Tax optimization in Oregon

Watershed Tax Advisors, LLC is a leading tax consulting firm located at 5520 South Macadam Avenue in Portland, Oregon. Our team of experienced professionals provides expert guidance and solutions to individuals and businesses seeking to navigate the complexities of tax laws and regulations. With a focus on personalized service and tailored strategies, we help our clients optimize their tax planning and minimize their liabilities. Trust Watershed Tax Advisors, LLC to provide you with comprehensive and reliable tax advice to help you achieve your financial goals.

PROFITON Inc. is a leading institution located in Beaverton, Oregon, United States, specializing in financial process optimization. With a focus on Close Enhancement, ERP Optimization, and SOX Program Enhancement, PROFITON Inc. pioneers innovative solutions to streamline financial operations. In Close Enhancement, our team of experts applies an auditor's approach to transform traditional methods into efficient and accurate practices. By embedding with your team, we provide training, tools, and documentation to ease the closing process and set a new standard for financial accuracy.

Cornerstone Tax Service & Financial Planning is a trusted institution located in Aurora, Oregon, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch services to help individuals and businesses with their tax and financial planning needs. Whether you need assistance with tax preparation, retirement planning, or investment strategies, our experts are here to help you navigate the complex world of finance. Visit us at 21356 Hubbard Cutoff Road Northeast and let us be your cornerstone for financial success.

Griffin Tax and Investment Services is a reputable institution located at 5200 Meadows Road in Lake Oswego, Oregon, United States. Specializing in accounting and finance services, this local government office is dedicated to providing top-notch tax and investment solutions to individuals and businesses in the area. With a team of experienced professionals, Griffin Tax and Investment Services is committed to helping clients navigate the complexities of financial management and achieve their long-term financial goals. Contact them today to learn more about their comprehensive range of services.

The Tax Strategist is a leading institution specializing in accounting and finance services. Located at 16205 Southeast McLoughlin Boulevard in Milwaukie, Oregon, United States, our team of experienced professionals are dedicated to helping individuals and businesses navigate the complexities of tax planning and strategy. With a commitment to providing personalized solutions tailored to each client's unique needs, The Tax Strategist is your trusted partner in achieving financial success. Contact us today to learn more about how we can help you optimize your tax strategy and maximize your financial potential.

Tax Tamer, located at 10952 Southeast 21st Avenue in Milwaukie, Oregon, is a reputable institution specializing in accounting and finance services. With a team of experienced professionals, Tax Tamer helps individuals and businesses navigate the complexities of tax laws and regulations to achieve optimal financial outcomes. Whether you need assistance with tax preparation, planning, or compliance, Tax Tamer is dedicated to providing personalized solutions tailored to your specific needs. Trust Tax Tamer to tame your tax worries and help you achieve financial success.

Harris Sliwoski LLP is a legal institution located at 511 Southeast 11th Avenue in Portland, Oregon, United States. Specializing in accounting, finance, and legal services, our team of experienced attorneys offers expert counsel to clients in Oregon's dynamic cannabis industry. We also provide guidance on various business and corporate legal matters, including due diligence, contract negotiation, arbitration, litigation, commercial real estate, and intellectual property law. Situated in the vibrant city of Portland, known for its thriving craft beer and coffee cultures, our team of attorneys at Harris Sliwoski LLP is well-versed in Oregon's legal landscape. We offer a wide range of practice areas to assist clients in achieving their legal goals, from business law to intellectual property and real estate.

Jason Smith at Buckingham Strategic Wealth is a finance institution located at 202 Oak Street in Hood River, Oregon, United States. The Hood River team is committed to bringing purpose to the financial planning process for individuals and families. With a focus on comprehensive financial needs throughout all stages of clients' careers, they offer personalized wealth planning and evidence-driven investment strategies to create a secure environment for open communication about financial dreams and concerns. As fiduciary advisors, the team at Jason Smith at Buckingham Strategic Wealth specializes in a wide range of wealth management services primarily for households in the Pacific Northwest. Their approach is centered on exploring clients' goals, building evidence-backed financial plans, and collaboratively putting those plans into action. They believe in always doing what is best and right for their clients.

Edward Jones - Financial Advisor: Rian Patrick is a trusted financial institution located at 701 Northeast Division Street in Gresham, Oregon. As a dedicated finance professional, Rian Patrick provides personalized investment and wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Rian Patrick can provide expert advice and guidance. With a commitment to building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Rian Patrick is the go-to destination for all your financial needs in the Gresham area.

BOK Accounting is a reputable institution located at 3000 Northeast Stucki Avenue in Hillsboro, Oregon, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. From tax preparation to financial planning, we offer a wide range of services to meet our clients' needs. Trust BOK Accounting to help you navigate the complex world of finance with expertise and integrity.

Sarah Shaw, CPA & Business Advisor is a reputable institution located at 2405 Northeast 13th Way in Hillsboro, Oregon. Specializing in accounting and finance services, Sarah Shaw provides expert advice and guidance to individuals and businesses looking to optimize their financial strategies. With a strong background in accounting and a keen understanding of business operations, Sarah Shaw is dedicated to helping her clients achieve their financial goals. Whether you are in need of tax preparation, financial planning, or business consulting, Sarah Shaw, CPA & Business Advisor is the trusted partner you can rely on for all your financial needs.

The Construction Financial Management Company is a trusted institution specializing in accounting and finance services for construction businesses. Located at 27831 Southeast Sweetbriar Road in Troutdale, Oregon, United States, the company offers expert financial management solutions tailored to the unique needs of the construction industry. With a team of experienced professionals, they provide comprehensive financial services to help construction companies optimize their operations and achieve their financial goals. Whether it's budgeting, forecasting, or financial reporting, The Construction Financial Management Company is dedicated to helping construction businesses thrive.

PERS & Retirement Consultants is a leading finance institution located at 4985 Battle Creek Road Southeast in Salem, Oregon, United States. Our team of experienced consultants specialize in providing personalized retirement planning services for individuals looking to maximize their PERS benefits and secure their financial future. Whether you are just starting to plan for retirement or are looking to optimize your current retirement strategy, our consultants are here to help you navigate the complex world of retirement planning. Contact us today to schedule a consultation and take the first step towards a secure and comfortable retirement.

McKenzie Services is a storage institution located at 8220 Northeast Walker Road, Hillsboro, Oregon, United States. We offer warehouse space and labor for receiving shipments of all sizes, from a few boxes to 40 foot containers. Our accurate inspection services range from basic carton checks to detailed unit inspections. We provide carton forwarding services, palletizing, and help with transitioning to LTL freight shipments. Our prep services for Amazon FBA include labeling, kitting, bundling, and more. We offer additional warehouse storage at better rates than Amazon, allowing you to split shipments and replenish stock as needed. Our proprietary software, EPIC, makes order tracking and shipping plans easy. We offer job trials for those unsure about committing to a prep center. All billing is processed automatically, saving you the hassle of invoices. Our services cater to online arbitrage, retail arbitrage, private label, and wholesale sellers. Let McKenzie Services help you scale your business without the need for your own warehouse and employees.

Hertsel Shadian, Attorney at Law, LLC is a reputable legal institution located at 21800 Southwest 91st Avenue in Tualatin, Oregon, United States. Specializing in accounting, finance, and legal services, Hertsel Shadian provides expert legal counsel and representation to clients in need of professional assistance with their financial and legal matters. With a strong track record of success, Hertsel Shadian, Attorney at Law, LLC is dedicated to providing top-notch service and achieving optimal outcomes for their clients.

Foster & Associates Inc is a reputable finance and insurance agency located at 25195 Southwest Parkway Avenue in Wilsonville, Oregon, United States. With a team of experienced professionals, we offer a wide range of financial services and insurance products to meet the diverse needs of our clients. Our commitment to providing personalized and comprehensive solutions sets us apart in the industry. Contact us today to learn more about how we can help you achieve your financial goals and protect what matters most to you.

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.

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.

Roehl & Yi Investment Advisors is an independent wealth management firm located in Eugene, Oregon, catering to high-net-worth individuals and qualified retirement plans along the West Coast. Our experienced team offers personalized financial planning and management services, collaborating with clients' attorneys and accountants to create tailored portfolios that align with their goals. Our WealthInsights program provides a comprehensive approach to estate planning, tax strategies, risk management, and asset protection. Stay informed with our MoneyMatters Market Updates and Money Manager Video Series, offering expert perspectives on economic trends and market developments.

Raul Valdivia CPA is a trusted accounting and finance institution located at 4985 Battle Creek Road Southeast in Salem, Oregon, United States. As a Certified Public Accounting Firm, we are dedicated to providing year-round support as a resource for ideas and problem-solving. Our team of experienced CPAs and Tax Advisors are committed to not only preparing your taxes and organizing your financials, but also educating our clients to make informed business decisions. We believe in taking a proactive approach by getting to know your business and fostering a strong partnership relationship. Our goal is to help you become more engaged in your business and feel confident in your financial decisions. Our team is bilingual and we are able to assist clients in both English and Spanish.

Rogue Advisors, located at 1246 Northeast 7th Street in Grants Pass, Oregon, is a finance institution that offers fully transparent, fee-only fiduciary services with no commissions or quotas. Their goal is to help clients reach their financial goals through comprehensive financial planning and investment management. The institution strives to simplify the financial planning and investing process, providing peace of mind through data-backed advice and personalized asset allocation based on individual risk tolerance and goals. Rogue Advisors is a uniquely designed financial advisor firm near the famous Rogue River in Grants Pass. They emphasize understanding clients' goals and values to provide tailored financial methods and personal assistance. The institution's mission is to help clients maximize their financial potential and achieve generational wealth with expert guidance and optimized investment strategies.

Levi Deshaw is a Financial Advisor at Ameriprise Financial Services, LLC located at 6650 Southwest Redwood Lane, Portland, Oregon, United States. Levi holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Levi specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Levi is dedicated to upholding the highest standards of ethics and expertise in the field of finance, ensuring that clients receive tailored and strategic financial advice to meet their unique needs and goals. Contact Levi Deshaw today for expert financial guidance and planning.

Horst & Graben Wealth Management is a prestigious finance institution located at 3 Centerpointe Drive in Lake Oswego, Oregon, United States. With a strong reputation for providing top-notch financial services, their 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 wealth, Horst & Graben Wealth Management offers personalized solutions tailored to meet your specific needs. Trust in their expertise and commitment to excellence for all your financial needs.

Pave Advisory Team - Ameriprise Financial Services, LLC is a finance institution located at 600 Northwest Naito Parkway in Portland, Oregon, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The team documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and accounts from any device securely. The institution provides a complimentary initial consultation to get started. They offer seminars on various financial topics and are named one of the Most Trusted Wealth Management Companies. Ameriprise Financial advisors are registered in certain U.S. states. The institution emphasizes one-to-one financial advice and exceptional client service. They cannot guarantee future financial results. Users agree to the terms of the Ameriprise Financial Website Rules and Regulations. Referrals are appreciated, and the team will reach out to them soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

DH Wealth Management is a premier financial institution located in Lake Oswego, Oregon. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Visit us at 696 McVey Avenue to learn more about how DH Wealth Management can help you secure a prosperous financial future.

Aaron Traxton, CPA is a trusted accounting and finance institution located at 12725 Southwest 66th Avenue in Tigard, Oregon, United States. With a team of experienced and knowledgeable CPAs, they provide a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual seeking personal financial advice or a business looking to optimize your financial strategies, Aaron Traxton, CPA is dedicated to helping you achieve your financial goals. With a commitment to integrity and excellence, they are the go-to institution for all your accounting and finance needs.

Hoskins & Associates, Inc is a trusted accounting and finance institution located at 2004 Main Street in Forest Grove, Oregon, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, you can rely on their expertise to help you navigate the complexities of the financial world. Visit them today to see how they can assist you in achieving your financial goals.

Wood William R CPA is a reputable accounting and finance institution located at 486 Southwest Pemberly Loop in McMinnville, Oregon. With years of experience and expertise in the field, they offer a wide range of financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, their team of certified public accountants is dedicated to providing top-notch service and personalized solutions. Trust Wood William R CPA to help you navigate the complexities of the financial world and achieve your goals.

Hudspeth & Company, PC is a reputable accounting and finance institution located at 9370 Southwest Greenburg Road 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 providing personalized and reliable financial solutions has earned them a strong reputation in the industry. Whether you are an individual or a business owner, Hudspeth & Company, PC is dedicated to helping you achieve your financial goals.

Jered Souder CPA LLC is a reputable accounting and finance institution located at 225 East 4th Avenue in Eugene, Oregon, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, bookkeeping, and more. Clients can trust Jered Souder CPA LLC for accurate and reliable financial solutions to meet their individual or business needs.