*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
1314 NW Irving St APT 709
Portland, Oregon 97209
David is absolutely amazing. Very lucky to have a CPA like him on my side to help me through the ins and outs of running a new company.
I'm an independent marketing consultant and I worked with David on my tax return and to clean up my books. From start to finish, the process was simple and effective. David took the time to understand my business so he could gear his recommendations to my unique situation. And he always went the extra mile to ensure I understood his advice and suggestions so I could make well-informed decisions and take greater control of my business's finances. His bookkeeper Carly was also very friendly, responsive, and c
David is amazing. He is very thorough, prompt and incredibly helpful. Highly recommend!
David has been my accountant for a decade and I have only positive things to say about him. He always ask the right questions in an effort to both save me money and make sure I'm in compliance with the state and IRS. He's also a super nice person and very easy to work with. I highly recommend his services.
I recommend Bartolme & Associates with no reservations. Dave is not only a thorough, meticulous, and diligent CPA, he is kind, thoughtful, and a skilled educator. As a small business owner, I've learned a great deal from Dave that has made managing my business finances and taxes much easier. Dave and his team as always extremely helpful and responsive when I need them, and are incredibly affordable for the level of service I receive.
David and his team are fantastic. I moved to Portland about a year ago and struggled to understand the numerous county taxes. David met with me, provided guidance, completed quarterly estimates and finalized my year-end filing. He uses plain language so I can understand, gives advice, is highly organized and ensures high quality controls. He is absolutely one of the best CPAs I've worked with from across the country.
Working with Bartolme and Associates is great not only for my personal and business finances but also for my peace of mind. David is exceptional helpful and has become an important asset to my business. Highly recommended!
If you choose to have Bartolme and Associates as your CPA, know that as you complete your tax responsibilities, you will have logical, clear, consistent communication. You will be working with a skilled professional who is dedicated to making completion of your tax preparation as successful as possible. Just as important, you will be working with supportive, positive and caring people.
I've worked with David and his team for years with personal and business taxes. He's great with questions, follow-up, and timely responses. Very creative with problem solving and helping you to realize your goals. Highly recommend if he's accepting new clients.
I don?t think 5 stars is enough for Bartolme and Associates. I?ve been working with David for coming up on 2 years. In that time, my business has grown substantially, and in no small part due to David and his expertise. He is always professional, extremely knowledgeable, and very effective. He is able to explain complex tax issues in understandable terms and takes the time to do so.
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!
Working with David was one of the best choices we made for our consulting business and personal taxes. He's always really great about answering our questions and working with us to make sure we're making the best choices to maximize our savings. In the past, we've worked with accountants who have checked the box on helping us pay taxes but weren't strategic partners. David has been a great partner for our business and has helped us save thousands.
David is thorough and helpful. We have used him for the past 3 years and feel that he keeps the process as painless and human as taxes could be! We appreciate his prompt communication and very cool technology. He also communicates effectively with our bookkeeper making the process efficient and less of a time drain on our end. I highly recommend him!
Is there a 6 star rating I can click? David is the best accountant I've ever worked with, hands down. He takes the time to fully understand your tax situation and offer solid strategic advice, always returning calls and emails immediately with thoughtful responses. His knowledge, commitment and follow through are stellar, and he takes great personal interest in his clients, and demonstrates real professional pride in his work.
This is the first year we've worked with David and we plan on continuing for the years to come. We had a complicated tax filing due to our move to OR but David completed this with ease! He is a great partner and I recommend him to anyone who needs a quality CPA!
Taxes for me are like a massive cloud of confusion and horror that Have proven constitutionally incapable of preparing for well, or taking on with any decent amount of focus or optimism over the years. David Bartolme is like the almighty clearer of storms, explaining anything I don?t get with extreme patience and graciousness. To say nothing of the fact that his communications are always super dialed and straightforward with impeccably clear and simple dummy-proof instructions, keeping me on track with prep
David has been my accountant for over a decade and has always done a fantastic job for me. Prior to David, his father Wayne was my accountant for 8 years so I've been using Bartolme and Associates for 20 years now. They have helped me through multiple tax issues that include Corporate taxes as well as personal taxes filings. Definitely recommend!
David is an amazing support! He is honest, quick, and patient. His support and expertise has been absolutely invaluable to my wife and I as we grow our business. His team is absolutely professional. This is a team you can absolutely trust with your business. No question .
David has done my business and personal taxes for the last three years. He responds quickly to any questions that come up. He is a pleasure to work with and the entire tax process has become relatively painless with his guidance. I recommend him.
Thorough and communicative. Bartolme and Associates are a top notch team. They use digital communication and organizational tools effectively for everyone's convenience. David takes the time to educate you and help you make the best strategical decisions.
David has been helping me with my consulting business taxes for the past three years. He's the most honest guy I know and I can't recommend him enough...and recommend him I do! My sister, stepdad, a close friend and three co-workers are all using him as their CPA now. Fortunately, I haven't had any problems with tax filing, but two co-workers of mine have relied on David to help them sort out their arrears with the IRS and act as power of attorney on their behalf. David is a great CPA resource for assisting
David Bartolme has done our business and personal taxes for the last 4 years. David is great to work with and he's always been honest and prompt. If you have a question, you can expect a return call in a timely manner. Overall, he's a great CPA if you are looking for one.
Working with David was a great experience. He is very knowledgable and provides excellent customer service which makes him a great choice if you are looking to partner with a CPA.
The biggest thing I can say about David is he is THE BEST at keeping me and my business out of trouble. He is able to navigate the tax law waters like a Navy Captain does in international waters! He is professional, empathetic, and very organized. I will never do my tax filings with anyone else!
We relied upon David for the filing of both our personal and small business taxes. He is a thoroughly competent and proficient tax professional. Highly communicative, well-organized and expedient. Additionally, he is quite gracious in sharing his wealth of knowledge by way of offering financial recommendations and advice that is above and beyond what one would expect from a tax filing service.
David is a fantastic cpa! He really knows his stuff inside out and helped me recover money I had missed in previous years. I would recommend him to friends and family for personal or business services. He went beyond my expectations as a tax consultant. David really is the best cpa in Portland. I'm so glad to have him on my side.
We have been with Bartlome & Associates CPA for a couple of years, David goes the extra mile to make sure everything is in place , Shares ideas and techniques and Builds on mutual dependence and Is skilled in proposing optional solutions. We are extremely satisfied with the level of attention and service They have provided.
I highly recommend David as your future CPA. Taxes can sometimes be a draining process and David always makes this such an easy process! He is excellent at communicating and always responds either by phone or email in a timely manner. We have used David for the past three years and will continue to do so in the future!
David took the time to get to know me and my situation then used that to help me get the best tax return I could. He made me feel like i was sitting talking to a friend and our meetings were laid back and easy going but remained professional. I would highly recomend anyone use his service from a small buiness to a family.
David continues to provide excellent service and communication throughout a very confusing and daunting tax time. He strives to be as open and honest about the benefits and disadvantages of different filing options we have available to our business.
David does an excellent job for our personal and business taxes, responds quickly to our questions and is always looking out for our best interests. On top of that, he's a really nice person.
David Bartolme has been overseeing my personal and business filings for over 5 years. In that time he has always under promised and over delivered- he is professional, poised and on top of the rules & regulations. I recommend you take advantage of him before his business portfolio becomes full.
David is extremely knowledgable, reliable, helpful, prompt and thorough. My businesses have benefitted greatly from his expertise! I do, in fact, recommend him to anyone who asks about accounting/CPA services.
The team is genuine & detailed oriented and understands my needs. David and his team are thoughtful and understand my unique situation as a consultant and more. I really appreciate their dedication in helping me and I highly recommend them to anyone who needs any tax & accounting related help .
We are very happy with the service Bartolme and Associates have provided for our business. David is very prompt, organized, communicates often, and gives excellent advice.
We have been working with Dave for many years now and I can't say enough good things about Dave and all of the associates. They work on our business filings and our personal filings. We have had some unusual life changes that have affected everything, our businesses have grown, our family has grown, and they have been with us through everything like champs to help us navigate through of these changes and life curve balls. I would give them 6 stars if I could!
Bartolme & Asso. have been accountants for my business & personal for years. They are prompt, through, & keep me on task, I tend to be a great tax procrastinator!
David is an impeccable and caring professional who goes to great lengths to please his clients and craft the best tax strategy possible. Thanks for the great work year after year David!
David is not only extremely knowledgeable, but also just a great guy. It's great to have someone who combines knowledge and experience with a good personality and a commitment to his values. I highly recommend David as a CPA.
David and team are THE best. I?m so glad I stumbled upon him years ago. They do a great job on our taxes every season and are so responsive, helpful, and friendly on everything that comes up throughout the year. Really don?t know what I?d do without these guys!
David was excellent in his advice and took more time to talk to me about things than we had scheduled for. Professional, honest, and willing to take the time to explain things to me. Would highly recommend to anyone!
David rocks. Answers questions and emails promptly, is always good to chat with, and does a great job helping me learn. Would highly recommend to anyone!
My husband and I have a small business and work as employees for other companies. This can be a unpleasant process when it comes to annual taxes and keeping up on small business compliance with the IRS. Since working with Bartolme & Associates, I've not once worried about taxes. David Bartolme has been an absolute pleasure to work with over the past 8+ years and I wouldn't take my business or entrust my taxes with any other firm. Do yourself a favor and make the connection with this group of upstanding peop
David has been great to work with. Excellent follow-through. His advice saved me money and made my tax filing a much easier experience.
I've been a Bartolme customer for over 15 years, and every year their service, technology integration, and overall business gets better! Wayne, David, and the team are a trusted advisor for my family and I, and I HIGHLY recommend them and their services.
David has done my corporate and personal taxes for the past four years and I HIGHLY reccomend him for any accounting needs. He is proffesional, Punctual, Very accessible, and knowledgeable.
Smart, kind, diligent, and responsive. Dave is a brilliant CPA and awesome to work with. Bartolme and Associates is the best.
David is attentive, proactive, knowledgable, engaged, and efficient. I'm so grateful to have him and can't recommend him highly enough.
David was a joy to work with, he was prompt and courteous throughout the experience. I never felt in the dark and I will be using Bartolme and assc for all my future CPA needs
David worked tirelessly to ensure my taxes were prepared in a timely and professional manner and also went above and beyond to answer all of our questions. I highly recommend David!
I highly recommend working with David if you are looking for a CPA. He has been very helpful and patient with us. Our taxes are more organized and the kinks left from our last CPA were identified and corrected.
Very helpful and transparent. David and his team are always very responsive. I feel that they go out of their way to help with providing for the most efficient filing process.
Best CPA experience I've ever had. Very proactive, prompt in responding, tech-driven approach. Highly recommend.
My wife and I could not say enough about this office. We really appreciate the thoughtfulness and thoroughness when it comes to handling our tax issues and explaining all the implications. We're excited to continue working with them!
I gave them one star to alert others that "unfortunately at this time due to the tax law change and other factors we are unable to accept new clients". It would be nice if they had said on their website that they were not accepting new clients and saved me a lot of headache and time having to fill out their questionnaire since you cannot phone them directly.
David Bartolme is diligent, thorough, remarkably knowledgable, and a really nice person who's a pleasure to work with. Highly recommend. :)
Definitely recommend Bartolme and Associates. They've been an incredible with my tax preparation and the team is communicative and responsible. Thanks for help!
David made everything easy to understand and was very quick in responding back to me. Highly recommend Bartolme and Associates!
David is awesome. Patient and honest. Looking forward to a long and mutually beneficial financial relationship.
Incredibly knowledgeable, helpful, and responsive. I am very grateful for David and his team. Absolutely would recommend to anyone!
Wonderful service and a price that can't be beat! David is truly a professional whom is personable and has a wonderful family.
We've been doing our taxes with the team here for the past few years. They're easy to work with and get the job done efficiently.
I feel very fortunate to have Bartolme and Associates as my accountants!
David did an exceptional job walking me through this process. All my questions were answered with quick response
Best in class in our area. Saved us thousands over the years and always on top of the new codes and regulations!
Professional, amazing and knowledgeable. I highly recommend David and his team.
Outstanding service, professionalism, and timeliness. They do a great job.
Their phone line is an automated feedback loop. Nothing goes through.
David is excellent. Enough said.
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.