Best Indian Finance & Tax Firms in and Near Portland, OR

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MUDRA WEALTH CREATION in Portland, OR

MUDRA WEALTH CREATION

Financial & Taxation Services Serving in Portland Area
  • 5star1 Review
  • 9
    Sulekha score
  • work_history27 Years in Business
  • translateLanguage:English , Hindi +1 more

Serving ZIP Codes:97201, 97202, 97203, 97204, 97205

From the Business:With 27 years of experience, Mudra Wealth Creation in Portland, OR, offers comprehensive financial and taxation services. Our expertise ranges from estate planning, retirement planning to long term care insurance, catering to the city's diverse professional community. We also provide college planning/funding services, resonating with Portland's strong focus on higher education. Trust us to be your reliable financial advisor.Read more

G's Financial Harbor in Portland, OR

G's Financial Harbor

Financial & Taxation Services Serving in Portland Area
  • 5star38 Reviews
  • 7
    Sulekha score
  • work_history Established Since 28
  • translateLanguage:English , Hindi

Serving ZIP Codes:97201, 97202, 97203, 97204, 97205

From the Business:

Girish Navare, CFA, is a seasoned financial professional with a strong focus on investment analysis and portfolio management. With extensive experience in financial markets, he is dedicated to helping clients navigate complex investment landscapes and achieve their long-term financial goals. His disciplined and strategic approach ensures that every investment decision is aligned with client objectives and market realities.

As a Chartered Financial Analyst (CFA), Girish brings deep expertise in asset valuation, risk assessment, and financial planning. He has a strong ability to analyze market trends, evaluate investment opportunities, and design strategies that balance growth with risk management. His analytical skills enable him to provide well-informed recommendations that are both practical and effective.

In his role at Eagle Harbor Advisors, Girish plays a vital part in developing and executing customized investment strategies. He works closely with clients to understand their financial needs, risk tolerance, and future aspirations, ensuring that each portfolio is carefully structured to deliver sustainable performance. His personalized approach helps build long-term relationships based on trust and results.

Girish is committed to maintaining the highest ethical standards in his profession. He prioritizes transparency, integrity, and objectivity in every aspect of his work, ensuring that clients receive unbiased and reliable financial advice. His dedication to excellence and client success makes him a trusted advisor in the field of investment management.

Read more

Serving ZIP Codes:97201, 97202, 97203, 97204, 97205

From the Business:In the eco-conscious city of Portland, OR, TulaVantage - Wealth And Healthcare Services is a trusted partner for financial and taxation needs. We offer comprehensive services including Investment Management, Notary Services, and College Planning/Funding. Whether you're planning for retirement, managing an estate, or ensuring long-term care, our experienced financial advisors tailor solutions to fit your lifestyle. Invest in your future with TulaVantage.Read more

Vela Life Plan in Portland, OR

Vela Life Plan

Financial & Taxation Services Serving in Portland Area
  • 5star1 Review
  • 7.8
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:97201, 97202, 97203, 97204, 97205

From the Business:"Based in vibrant Portland, OR, Vela Life Plan brings 5 years of expertise in Financial & Taxation Services. We specialize in Investment Management, Estate Planning, and Retirement Planning tailored to the unique needs of Portland's diverse professionals and creatives. Our team also offers Personal Tax Planning, Cash Flow advice, and Business Entity Selection, ensuring a secure financial future for every client."Read more

Wealth Summit Financial in Portland, OR

Wealth Summit Financial

Financial & Taxation Services Serving in Portland Area
  • 6.5
    Sulekha score
  • work_history5 Years in Business
  • translateLanguage:Telugu , English +1 more

Serving ZIP Codes:97201, 97202, 97203, 97204, 97205

From the Business:Wealth Summit Financial is a seasoned financial services firm in Portland, OR, with a 5-year track record. Catering to the city's thriving tech professionals, we specialize in comprehensive financial and taxation solutions, including estate planning, retirement planning, and personal tax planning. Our expertise also expands to notary services, life insurance, long term care insurance, and college planning/funding. As your trusted financial advisor, we understand Portland's unique financial landscape and are committed to helping you navigate it with confidence.Read more

Axon Financial Services in Portland, OR

Axon Financial Services

Financial & Taxation Services Serving in Portland Area
  • 9
    Sulekha score
  • work_history9 Years in Business
  • translateLanguage:Telugu , Malayalam +4 more
  • Financial Advisor Avg - $400

Serving ZIP Codes:97201, 97202, 97203, 97204, 97205

From the Business:For nearly a decade, Axon Financial Services has been navigating Portland's unique blend of creatives and business professionals through complex financial landscapes. Offering a comprehensive suite of services - from investment and retirement planning to college funding and long-term care insurance - Axon is the trusted advisor ensuring your financial future is secure in the City of Roses.Read more

Vyom Financial GROUP INC in Portland, OR

Vyom Financial GROUP INC

Financial & Taxation Services Serving in Portland Area
  • 5star5 Reviews
  • 6.5
    Sulekha score
  • work_history Established Since 2021
  • translateLanguage:Telugu , English +1 more

Serving ZIP Codes:97201, 97202, 97203, 97204, 97205

From the Business:Bearing the financial intricacies of Portland's thriving tech sector, Retire Wisely Financial Services offers 5 years of expertise in Investment Management, Estate and Retirement Planning, and more. Our locally-tailored solutions also cover Business Succession Planning and College Planning/Funding, ensuring a financially secure future for Portland's progressive minds.Read more

Rising Sun Financial Services in Portland, OR

Rising Sun Financial Services

Financial & Taxation Services Serving in Portland Area
  • 6.5
    Sulekha score
  • work_history5 Years in Business
  • translateLanguage:English , Hindi +2 more
  • 1576030

Serving ZIP Codes:97201, 97202, 97203, 97204, 97205

From the Business:Rising Sun Financial Services, led by Pankajj S Saxena, is committed to guiding individuals and families toward long-term financial stability and growth. With a client-first approach, the firm provides personalized financial strategies tailored to unique goals and life stages. From wealth planning and risk management to retirement and protection solutions, every service is designed with clarity, integrity, and careful attention to detail. Rising Sun Financial Services focuses on building trust and delivering dependable guidance to help clients move forward with confidence.Read more

Quantum Leap Wealth in Portland, OR

Quantum Leap Wealth

Financial & Taxation Services Serving in Portland Area
  • 5star4 Reviews
  • 9.5
    Sulekha score
  • work_history5 Years in Business
  • translateLanguage:Tamil , Telugu +2 more
  • 4153441

Serving ZIP Codes:97201, 97202, 97203, 97204, 97205

From the Business:Quantum Leap Wealth, led by Anuradha, is dedicated to helping individuals and families achieve long-term financial confidence through strategic wealth planning and personalized financial solutions. With a focus on wealth creation, protection, retirement readiness, and legacy planning, the brand combines expertise, trust, and a client-first approach to simplify complex financial decisions. Quantum Leap Wealth emphasizes tailored strategies designed to align with each client’s goals, helping them build sustainable financial growth and security across every stage of life. By blending modern financial insights with personalized guidance, Anuradha empowers clients to take a confident “quantum leap” toward a stronger financial future.Read more

Serving ZIP Codes:97201, 97202, 97203, 97204, 97205

From the Business:Here at Jain Consulting, we understand the breadth of knowledge and level of attention required to manage the financial issues your business will experience. As a trusted Cary, NC Tax, Accounting & Payroll firm, we provide a wide range of customized, accurate accounting services. From day-to-day bookkeeping to making informed decisions about hiring more employees or investing in a big purchase, we’re ready to partner with you to help ensure your success. In addition, we can assist you with strategic tax planning to limit tax liabilities while garnering the highest profits possible for your business. When you turn over the complex task of managing your business finances to our qualified firm, you’ll gain a partner who genuinely cares about finding better ways to help you manage your cash flow, organize your bookkeeping and develop a budget that sets you on track to meet your financial goals. Our welcoming, experienced staff is ready to answer your questions. Call us or request a free consultation today to learn how we can put our exceptional accounting skills to work for you to make your business.Book the appointment to know more- thrive.https://calendar.app.google/MSB1V5DThnUoBWvB9Read more

Showing 1 - 10 of 111 results

All "Financial & Taxation Services" results in Portland, OR

Hoshi CPA in Portland, OR

Hoshi CPA

Financial & Taxation Services Serving in Portland Area
  • 5star7 Reviews
  • 3.4
    Sulekha score
  • work_history Established Since 2010

Serving ZIP Codes:97201, 97202, 97203, 97204, 97205

From the Business:Udai is uniquely equipped to serve both the U.S. business owners and Japanese speaking communities.With the public accounting experience including a big 4 accounting firm and mid-sized firm, Udai is providing business owners and executives with top-notch, comprehensive tax consultation to lower overall tax liabilities for business entities and individuals.Udai is a passionate business person who advocates for taxpayers in front of federal, state, and local tax jurisdiction. Udai is a professional accountant in Portland, Oregon. Contact us today for more information about your tax consultation services.Outside of his professional career, Udai loves to spend time with his wife and four children and with his church family at Japanese International Baptist Church.Read more

Serving ZIP Codes:97201, 97202, 97203, 97204, 97205

From the Business:I am one of the most distinguished Financial & Taxation Services in Portland, OR. I specialize in Accountant Services,Bookkeeping,Business Succession Planning,Business Tax Planning,Cash Flow ,College Planning/Funding,Estate Planning,Financial Planning,Financial statement Analysis,Investment Management,IRS Representation,Money Transfer Services,Payroll Processing,Retirement Planning,Tax Consultants Services,Tax Preparation Services A sole proprietorship is one of the most common small business structures. Under this structure, a sole proprietor runs the business as an individual and reports profits or losses on their individual tax return.Read more

Serving ZIP Codes:97201, 97202, 97203, 97204, 97205

From the Business:Source Accounting is a nimble team of experienced accountants that helps clients clean up complex bookkeeping, set up and maintain accurate accounting systems, and streamline day to day processes so the financial picture stays clear and reliable. They provide ongoing client accounting services through recurring monthly plans, and they start with a free 30 minute consultation to understand your needs and share the right recommendations. They do not offer tax filing or tax preparation, but they can prepare records to be tax ready for a smooth handoff to your tax preparer.Read more

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Ratings & Reviews for Financial & Taxation Services

perm_identityMehta
calendar_month1 week ago

VVS Financial Services provided excellent guidance and made financial planning much easier to understand. Srinivas was patient, professional, and took the time to understand our goals before discussing suitable strategies. I highly recommend their personalized approach.

perm_identitySruthi
calendar_month1 week ago

Excellent financial planning experience with VVS Financial Services. Srinivas is approachable, knowledgeable, and takes the time to explain important financial decisions. I especially appreciated the guidance around retirement and investment planning. Highly recommended for anyone looking for professional financial guidance.

perm_identityArthi
calendar_month2 weeks ago

I had a great experience with VVS Financial Services. The guidance on retirement planning, investments, and long-term financial goals was clear and easy to understand. Srinivas genuinely focuses on the client's needs rather than simply recommending products.

perm_identityAmit
calendar_month2 weeks ago

VVS Financial Services helped me look at my financial goals from a much clearer perspective. Their approach is organized, thoughtful, and focused on understanding individual circumstances. The communication was excellent throughout the process.

perm_identitymedha thakker
calendar_month2 weeks ago

Has always guided me and my business with best knowledge and expertise. Highly recommend them.

calendar_month2 weeks ago
perm_identitySneha

Very professional and knowledgeable financial advisor. Srinivas explained different financial options clearly and answered all my questions without making the process complicated. I appreciate the personalized attention and would definitely recommend VVS Financial Services.

grading
calendar_month3 weeks ago
perm_identityRaj Jose

I had a very good experience working with NSKT Global on a complex U.S. tax compliance matter involving amended returns and international reporting. The team provided clear guidance, detailed instructions, and timely responses throughout the process. I also found their client portal very helpful - the document upload process was straightforward, files were well organized, and the folder structure made it easy to keep track of the required documents. I particularly appreciated their attention to detail and their ability to make a complicated process easier to navigate. Based on my experience, I would recommend NSKT Global for complex U.S. tax compliance matters.

grading
calendar_month4 weeks ago
perm_identityMichael Bartlett

We worked with Nikhil at NSKT Global on a complex Streamlined Foreign Offshore Procedures filing and were very pleased with the technical execution. A few key highlights from our experience: • Fair Pricing: His rates are highly competitive for specialized cross-border tax work. • Seamless Client Portal: The secure document upload platform made organizing and submitting years of financial records straightforward and hassle-free. • Thorough & Fast Work: Nikhil completed the full filing package in just two weeks with exceptional attention to detail on the completed returns. We appreciate his expertise with offshore compliance and look forward to working with him again for ongoing tax needs.

grading
calendar_month4 weeks ago
perm_identityAbhishek Jha

I have received help from Nikhil and his team at NSKT in filing tax returns. He has very good knowledge of US and Indian tax laws. His work was very meticulous and through. He is also very responsive and informative which is a huge help while going through these complex processes. I recommend him for all your tax filing needs.

grading
calendar_month4 weeks ago
perm_identityAnita Schayot

NSKT Global has been doing our Federal taxes for a few years now and we are extremely pleased with their service. At first, we only had them doing our personal taxes. We added our business taxes when I decided to start a small business. We love that we don’t have to make any appointments, and bring our files to someone’s office. We can simply upload our information to their VERY secure portal and they perform their magic. The NSKT staff is extremely knowledgeable, professional and very responsive to all of our messages. Recently, NSKT Global added a new product to help businesses launch, grow, and scale through strategic digital marketing solutions. For someone with a small business, like me, that is absolutely awesome!!! I highly recommend NSKT Global. I know you will be as pleased as we are.

calendar_month4 weeks ago
perm_identityGregory Caviness

Fast, efficient service. Immediate attention to my special tax filing needs.

calendar_month1 month ago
perm_identityRajesh Patel

Excellent service from start to finish. They reviewed my documents carefully, identified eligible deductions, and completed everything on time. The communication was prompt and helpful

calendar_month1 month ago
perm_identityPriya Sharma

The tax filing process was smooth and clearly explained. Every question was answered patiently, and I felt confident that my return was prepared accurately. Highly recommended for professional tax services

calendar_month2 months ago
perm_identityVikram Mehta

Very professional, organized, and detail-oriented. They helped resolve my tax concerns and kept me informed throughout the process. I truly appreciated the personalized attention

calendar_month2 months ago
perm_identityNeha

Reliable tax professionals who genuinely care about getting things right. My filing was completed efficiently, and all my questions were addressed with clarity. I will gladly return next year

calendar_month2 months ago
perm_identityAnjali Reddy

I received knowledgeable guidance for both personal and small-business taxes. Complex tax matters were explained in simple language, making the entire experience stress-free

calendar_month4 months ago
perm_identityVenugopal Veeramaneni

Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.

calendar_month4 months ago
perm_identityVenugopal Veeramaneni

Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.

calendar_month5 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month5 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month6 months ago
perm_identityPal

Excellent tax filing service! The process was smooth and quick

calendar_month6 months ago
perm_identityGeorge Yetka

Excellent service. Very quickly maximized and prepared my return. Will be coming back next year.

calendar_month7 months ago
perm_identityCharlie Misch

My wife and I couldn’t recommend Chet Tooker more highly. I’ve known him since childhood, and beyond being a great friend, he’s an absolute professional. He did a fantastic job with our taxes - thorough, efficient, and completely stress-free. He makes the whole process simple and easy to understand, and he’s always patient with questions. Most importantly, he’s 100% trustworthy and genuinely cares about doing what’s best for his clients. If you’re looking for someone knowledgeable, reliable, and just great to work with, Chet is the best.

calendar_month7 months ago
perm_identityCelestial Industries LLC (Celestial Industries LLC)

Excellent service! Chet Tooker, CPA handles my tax return for my small business. And as an entrepreneur I’m able to trust his services and spend the year worry free!

calendar_month7 months ago
perm_identityJohn S

Chet is a true pro and a joy to work with. Easiest tax filing season of my adult life

calendar_month7 months ago
perm_identityJack

Chet was a pleasure to work with this year and severely reduced the stress of tax filing for my wife and I. His services are a tremendous value and we are excited to continue working with him year after year.

calendar_month7 months ago
perm_identityJared Smallwood

Reliable and thorough. Great value

calendar_month7 months ago
perm_identityJohn Yetka

This year was my first experience with using Chet's services! He did not disappoint! Very professional, very accommodating and always able to get in touch even on the weekend! I am recommending him to all my closet family and friends! It is very nice to have a down-to-earth accountant that is easy to talk too! Chet was also very punctual with getting our return ready for submission! 5 stars!

calendar_month7 months ago
perm_identityjim reck

A+ rating.. prompt , professional service. Friendly,well informed staff put my worries to ease.

calendar_month7 months ago
perm_identityChris Guerrero

Chet was great and incredibly easy to work with. I've done my own taxes for a while and this year's tax situation was more complicated than in the past. Chet took care of it all. He was very helpful and responsive throughout. Will be recommending Chet to friends and family.

calendar_month
perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month
perm_identityjack airee

Professionals??

calendar_month
perm_identityjack airee

Professionals??

calendar_month
perm_identityjack airee

Professionals??

calendar_month
perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month
perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityUtsav Shah

The best in the game ????

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perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

calendar_month
perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

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perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

calendar_month
perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

calendar_month
perm_identityHarsimran SINGH

His very nice ????

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perm_identityHarsimran SINGH

His very nice ????

calendar_month
perm_identityHarsimran SINGH

His very nice ????

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