Bartolme and Associates, PC CPA,s is an Accountant in Portland, OR, located at 1314 NW Irving St APT 709. The firm provides tax and accounting services to individuals and small to mid-sized businesses in Oregon and California. Its offerings include income tax compliance, proactive tax planning, quarterly reviews, estimated payment calculations, and bookkeeping assistance. The practice holds a 4.90 rating based on 1 customer review.
The firm operates as a family-owned CPA service with over thirty years of experience solving tax and accounting challenges. It emphasizes people-oriented service and prompt, understandable communication tailored to the unique needs of its clients. The team comprises highly qualified CPAs who bring extensive knowledge to proactive tax planning, individual and business income tax compliance, and small business accounting. Specific services include calculating quarterly estimated tax payments, reviewing financial books to identify and rectify discrepancies, and assisting with IRS filings involving rental properties, self-employment, stock options, compensation, and K-1s. The firm also works with clients to improve and automate accounting systems using current software.
Founder Wayne Bartolme is an Army Reserve veteran, CPA, and MBA with forty years of experience as a financial consultant and planner. He lives in Huntington Beach, California, with his wife and five adult children. David Bartolme, a CPA with twenty years of experience, advises small businesses and private clients. He resides in Portland, Oregon, with his wife and two daughters. Associate Carly Ott joined the company in 2016, bringing attention to detail to the team.
The business maintains a 4.90 rating from its customers, reflecting positive feedback on its service quality. It serves clients through face-to-face meetings and remote video conferencing, handling paperwork electronically. The firm cannot accept new clients or provide consultation calls between January 1 and April 15 of each year.
With decades of experience serving individuals and small businesses in Oregon and California, Bartolme and Associates, PC CPA,s delivers personalized tax and accounting solutions from its Portland location.
The office sits on Northwest Irving Street, about a tenth of a mile from Yoyo Yogi and Pacific University - Portland. It is also located near Northwest 14th Avenue and Northwest Glisan Street.
BizScoreAI gives the website a technical score of 95 out of 100, ensuring the site is secure and readable by search engines. The content quality score is 75 out of 100, meaning the pages clearly answer customer questions and provide information that AI assistants can quote.
Services:
Browse: Businesses in Portland, OR · Accountant in Oregon · Businesses in Oregon
Read by AI engines 4 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this business