TOP 10 Tax consultancy in Portland, Oregon
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CASH Oregon
● ClosedCASH 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.
1010 SE Stark St, Portland, OR 97214, United States -
Taxco
● OpenTaxco 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.
14806 SE Powell Blvd, Portland, OR 97236, United States -
Johnny Walker - State Farm Insurance Agent
● ClosedJohnny Walker - State Farm Insurance Agent is an insurance agency located at 15 82nd Drive in Gladstone, Oregon, United States. Situated across from the Gladstone DMV in the Clackamas River Plaza, we have been proudly serving the Gladstone and greater Portland area since 2015. If you're looking for ways to celebrate your pet's Gotcha Day, we have some ideas to help you commemorate your furry friend's adoptiversary. We also offer information on common medical conditions that certain breeds of pets may be prone to.
15 82nd Dr #200, Gladstone, OR 97027, United States -
Gus Nadelhoffer - State Farm Insurance Agent
● ClosedGus Nadelhoffer - State Farm Insurance Agent is a health insurance agency located at 4818 Southwest Scholls Ferry Road in Portland, Oregon. Conveniently situated across the street from New Seasons Market on Scholls Ferry Road, our mission is to provide honest customer service and competitive prices to ensure that your needs are always put first. Our dedicated team, including Isabel who is fluent in both Spanish and English, is here to assist you with all your insurance-related inquiries, whether it's auto, renters, homeowners, or business insurance. We strive to educate our customers on potential risks and gaps in coverage, presenting ideas on how to address them and allowing you to make informed decisions. Our office in Raleigh Hills Oregon is easily accessible with plenty of parking available. For assistance with this website, please call (503) 292-2601. State Farm offers life insurance and annuities, while deposit products are provided by U.S. Bank National Association. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc. Please note that State Farm is not responsible for the content of third-party sites referenced in this material. For investment advice or tax and legal guidance, please consult the appropriate professionals.
4818 SW Scholls Ferry Rd, Portland, OR 97225, United States -
Richard Downie - State Farm Insurance Agent
● ClosedRichard Downie - State Farm Insurance Agent is an insurance agency located at 18335 Northwest West Union Road, Portland, Oregon, United States. Situated on the upper level of the shopping center at the corner of 185th and West Union Rd, our team is dedicated to providing personalized insurance solutions to meet your needs. Whether you are driving on rural roads or enjoying a steam bath, we offer tips and advice to help keep you safe and protected. Please remember to avoid sharing sensitive personal information online and contact us directly for assistance. For inquiries or accessibility concerns, please call (503) 645-8616. Trust State Farm for life insurance, annuities, and more. Remember, investing involves risk and it's important to consult a tax or legal advisor for personalized advice.
18335 NW West Union Rd j, Portland, OR 97229, United States -
Ryan Gelbrich - State Farm Insurance Agent
● ClosedRyan Gelbrich - State Farm Insurance Agent is a trusted insurance agency located at 15350 Southwest Sequoia Parkway in Portland, Oregon. With 53 years of combined insurance experience, we are dedicated to serving the entire state of Oregon, including Tigard, Tualatin, Beaverton, Hillsboro, Lake Oswego, West Linn, Wilsonville, and Sherwood. Our services include Auto Insurance, Renters Insurance, Home Insurance, Life Insurance, Health Insurance, Business Insurance, Commercial Insurance, Pet Insurance, Financial Services, and more. We strive to provide great coverage at affordable prices to our valued customers. Our team is committed to simplifying insurance and finances, treating our customers like family, and offering sound recommendations to empower informed decision-making. We believe in being good neighbors in our community and giving back whenever possible. We offer FREE insurance quotes, 24/7 Good Neighbor service, and a welcoming office environment with refreshments.
15350 SW Sequoia Pkwy Suite 180, Portland, OR 97224, United States -
Oregon Law Center
● OpenOregon 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.
McMinnville, OR 97128, United States -
The Law Office of Jonathan D. Mishkin, P.C.
● ClosedThe 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.
4380 S Macadam Ave # 190, Portland, OR 97239, United States -
Nicole B. Erickson, Attorney at Law, P.C.
● ClosedNicole B. Erickson, Attorney at Law, P.C. is a reputable law firm located at 6915 South Macadam Avenue in Portland, Oregon. Specializing in various legal matters, Nicole B. Erickson offers expert legal advice and representation in areas such as accounting, finance, and other legal services. With a strong commitment to providing personalized and effective legal solutions, clients can trust Nicole B. Erickson, Attorney at Law, P.C. to handle their legal needs with professionalism and integrity.
6915 S Macadam Ave #250, Portland, OR 97219, United States -
Pacific Cascade Legal
● ClosedPacific 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.
864 Promontory Pl SE, Salem, OR 97302, United States -
Zaro Law
● ClosedZaro 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.
1436 Commercial St NE, Salem, OR 97301, United States -
Samuels Yoelin Kantor LLP
● ClosedSamuels 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.
111 SW 5th Ave #3800, Portland, OR 97204, United States -
Buchalter
● ClosedBuchalter 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.
805 SW Broadway #1500, Portland, OR 97205, United States -
Fordham & Co Accounting
● ClosedFordham & 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.
233 SE 2nd Ave, Hillsboro, OR 97123, 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 -
Victory Financial Planning - Registered Investment Advisor
● ClosedVictory 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.
13535 SW 72nd Ave #165, Tigard, OR 97223, United States -
Mercer Advisors Wealth Management
● ClosedMercer 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.
12909 SW 68th Ave Suite 230, Tigard, OR 97223, United States -
CLS Financial Advisors
● ClosedCLS 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.
9700 SW Capitol Hwy # 285, Portland, OR 97219, United States -
Nathan Jones - Thrivent
● ClosedNathan 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.
9397 SW Locust St, Portland, OR 97223, United States -
Aldrich Wealth Advisors
● ClosedAldrich 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.
5665 SW Meadows Rd #200, Lake Oswego, OR 97035, United States -
Lakeside Financial Group
● ClosedLakeside 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.
16037 SW Upper Boones Ferry Rd Ste 150, Portland, OR 97224, United States -
Encompass Wealth Advisors, LLC
● ClosedEncompass 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.
15350 SW Sequoia Pkwy #250, Portland, OR 97224, United States -
AlpineCFO
● ClosedAlpineCFO 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.
15115 SW Sequoia Pkwy # 170, Portland, OR 97224, United States -
Van Beek & Co., LLC
● ClosedVan 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.
16045 SW Upper Boones Ferry Rd, Portland, OR 97224, 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 -
Skyline Financial Northwest
● ClosedSkyline 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.
2121 SW Broadway #100, Portland, OR 97201, United States -
Buckingham Strategic Wealth
● ClosedBuckingham Strategic Wealth is a finance institution located at 1211 Southwest 5th Avenue in Portland, Oregon, United States. As a client of Buckingham, you can expect a personalized and comprehensive approach to managing your wealth. Download their "Experience Is Everything" brochure to learn more about what it's like to work with them. With the upcoming elections, Buckingham can help you navigate potential changes in policies and legislation that may impact your finances. They also provide guidance on how to make the most of restricted stock units (RSUs) if your organization offers them as a form of compensation. Your values are at the core of every financial decision you make, and Buckingham can help align your financial plan with what matters most to you.
1211 SW 5th Ave #1200, Portland, OR 97204, United States -
Merrill Lynch Financial Advisor Michael A Hogan
● ClosedMerrill 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.
1211 SW 5th Ave #2400, Portland, OR 97204, United States -
Pat A Kimmer CPA
● ClosedPat 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.
13044 SW Broadmoor Pl, Portland, OR 97223, United States -
Carson Wealth
● ClosedCarson 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.
4949 Meadows Rd #600, Lake Oswego, OR 97035, United States
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