WHAT CAN WE DO FOR YOU
- Navigate complex requirements and IRS filings involving rental properties, self-employment, stock options / compensation, K-1s and more.
- Handle, plan, and better understand small business tax compliance.
- Reduce tax liability with pro-active, year-round planning.
- Leverage the most current software to correct, improve and automate your accounting systems.
- Simplify your financial affairs with a one-stop office to handle your bookkeeping, payroll, taxes, and related tasks and a customized monthly service plan tailored to your specific needs.
- With individual tax needs, including flow-through, family financial planning and personal tax preparation.
IN-PERSON CONSULTATIONS…FROM ANYWHERE.
We love meeting small business clients face to face to discuss their financial needs and how Bartolme & Associates can meet them. Our remote video conferencing system makes it easy for you to work with our CPAs any time from your business or home, and everything we do (including your paperwork) can be handled electronically.
David helped us with a catch-up filing and was extremely helpful. This was a growing weight on our shoulders and we needed someone to help us navigate several big changes affecting our taxes. We also had a need to get this done quickly. David came through on all fronts. We had our taxes filed within a few days of first meeting with him and were pleased with how thorough he was in finding the best outcome for us. We’ll be going back to David moving forward to avoid the stress from the start!
Cameron Scott
I met David Bartholme 3 years ago after a year of struggling financially from starting over my business when I first moved to Portland. I wasn’t able to pay quarterly taxes for the first 2 years and really needed to get on track. This year, I sat down with David and he devised a plan for me that finally has me paying quarterly taxes this year and it feels great!! He told me I needed to buy a house last year, I made it happen. He’s given me great financial advice and I trust his word!!! He’s very professional and just a good person all around. I definitely recommend him to anyone needing financial organization and/or advice.
Natalie Joseph
Working with David was a great experience. He is vast knowledge and excellent customer service make him a great choice if you are looking to partner with a CPA.
Jon Hines
Definitely recommend Bartolme and Associates. They’ve been an incredible with my tax preparation and the team is communicative and responsible. Thanks for help!
Joshua Wolf
