Small Business Accountant Portland CPA | Bookkeeping Service | Estate Planning

Your Proactive & Holistic Financial Planning CPA in Portland

Accounting firm in Portland, OR (show on map)

5.0

★★★★★

4 reviews

Portland-based CPA firm offering tax planning, bookkeeping, estate planning, and wealth management for businesses and high-net-worth individuals.

Call (503) 445-3578

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About

Established in 1964 in Portland's Hollywood district, Downing & Company, LLC has evolved from a tax planning firm into a comprehensive financial services company. They offer tax planning, bookkeeping, payroll, estate planning, wealth management, business valuation, and family office services.

Their team of CPAs and professionals works holistically and proactively to save clients $50K-$150K in taxes annually and protect legacy wealth. They serve clients across Portland, Seattle, Spokane, Salt Lake City, Honolulu, and 15+ other U.S. cities.

Response within 24 hours

3-10x ROI

No Surprises Guarantee

Proactive CPAs

Holistic Strategy

Friendly Advisors

Secure Client Portal

Fixed Fee Transparency

70+ Professionals (Family Office)

CPAs who go beyond tax planning

Services

Tax Planning

World-class tax planning services designed to save you money now and protect your financial future.

Proactive tax strategies 3-10x ROI Fixed fee transparency CPA-led planning

Accounting Services

Bookkeeping and accounting services performed by CPAs to reduce mistakes and provide valuable business insights.

Bookkeeping Payroll Services Tax Preparation Financial Statements Business Valuation Accounts Receivable/Payable Reconciliation

Estate Planning

CPA firm married with estate planning attorneys to ensure a simple transition for your family and a legacy of wealth.

Wills & Revocable Trusts Irrevocable Trusts Probate & Estate Administration Trustee Representation Estate & Gift Taxes Charitable Planning

Wealth Management

Comprehensive family office services giving convenient access to 70+ professionals usually only afforded by billionaires.

70+ Professionals Family Office Services Risk Management Investments Long-Term Care Planning Business Succession Planning

Credentials & Certifications

CPA (Certified Public Accountant)

Since 1964

EA (Enrolled Agent)

Reviews

Rating

★★★★★

Reviews

"Their expertise not only meets but exceeds expectations!"

Frequently Asked Questions

What services does Downing & Company offer? +

Tax planning, accounting/bookkeeping, estate planning, and wealth management services.

Are the accounting services performed by CPAs? +

Yes, all bookkeeping and accounting services are done by CPAs, reducing mistakes and providing valuable business insights.

What is the firm's response time guarantee? +

Response within 24 hours.

What is the firm's fee structure? +

Fixed fee for accounting and estate planning services, with full transparency and respect.

How much can clients save in taxes? +

Clients can save $50K to $150K in taxes this year, and up to 39.9% of their entire net worth long term.

Is switching accounting firms difficult? +

No, it only requires a brief email to your current accountant requesting they send your books to Downing & Company.

What cities does the firm serve? +

Portland, Bend, Billings, Bozeman, Coeur d'Alene, Eugene, Honolulu, Indianapolis, Longview-Kelso, Madison, Maui, Minneapolis, Olympia-Lacey-Tumwater, Salt Lake City, Seattle, Spokane, St. Louis, Tri-Cities, Wichita, and Wenatchee MSA.

What makes Downing & Company different from typical CPA firms? +

They are proactive, holistic, results-focused, and care about clients as friends. They offer 70+ professionals as part of a family office and show up for clients all year long, not just during tax season.

Contact Small Business Accountant Portland CPA | Bookkeeping Service | Estate Planning

Small Business Accountant Portland CPA | Bookkeeping Service | Estate Planning

Address

5933 NE Win Sivers Dr, Portland, OR 97220

Phone

(503) 445-3578

Website

downingpdx.com

Opening Hours

Sunday

00:00–23:59

Monday

00:00–23:59

Tuesday

00:00–23:59

Wednesday

00:00–23:59

Thursday

00:00–23:59

Friday

00:00–23:59

Saturday

00:00–23:59

Location

Location of Small Business Accountant Portland CPA | Bookkeeping Service | Estate Planning, 5933 NE Win Sivers Dr, Portland, OR 97220 · View on Google Maps