Services Offered
Tax Preparation and Filing
Comprehensive tax return services for individuals and businesses, ensuring accuracy and maximizing deductions.
Bookkeeping and Financial Cleanup
Organized bookkeeping to streamline finances, with responsive support from our skilled team.
Financial Consulting and Planning
Personalized advice and strategic planning tailored to your unique business or personal financial goals.
Quarterly Tax Estimates
Assistance with calculating and filing quarterly tax estimates to stay compliant and avoid penalties.
Business Tax Compliance
Guidance on state and federal tax regulations to ensure your business meets all legal requirements.
Reviews
5(5 reviews)
Rating Distribution
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Tracy Nguyen-Chung
via Google
11 months ago
I recommend Bartolme & Associates with no reservations. Dave is not only a thorough, meticulous, and diligent CPA, he is kind, thoughtful, and a skilled educator. As a small business owner, I've learned a great deal from Dave that has made managing my business finances and taxes much easier. Dave and his team as always extremely helpful and responsive when I need them, and are incredibly affordable for the level of service I receive.
C
Chris Meyervia Google
11 months ago
I'm an independent marketing consultant and I worked with David on my tax return and to clean up my books. From start to finish, the process was simple and effective. David took the time to understand my business so he could gear his recommendations to my unique situation. And he always went the extra mile to ensure I understood his advice and suggestions so I could make well-informed decisions and take greater control of my business's finances. His bookkeeper Carly was also very friendly, responsive, and communicative. I plan to continue working with David and his staff for all my accounting needs. UPDATE: I wrote the review above 4 years ago and have worked with David every year on my taxes and financial planning since. Everything I said about his guidance and services 4 years ago is just as true today as it was then.
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Michael Lindenbergervia Google
12 months ago
David has been my accountant for a decade and I have only positive things to say about him. He always ask the right questions in an effort to both save me money and make sure I'm in compliance with the state and IRS. He's also a super nice person and very easy to work with. I highly recommend his services.
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Matt Noevia Google
almost 2 years ago
David and his team are fantastic. I moved to Portland about a year ago and struggled to understand the numerous county taxes. David met with me, provided guidance, completed quarterly estimates and finalized my year-end filing. He uses plain language so I can understand, gives advice, is highly organized and ensures high quality controls. He is absolutely one of the best CPAs I've worked with from across the country.
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Steve Knutsonvia Google
almost 2 years ago
Working with Bartolme and Associates is great not only for my personal and business finances but also for my peace of mind. David is exceptional helpful and has become an important asset to my business. Highly recommended!
