Somerset Wealth Strategies

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.

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.

Neumann Curtis CPAs, located at 121 SW Morrison St #1520 in Portland, provides accounting and tax services for individuals and businesses. Clients praise Robert Curtis and the team for deep tax knowledge, timely responses, and clear, thorough guidance across personal finances, business entities, and rental properties. The practice is noted for proactive communication and practical tax strategies that aim to maximize savings while ensuring compliance.

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.

Perkins & Co is a Portland-based accounting and consulting firm at 1211 SW 5th Ave, delivering expert, thorough financial guidance for business and personal needs. Clients praise the firm’s expertise, professionalism, and commitment to client satisfaction, including a 35-year relationship, tax planning, audits, and complex transactions. Reviews highlight Isaac Jones, Katie, Sean Wallace, and Paris Powell for guidance, availability, and trusted service.

Interactive Wealth Advisors, Inc. in Portland, OR provides finance consulting and investment advisory services. Clients praise Erik for prompt replies and clear, option-based guidance that helps informed decisions. Reviews note strong, fee-only planning aimed at aligning strategies with personal goals, protecting against losses, and, at times, outperforming broader markets.