Bartolme and Associates, PC CPA,s

Bartolme and Associates, PC CPA,s is an accountant in Portland, OR. The firm provides tax and accounting services to individuals and small to mid-sized businesses in Oregon and California. With over three decades of experience, the team handles individual and business income tax compliance, proactive tax planning, quarterly estimated payments, and book reviews. They navigate complex requirements involving rental properties, self-employment, stock options, and K-1s. The firm emphasizes people-oriented service and prompt, understandable communication, aiming to provide clear-vision financial health through tailored solutions.

David Bartolme, the principal CPA, has 20 years of experience advising small businesses and private clients. He focuses on studying the latest reporting and tax guidelines while ensuring clients understand their financial advice. The firm operates as a family-owned practice, believing that clear communication is vital to successful tax preparation. They offer remote video conferencing and handle paperwork electronically, allowing clients to work with CPAs from their business or home. The team includes a bookkeeper who assists with financial records, and the firm maintains a dedicated approach to helping clients manage their finances and taxes effectively.

The Portland office is located at 1314 NW Irving St, Unit 709. It sits on NW Irving Street, just about a tenth of a mile from Pacific University - Portland. The location is also within a tenth of a mile of Glisan 14 park and the intersection with Northwest 14th Avenue and Northwest Glisan Street. This placement in the Pearl District area provides convenient access to the surrounding neighborhood's educational and recreational facilities.

The business holds a rating of 4.90 based on one review. Customers have noted the thoroughness and promptness of the service, describing the team as helpful and responsive. The firm is recognized for its ability to explain complex tax matters clearly, helping small business owners make informed decisions about their finances.

Bartolme and Associates, PC CPA,s combines over 30 years of tax expertise with a client-focused approach in Portland, serving both local and California-based clients.

Services:

• Client Portal Access
• Expert Guidance
• Free Consultations
• Proactive Planning
• Tax Solutions