LLC is here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you reach your financial goals.