Bhatia & Co CPAs P.C.

Your Trusted CPA Business Partners in the PNW

Certified public accountant in Portland, OR (show on map)

5.0

★★★★★

6 reviews

Portland-based CPA firm providing accounting, tax, financial planning, payroll, and business advisory services for businesses and individuals.

Call (503) 762-8590

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About

Bhatia & Co CPAs and Business Advisors was established to provide accounting, tax, and business advisory services to corporations, small businesses, and individuals throughout the Portland area. The firm specializes in a full suite of services including business incorporation, Xero consulting, valuation services, bookkeeping, financial statement preparation, payroll processing, tax reduction strategies, estate and trust planning, and wealth management.

Their experienced team helps clients navigate financial complexities with precision and care so they can focus on growing their business and securing their financial future.

Personalized tax reduction strategies tailored to each business

Holistic wealth management approach for business owners and high net worth individuals

Full-service payroll with compliance expertise

Specialized industry knowledge for dental, hospitality, medical, real estate, restaurant, and retail clients

Strategic business consulting with diagnostic tools and in-depth analysis

Complimentary guide 'Business Tax Strategies with One Big Beautiful Bill' for consultation bookings

Services

Business Accounting

Accurate, reliable accounting and bookkeeping for businesses of different sizes, including daily bookkeeping, financial statement preparation, invoicing, and inventory management.

Bookkeeping services Financial statement preparation Budgeting and forecasting Cash flow management

Tax Preparation

Precise and efficient tax preparation and filing for individuals, business owners, and independent professionals, including electronic filing for quicker refunds.

Personal income tax return preparation Small business and corporate tax filing Fast electronic filing Estate and trust tax return assistance

Tax Planning

Proactive tax planning and strategy development to minimize liabilities and maximize available credits and incentives.

Year-round tax planning Tax-efficient business structure optimization Expense and deduction analysis

Business Tax Reduction

Strategic tax reduction plans that save businesses money while ensuring compliance with all tax regulations.

Customized tax planning Maximizing tax credits and incentives Sales tax planning Payroll tax reduction strategies Capital gains and depreciation tax strategies

Financial Planning

Comprehensive financial planning services focusing on wealth preservation, asset protection, retirement planning, and estate planning.

Retirement planning Estate planning Trust planning Life insurance, health insurance & disability planning Mutual fund advising

Wealth Management

Holistic wealth management for business owners, high net worth individuals, and their families, including asset management and succession planning.

Asset management Retirement planning College savings plans Estate planning Trusts Charitable giving Asset allocation analysis Business succession planning Investment and insurance management

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Rating

★★★★★

Reviews

"delivers exceptional accounting and tax services."

Frequently Asked Questions

What services does Bhatia & Co CPAs and Business Advisors offer? +

The firm offers accounting, tax preparation, tax planning, business tax reduction, financial planning, wealth management, payroll, new business advisory, business consulting, and incorporation services.

Where is Bhatia & Co CPAs and Business Advisors located? +

The firm is located at 16742 Southeast Division St., Suite 200, Portland, OR 97236.

What industries does the firm serve? +

The firm serves dental practices, hospitality, medical practices, real estate, restaurants, and retail businesses.

Can the firm help with new business formation? +

Yes, the firm provides new business advisory services including business plan development, financing assistance, guidance on business structure, and tax planning for startups.

Does the firm offer payroll services? +

Yes, the firm offers full-service payroll processing including federal and state payroll tax filings, direct deposits, payroll reports, preparation of W-2s, W-3s, and 1099s, and worker's compensation audits.

What is included in the firm's wealth management services? +

Wealth management includes asset management, retirement planning, college savings plans, estate planning, trusts, charitable giving, asset allocation analysis, business succession planning, and investment and insurance management.

Does the firm provide tax reduction strategies for businesses? +

Yes, the firm specializes in creating strategic tax reduction plans that minimize liabilities, maximize tax credits and incentives, optimize business structure, and reduce payroll and sales tax exposure.

What financial planning services are available for businesses? +

Business financial planning includes succession planning, buy/sell agreements, employee benefit plans, executive compensation plans, and employee retention plans.