Indigo Wealth Management

Numberman, LLC, based in Portland, Oregon, provides professional accounting, finance, and tax services led by Ben. Clients praise his thorough, approachable approach, clear explanations, and a stress-free, efficient experience. The firm serves nonprofit and small business needs with personalized attention, helping clients file confidently.

RELIABLE TAX is an accounting and tax service located at 3200 N Lombard St, Portland, OR 97217. Clients praise Michelle and Eric for thorough, fast, and accurate tax preparation and a well-organized online interface to submit and receive documents. The firm is noted for 5-star service by many, though one client cites timing and pricing concerns with a late-year filing.

Bridgetown Wealth Management in Portland delivers data-driven financial planning with a compassionate, client-focused approach. Reviewers highlight accessible advisors—Phil Jasso, Mike Ramey, Cole Mills, and Jacob Mills—who tailor plans to life events, inheritance management, college funding, and retirement. The team emphasizes education, ongoing support, and lasting peace of mind for families and individuals.

Located in Portland, Bartolme and Associates, PC CPA,s provides accounting, finance, and consulting services at 1314 NW Irving St Apt 709. Clients praise David and his team for plain-language guidance, thorough tax planning, and attentive bookkeeping. From tax returns and quarterly estimates to year-end filings, the firm emphasizes clarity, responsiveness, and affordable, high-quality service that helps small businesses stay compliant and financially confident.

Located at 919 NE 19th Ave, Portland, CASH Oregon provides free tax help for qualified individuals through dedicated volunteers. Reviewers praise kindness, friendliness, and professional handling that helps clients file taxes. Some feedback notes mixed experiences with staff, underscoring the need for respectful, accountable service in the community.

PDX Money Coaching offers compassionate, professional finance coaching in Portland's 97213 area. By building practical systems to pay down debt, save for big goals, and craft budgets that actually work, it helps clients feel confident and in control. Reviews highlight a nonjudgmental, resource-rich approach that turns financial stress into a clear path forward.