Bartolme & Associates is tax preparation and guidance without David Bartolme is a CPA with 15 years of experience advising small businesses and private clients. “I’m a numbers and budget guy who spends most of my time studying the latest reporting and tax guidelines, but the best part of my job is getting to know each business we work with and ensuring they’re happy with our service. My clients know we’re in this together, which is why Bartolme & Associates has had the privilege of serving so many of them year after year.” David lives in Portland, Oregon with his wife and two daughters. When he’s not working withclients, he can usually be found working on his house and garden.
Bartolme & Associates founder Wayne Bartolme is an Army Reserve veteran, CPA and MBA with 40 years of experience as a financial consultant and planner. “As small business financial advisors, we’ve always taken a people-first approach, providing accounting and tax services tailored to each client’s unique business situation and needs, and we’ve taken great satisfaction in supporting their growth over time.” Wayne and his wife live in Huntington Beach, California, and have five adult children.
Bay Area native Carly Ott moved to Portland in 2016 to join the company as an Associate. “I enjoy being able to meet different clients and learn about their business, and also the opportunity Bartolme & Associates gives me to put my keen attention to detail to work.” In her spare time, she loves to hike, garden, cook and practice jiu-jitsu.
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