Blue Whale Accounting

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Accounting firm in Portland, OR (show on map)

5.0

★★★★★

2 reviews

A Portland-based CPA firm specializing in tax preparation, tax planning, trusts & estates, and business accounting.

Call (503) 221-4663

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About

Blue Whale Accounting is a Portland-based CPA firm led by Matt Fargo (CPA, MTax) and Carolyn Fargo (EA). The firm specializes in tax preparation, tax planning, and services for trusts, estates, and businesses.

With over 20 years of combined experience, they serve clients ranging from multinational corporations to small businesses including construction companies, financial services firms, law practices, and veterinary clinics. Their mission is to make tax compliance hassle-free and foster year-round financial value. The firm emphasizes sustainable practices and ecological responsibility.

Over 20 years of combined experience

Personalized service and year-round support

Secure 24/7 online client portal

Commitment to sustainability and ecological responsibility

Specialization in trusts, estates, and diverse business sectors

Services

Tax Preparation

Enjoy a hassle-free tax season. We've got all your filing needs covered.

Tax Planning

Build your future with confidence. We bring clarity to complex decisions.

Trusts & Estates Services

Specialized accounting and filing guidance for trusts and estates, from initial loss to ongoing annual trust accounting.

Business Accounting

Year-round support for businesses including construction, financial services, law practices, and veterinary clinics.

Credentials & Certifications

Certified Public Accountant (CPA)

Enrolled Agent (EA)

Oregon Society of CPAs

Reviews

Rating

★★★★★

Reviews

"Carolyn and Matt at BWA did a fantastic job of preparing my taxes this year."

Frequently Asked Questions

What services does Blue Whale Accounting offer? +

Blue Whale Accounting offers tax preparation, tax planning, trusts & estates services, and business accounting support for construction, financial services, law, and veterinary industries.

Where is Blue Whale Accounting located? +

Blue Whale Accounting's office is at 15115 Southwest Sequoia Parkway, Suite 170, Portland, Oregon 97224, United States.

How can I contact Blue Whale Accounting? +

You can contact them by phone at (503) 221-4663 or email at [email protected]. Office visits are by appointment only.

What credentials do the team members hold? +

Matt Fargo is a Certified Public Accountant (CPA) with a Master's in Taxation (MTax). Carolyn Fargo is an Enrolled Agent (EA) admitted to practice before the IRS.

Does Blue Whale Accounting offer online services? +

Yes, as a modern CPA firm, their processes and meetings are primarily online. They provide a secure client portal accessible 24-7 for document sharing, messaging, form signing, and invoice payment.

What industries does Blue Whale Accounting serve? +

They serve construction companies, financial services firms, law practices, veterinary clinics, and businesses ranging from multinational corporations to corner stores.

What is Blue Whale Accounting's approach to sustainability? +

The firm integrates sustainable practices in operations, collaborates with like-minded organizations, and participates in initiatives that drive meaningful change to help preserve ocean health.

What resources are available on the Blue Whale Accounting website? +

The support page provides IRS links, state and local tax payment/refund links, small business resources, and security guidance including the IRS Dirty Dozen scam list.