# Source: https://taxstrategistdirectory.com/shortlists/cities/portland-or/ CITY & STATE BUYER RESEARCH # 12 Tax and Accounting Firms to Research in Portland, Oregon Explore a sourced Portland, Oregon firm shortlist from AE Tax Advisors’ directory, with location records, provider questions, and clear selection criteria. FEATURED PUBLISHER · AE TAX ADVISORS ## Your next business decision deserves a clear tax plan. AE Tax Advisors, founded and led by Christina Nortman, CPA, Founder and Principal, helps business owners and real estate investors connect the decisions around their business, property, and personal tax picture. Bring your next purchase, growth milestone, or ownership decision to a focused discovery conversation. Discuss the advisory scope, responsibilities, and next steps before you commit.[Book a Call with AE Tax Advisors ↗](https://www.aetaxadvisors.com/discovery?utm_source=taxstrategistdirectory&utm_medium=local_shortlist&utm_campaign=advisory) [Meet Christina Nortman, CPA, and review AE’s services](https://taxstrategistdirectory.com/firms/ae-tax-advisors/) AE owns and publishes this directory. Featured placement is publisher promotion. Confirm service availability for your location; this guide does not imply a local AE office. ## How this shortlist was selected This collection includes 12 alphabetical examples from 30 directory records assigned to Portland, Oregon. Selection uses the location recorded in our sources, not client results, fees, reviews, or a quality score. Numbers identify entries and do not rank professional performance. The underlying profiles retain their source links. ## Set the scope for your region This Portland, Oregon shortlist draws on 30 distinct firm listings with that city and state in their source records. Show candidates the full operating footprint, including remote teams, property holdings, and planned expansion. Ask what can be handled remotely, what requires local coordination, and who owns each filing and implementation deadline. Ask whether meetings are local or remote and which professional will be responsible for your entities and states. A nearby address alone does not establish the advisory work you need. A listed location describes the source record. It does not establish every office, current licensing, a service territory, or whether the provider will accept your engagement. Confirm those points before comparing proposals. - ## [Bee K Ong CPA LLC](https://taxstrategistdirectory.com/firms/bee-k-ong-cpa-llc/) Listed location: Portland, OR. Bee K Ong CPA LLC is listed in a CPA society directory in Portland, OR. The member-provided record lists Budgeting & Forecasting, Closely Held Business, Consulting Services, College Planning, Estate Planning. Confirm current availability, professional credentials, and engagement scope directly. Documented service categories: Budgeting & Forecasting, Closely Held Business, Consulting Services, College Planning, Estate Planning, Electronic Filing, Offers in Compromise, Payroll, Personal Financial Planning, Tax - International, Tax - Multi-State, Tax - State & Local, Tax - Corporate, Business Advisory Services, Bookkeeping, Business Startups, Business & Strategic Planning, Elder Care Services, Estate Trust & Gift Taxes, Foreign Language-Mandarin, IRS/ODR Representation, Retirement Planning, Small Business Plan/Issues, Tax - Individual, Tax - Not-for-Profits, Tax - Out-of-State. [Review the listing and its sources](https://taxstrategistdirectory.com/firms/bee-k-ong-cpa-llc/). - ## [Cobalt PC](https://taxstrategistdirectory.com/firms/cobalt-pc/) Listed location: Portland, OR. Cobalt PC is listed in a CPA society directory in Portland, OR. The member-provided record lists Accounting, Asset Management & Protection, Accounting Systems, Budgeting & Forecasting, Compilation & Review. Confirm current availability, professional credentials, and engagement scope directly. Documented service categories: Accounting, Asset Management & Protection, Accounting Systems, Budgeting & Forecasting, Compilation & Review, Cost Segregation, CFO Outsourcing, Closely Held Business, Consulting Services, Estate Planning, Electronic Filing, Personal Financial Planning, Quickbooks Consulting, Technology or Internet/Web Advisory, Tax - Multi-State, Trustee Reporting & Accountability, Tax - State & Local, Tax - Corporate, Business Succession, Business Advisory Services, Bookkeeping, Business Startups, Business & Strategic Planning, Estate Trust & Gift Taxes, Forensic/Fraud, IRS/ODR Representation, Leases & Loans, Litigation Support Services, Management Advisory, Real Estate Management, Real Estate Investment Trusts, Real Estate Tax, Small Business Plan/Issues, Self Employment, Tax - Controversies, Tax - Out-of-State. [Review the listing and its sources](https://taxstrategistdirectory.com/firms/cobalt-pc/). - ## [Culshaw and Company LLC](https://taxstrategistdirectory.com/firms/culshaw-and-company-llc/) Listed location: Portland, OR. Culshaw and Company LLC is listed in a CPA society directory in Portland, OR. The member-provided record lists Asset Management & Protection, Accounting Systems, Budgeting & Forecasting, Business Combinations, Business Valuations. Confirm current availability, professional credentials, and engagement scope directly. Documented service categories: Asset Management & Protection, Accounting Systems, Budgeting & Forecasting, Business Combinations, Business Valuations, Closely Held Business, Consulting Services, Estate Planning, Electronic Filing, Personal Financial Planning, Performance Measurement, Tax - Multi-State, Tax - Corporate, Business Succession, Bookkeeping, Business Startups, Business & Strategic Planning, Estate Trust & Gift Taxes, Investment Advisory Services, IRS/ODR Representation, Leases & Loans, Liquidations/Receiverships, Mergers & Acquisitions, Management Advisory, Real Estate Tax, Retirement Planning, Small Business Plan/Issues, Self Employment, Tax - Individual. [Review the listing and its sources](https://taxstrategistdirectory.com/firms/culshaw-and-company-llc/). - ## [Dougall Conradie LLC](https://taxstrategistdirectory.com/firms/dougall-conradie-llc/) Listed location: Portland, OR. Dougall Conradie LLC is listed in a CPA society directory in Portland, OR. The member-provided record lists Business Combinations, Compilation & Review, CFO Outsourcing, Closely Held Business, Consulting Services. Confirm current availability, professional credentials, and engagement scope directly. Documented service categories: Business Combinations, Compilation & Review, CFO Outsourcing, Closely Held Business, Consulting Services, Consolidations, College Planning, Controllership, Estate Planning, Employee Benefit Plans, Municipal Audits, Payroll, Quickbooks Consulting, Tax - Multi-State, Tax - State & Local, Tax - Corporate, Auditing, Business Succession, Business Advisory Services, Bookkeeping, Business Startups, Business & Strategic Planning, Estate Trust & Gift Taxes, Forensic/Fraud, Government Accounting & Auditing, Mergers & Acquisitions, Real Estate Tax, Retirement Planning, Small Business Plan/Issues, Tax - Individual, Tax - Not-for-Profits, Tax - Out-of-State. [Review the listing and its sources](https://taxstrategistdirectory.com/firms/dougall-conradie-llc/). - ## [Financial Forensics](https://taxstrategistdirectory.com/firms/financial-forensics/) Listed location: Portland, OR. Financial Forensics is listed in a CPA society directory in Portland, OR. The member-provided record lists Bankruptcy, Business Combinations, Business Valuations, Estate Planning, Performance Measurement. Confirm current availability, professional credentials, and engagement scope directly. Documented service categories: Bankruptcy, Business Combinations, Business Valuations, Estate Planning, Performance Measurement, Business Succession, Business & Strategic Planning, Forensic/Fraud, Litigation Support Services, Mergers & Acquisitions, Management Advisory. [Review the listing and its sources](https://taxstrategistdirectory.com/firms/financial-forensics/). - ## [Fluence LLC](https://taxstrategistdirectory.com/firms/fluence-llc/) Listed location: Portland, OR. Fluence LLC is listed in a CPA society directory in Portland, OR. The member-provided record lists Accounting, Budgeting & Forecasting, Business Valuations, Compilation & Review, Compensation Systems. Confirm current availability, professional credentials, and engagement scope directly. Documented service categories: Accounting, Budgeting & Forecasting, Business Valuations, Compilation & Review, Compensation Systems, Consulting Services, College Planning, Divorce, Estate Planning, Electronic Filing, Personal Financial Planning, Practice Management, Tax - Multi-State, Tax - State & Local, Tax - Corporate, Business Advisory Services, Bookkeeping, Business Startups, Business & Strategic Planning, Estate Trust & Gift Taxes, Investment Advisory Services, Litigation Support Services, Management Advisory, Retirement Planning, Small Business Plan/Issues, Tax - Individual, Tax - Out-of-State. [Review the listing and its sources](https://taxstrategistdirectory.com/firms/fluence-llc/). - ## [Forensic Accounting Services](https://taxstrategistdirectory.com/firms/forensic-accounting-services/) Listed location: Portland, OR. Forensic Accounting Services is listed in a CPA society directory in Portland, OR. The member-provided record lists Forensic/Fraud, Litigation Support Services. Confirm current availability, professional credentials, and engagement scope directly. Documented service categories: Forensic/Fraud, Litigation Support Services. [Review the listing and its sources](https://taxstrategistdirectory.com/firms/forensic-accounting-services/). - ## [Foster & Associates CPA LLC](https://taxstrategistdirectory.com/firms/foster-associates-cpa-llc/) Listed location: Portland, OR. Foster & Associates CPA LLC is listed in a CPA society directory in Portland, OR. The member-provided record lists Accounting, Accounting Systems, Budgeting & Forecasting, Business Combinations, Business Valuations. Confirm current availability, professional credentials, and engagement scope directly. Documented service categories: Accounting, Accounting Systems, Budgeting & Forecasting, Business Combinations, Business Valuations, Cost Accounting, Closely Held Business, Consulting Services, Controllership, Divorce, Employee Benefit Plans, Electronic Filing, Municipal Audits, Offers in Compromise, Practice Continuation, Personal Financial Planning, Performance Measurement, Practice Management, Tax - Multi-State, Tax - Military Personnel, Tax - State & Local, Tax - Corporate, Business Succession, Business Advisory Services, Bookkeeping, Business Startups, Business & Strategic Planning, Computer Software Develop & Sales, Elder Care Services, Estate Trust & Gift Taxes, Inventory Control, Investment Advisory Services, IRS/ODR Representation, Leases & Loans, Liquidations/Receiverships, Litigation Support Services, Mergers & Acquisitions, Management Advisory, Real Estate Management, Real Estate Investment Trusts, Real Estate Tax, Retirement Planning, Small Business Plan/Issues, Self Employment, Tax - Individual, Tax - Canadian, Tax - Controversies, Tax - Not-for-Profits. [Review the listing and its sources](https://taxstrategistdirectory.com/firms/foster-associates-cpa-llc/). - ## [Gary McGee & Co LLP](https://taxstrategistdirectory.com/firms/gary-mcgee-co-llp/) Listed location: Portland, OR. Gary McGee & Co LLP is listed in a CPA society directory in Portland, OR. The member-provided record lists Compilation & Review, Auditing, Management Advisory, Tax - Not-for-Profits. Confirm current availability, professional credentials, and engagement scope directly. Documented service categories: Compilation & Review, Auditing, Management Advisory, Tax - Not-for-Profits. [Review the listing and its sources](https://taxstrategistdirectory.com/firms/gary-mcgee-co-llp/). - ## [Geffen Mesher & Company PC](https://taxstrategistdirectory.com/firms/geffen-mesher-company-pc/) Listed location: Portland, OR. Geffen Mesher & Company PC is listed in a CPA society directory in Portland, OR. The member-provided record lists Accounting, Accounting Systems, Budgeting & Forecasting, Business Combinations, Business Valuations. Confirm current availability, professional credentials, and engagement scope directly. Documented service categories: Accounting, Accounting Systems, Budgeting & Forecasting, Business Combinations, Business Valuations, Compilation & Review, Cost Accounting, CFO Outsourcing, Closely Held Business, Consulting Services, Consolidations, Controllership, Divorce, Estate Planning, Employee Benefit Plans, Electronic Filing, Foreign Language-Japanese, Foreign Language-Russian, Paperless Environments, Practice Management, Tax - International, Tax - Multi-State, Tax - State & Local, Tax - Corporate, Auditing, Business Advisory Services, Bookkeeping, Business Startups, Estate Trust & Gift Taxes, Foreign Language-French, Foreign Language-Cantonese, Foreign Language-Mandarin, Forensic/Fraud, Foreign Language-Spanish, Foreign Language-Chinese, Inventory Control, Litigation Support Services, Mergers & Acquisitions, Management Advisory, Real Estate Tax, Retirement Planning, Small Business Plan/Issues, Self Employment, Tax - Individual, Tax - Out-of-State. [Review the listing and its sources](https://taxstrategistdirectory.com/firms/geffen-mesher-company-pc/). - ## [Gustafson & Company with Block Advisors](https://taxstrategistdirectory.com/firms/gustafson-company-with-block-advisors/) Listed location: Portland, OR. Gustafson & Company with Block Advisors is listed in a CPA society directory in Portland, OR. The member-provided record lists Accounting, Compilation & Review, Closely Held Business, Estate Planning, Electronic Filing. Confirm current availability, professional credentials, and engagement scope directly. Documented service categories: Accounting, Compilation & Review, Closely Held Business, Estate Planning, Electronic Filing, Quickbooks Consulting, Tax - International, Trustee Reporting & Accountability, Tax - State & Local, Tax - Corporate, Business Succession, Business Advisory Services, Bookkeeping, Business Startups, Business & Strategic Planning, Estate Trust & Gift Taxes, IRS/ODR Representation, Mergers & Acquisitions, Real Estate Tax, Tax - Individual, Tax - Controversies, Tax - Out-of-State. [Review the listing and its sources](https://taxstrategistdirectory.com/firms/gustafson-company-with-block-advisors/). - ## [Halle B Fisch CPA PC](https://taxstrategistdirectory.com/firms/halle-b-fisch-cpa-pc/) Listed location: Portland, OR. Halle B Fisch CPA PC is listed in a CPA society directory in Portland, OR. The member-provided record lists Accounting, Closely Held Business, Electronic Filing, Quickbooks Consulting, Tax - Multi-State. Confirm current availability, professional credentials, and engagement scope directly. Documented service categories: Accounting, Closely Held Business, Electronic Filing, Quickbooks Consulting, Tax - Multi-State, Tax - State & Local, Tax - Corporate, Bookkeeping, Estate Trust & Gift Taxes, IRS/ODR Representation, Self Employment, Tax - Individual, Tax - Out-of-State. [Review the listing and its sources](https://taxstrategistdirectory.com/firms/halle-b-fisch-cpa-pc/). ## Compare the proposals, not just the names - Describe the decision, entities, states, and deadline before asking for a fee. - Ask for the named professional and written deliverables, including what happens after recommendations are made. - Confirm whether returns, amendments, specialist studies, and implementation are included. - Identify who communicates with your bookkeeper, preparer, attorney, or payroll team. - Request a timeline and a complete written scope before engaging. [Use the engagement comparison tool](https://taxstrategistdirectory.com/compare/), [search all firm records](https://taxstrategistdirectory.com/firms/), or [browse other shortlists](https://taxstrategistdirectory.com/shortlists/). ## About this publication AE Tax Advisors owns and publishes this guide. Our featured placement is publisher promotion. Inclusion of another firm is a research reference and does not imply affiliation, endorsement, or a client relationship. ## Continue your local research [Explore the Oregon shortlist](https://taxstrategistdirectory.com/shortlists/oregon/) or [browse all locations](https://taxstrategistdirectory.com/shortlists/).