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Byzick and Company

(14)

Quickbooks Consulting/Training, Business Consulting, Bookkeeping

“I have worked closely with Lindsay who is very personable on the one hand, while providing potentially beneficial tax strategies to consider on the other.”

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Springsource Wealth Advisors

(2)

“His team is always so helpful and professional, and we always go to them when we have financial questions.”

Featured

Top 10 Tax-Planning Strategies To Help Maximize Your Savings Another year is right around the corner. Tax season is also right around the corner—and sparks far less excitement. Although most people would love to avoid tax planning altogether, at Spring Source Wealth Advisors, we believe taking a proactive stance can make all the difference in the health and success of your financial picture. While it’s tempting to postpone these tasks until the last minute, adopting a proactive approach to your tax-planning strategies not only preserves time but can also lead to big savings. Here are my top 10 tax-planning strategies for 2024 to help you optimize your financial landscape for the upcoming year and beyond.

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Silver Bridge Retirement

(2)

Annuity

“She recommended -- and secured for me -- an annuity product with built-in guarantees that will also provide increased benefits if home health/nursing home care are in my future.”

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Optima Capital

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Watters Accounting

“We are a boutique accounting firm located in Helvetia, Oregon just minutes away from Tanasbourne, Orenco and Intel in North Hillsboro. We can work on your taxes and accounting needs digitally or in person where you will be greeted by our therapy cat ...”

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Pace Financial Advisors

Financial Planning

“Zachary grew up enjoying sports and played baseball at the collegiate level. He attended and graduated from Embry-Riddle Aeronautical University with a Bachelor of Science in Aeronautics and a Master of Science in Safety Science. He had an early inte...”

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Gratke Wealth

“Even the most patient investor may begin to question their current investment plan. We know because we've been working with investors just like you for over twenty-five years. We've seen markets come and go, rise and fall. And we can empathize with y...”

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Law Offices of Nay & Friedenberg

(46)

Trust Administration, Estate Planning, Living Trusts

“Great people and very knowledgeable about all the law you would need Tim Nay attorney has helped me with some very important questions about old pioneer property and much more he is great...”

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Silkin Management Group

(47)

Dental
Tools
Policy

“They have a vast amount of tools and materials that can be adapted to suite each individual business model to provide clarity for your teams and efficient streamlining.”

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CPA Service

(47)

Tax Laws
Financial
Reviews

“He is very kind and patient; I feel so well taken care of when I'm submitting my taxes and he always adds such a friendly personal touch, which is very hard to find these days.”

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NW Premier - Creative Financial Solutions

(49)

Bookkeeping, Financial Consulting, Business Planning

“I made the switch to NW Premier based on their stellar reputation for expertise in real estate, which is exactly what I needed in an accountant and bookkeeper.”

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Sommers Financial Management - a Wealthcare Company

(1)

Estate Planning, Tax Preparation, Financial Planning

“If you are wanting to find someone to help you accomplish your financial dreams they are the team.”

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Bridgetown Wealth Management

(40)

Questions
Confidence
Healthcare Professional

“We have been clients of Bridgetown Wealth Management for the past 15 or so years, We have been extremely happy with their services and they have done very well for us.”

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Somerset Wealth Strategies

(50)

Products
Understand
Questions

“Somerset has helped me understand various investment options from Annuities to Alternative Investments and how to position them in the overall retirement planning strategies.”

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Lifelong Wealth Management

(30)

Financial Planning For Physicians, Retirement Financial Advisor, Family Financial Planners

“I have had Jason Gong as my financial advisor for over 10 years and besides being a great guy I can say he has done an amazing job with my investments.”

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True Path Capital Strategies

(50)

Savings
Income
Understand

“Amy was working hard behind the scenes and helping me prepare claim forms and other documents, creating shipping labels, update beneficiaries, send certificates, etc.”

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Appel CPA

(5)

Tax

“Also, the Appel team does a great job of quickly analyzing your specific situation and making recommendations for both short term tax strategies and long term estate planning.”

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CLT Accounting & Taxes

Innocent Spouse Relief, Bankruptcy, Non-Filed Tax Returns

“Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, pickup a prev...”

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Tax Services

(4)

Innocent Spouse Relief, New Business Formation, Why Quickbooks

“We love the professionalism, staff, and the reputation for excellence.”

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Aaron Traxton, CPA

(5)

Number

“We have had him for a number of years and he has not only been exceptional to work with but also has saved us a great deal of money from his attention to detail and his vast knowledge in his field.”

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Pure Portfolios

(28)

Team
Understand
Blog

“Learning from them set my personal expectations for financial advisors and their passion for building their business with an emphasis on the client had a huge impact on me as a student looking to build a career.”

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Geffen Mesher & Co

(4)

Forensic & Integrity Services, Asia Pacific Practice, Litigation Support

“Geffen Mesher was able to reverse engineer the numbers and find where the IRS made their mistake.”

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Advanced Wealth Management

(2)

“They will evaluate any ideas we send them as investment opportunities and then either call or email with their analysis about how it might or might not fit into our long-term strategy, with suggestions about what should be sold to fund the new opport...”

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Isler Northwest

(10)

Estate Planning, Tax, Business Advisory

“My company is not some faceless invoice to Isler; their thoughtful care of our accounting needs has made me understand an excellent accountant is a valuable trusted partner.”

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Average Cost	$3518
Minimum cost	$1173
Maximum cost	$9966
Avg Per Hour Rates	$352

Best Financial Advisors in Hillsboro, OR

The highest-rated Financial Planning & Wealth Management companies out of 156 vetted & reviewed in the Hillsboro area.

Byzick and Company

Springsource Wealth Advisors

Silver Bridge Retirement

Optima Capital

Watters Accounting

Pace Financial Advisors

Gratke Wealth

Law Offices of Nay & Friedenberg

Silkin Management Group

CPA Service

NW Premier - Creative Financial Solutions

Sommers Financial Management - a Wealthcare Company

Bridgetown Wealth Management

Somerset Wealth Strategies

Lifelong Wealth Management

True Path Capital Strategies

Appel CPA

CLT Accounting & Taxes

Tax Services

Aaron Traxton, CPA

Pure Portfolios

Geffen Mesher & Co

Advanced Wealth Management

Isler Northwest

Retirement Planning and Investment Management Services in Hillsboro, OR Cost Estimates

Why these companies made our list

Wealth Management Advisors near Hillsboro

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