Wb Cpa

WB CPA is a public accounting firm in Portland, Oregon, serving individuals and businesses with personalized tax preparation, business planning, estate and trust tax services, and financial consulting. The firm specializes in tax planning and compliance, helping clients navigate evolving tax laws and regulations while aligning strategies with long-term financial goals. It offers tailored services for small businesses across industries, including real estate, healthcare, professional services, and consumer trades. The firm emphasizes building trusted, relationship-based client partnerships and provides support with complex processes such as PPP loan applications and forgiveness documentation. With a rating of 4.00 from four reviews, WB CPA is recognized for its attentive, client-focused approach.

The firm operates as a boutique practice with a focus on understanding each client’s unique business and personal financial needs. It leverages technology to process tax returns efficiently and accurately, enabling timely completion even with last-minute changes. Services include income tax preparation, business entity selection guidance, financial forecasting, and estate and gift planning to facilitate smooth asset transfers and reduce tax liabilities. The firm’s approach is rooted in collaboration, with an emphasis on proactive planning and ongoing monitoring of regulatory changes to optimize outcomes for clients.

Located at 111 SW Columbia St #715 in Portland, the firm sits just a short walk from the Revenue Division Service Center and near key city roads including Southwest 1st Avenue and Southwest Clay Street. It is also within a short distance of the Columbia River Crystal, a public artwork located on the city’s southwest corridor.

WB CPA is known for its commitment to client advocacy, combining professional precision with personal attention. The firm stands out for its ability to guide clients through complex financial challenges, particularly during periods of economic uncertainty. Its reputation is built on trust, clear communication, and a deep understanding of both individual and business financial dynamics. As a trusted advisor in Portland’s financial services landscape, WB CPA helps clients achieve stability and growth through tailored, forward-thinking solutions.

Services:

• Business Planning & Consulting
• Estate & Trust Tax Preparation
• Income Tax Preparation
• Tax Planning & Compliance