Company lists · Data refreshed September 2026

Top 20 Fiduciary tax preparation firms based in Portland, United States

Name: Fiduciary tax preparation firms based in Portland, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 37 companies tracked

RevenueBase identified 37 company matches for fiduciary tax preparation firms associated with Portland, United States as of September 2026 and tracks 183 professional contacts across them, including 71 with verified work emails. Across the United States, New York is the largest hub for this category (240 companies); Portland has 37.

This list covers company matches for fiduciary tax preparation firms associated with Portland, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

37Companies

183Contacts tracked

71Verified emails

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The 20 largest fiduciary tax preparation firms based in Portland, United States

Ranked by team size

Top 20 of 37 company matches for fiduciary tax preparation firms based in Portland, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Alten Sakai & Company LLP	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	11-50	25 contacts →
	Exact match “Alten Sakai & Company LLP is one of the leading local accounting firms in the Portland, Oregon metro area.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	TOP Kohlbush Hoem LLP	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Located in the beautiful City of Roses, Portland, OR, Top Kohlbush & Hoem has been successfully serving the tax and accounting needs of clients for over 35 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Pacific Northwest TAX Service	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “We offer tax, accounting, payroll and tax audits services to individuals and small business owners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Peters & Company, P.C	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Experience with service professionals, retail, restaurant, construction, manufacturing, wine industry and wholesale businesses who employ one to more than 100 employees and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Wealth Advisors Northwest LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Wealth Advisors Northwest LLC provides comprehensive Wealth Management services in the Portland, OR metro area.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Robinson Smith Wealth Advisors, LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Robinson Smith Wealth Advisors provides independent fiduciary fee-only advice to high net worth executives and working professionals on how to achieve their goals and enjoy their…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Mosaic Consulting & TAX PC	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Mosaic Consulting & Tax specializes in helping small businesses with their bookkeeping needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Neumann Curtis Cpas	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “A passion for business and entrepreneurialism has led the founding partner, Robert Curtis CPA, to pursue a career in public accounting.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Ford Black & Co., PC	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Helping you, down your path, for your tax and financial accounting needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Filkins Group	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “We have the experience to guide you in all accounting and finance matters, yet we are small enough to give you the undivided attention and care you deserve.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Thompson Advisory Services	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Thompson Advisory Services offers holistic financial advice, we carefully examine how you want to lead your life and create a financial plan that supports your goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Carollo & Associates, PC	Exact match	Portland, CT, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Our financial firm, led by Joseph Carollo, CPA, offers a broad range of services for business owners, executives and independent professionals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	GO Green TAX	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Go Green Tax is a Portland-based accounting firm specializing in tax preparation, start-up business consulting, bookkeeping, and payroll services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	WEN Jiang & Company, PC	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	11-50	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Thunderegg Accounting LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “The days of the stodgy accountant are over.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Berg Morris LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Providing tax planning, tax compliance and accounting services to individuals, families, closely held business and estates & trusts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	CLS Financial Advisors, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “A financial advisor should do more than just manage your investment portfolio: at CLS Financial, we are focused on your entire life, providing holistic and proactive financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Blaze TAX Services LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Individual and small business tax preparation, tax representation and resolution services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Hintz & Company, LLC	Exact match	Portland, CT, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Higley Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “HIGLEY FINANCIAL has a core focus to assess, plan and implement financial strategies for successful individuals, families and businesses to be financially healthy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “fiduciary tax preparation firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 20 of 37 fiduciary tax preparation firms based in Portland, United States

See the full list, filter by size, metro and specialty, and access 71 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fiduciary tax preparation firms based in Portland, United States at a glance

As of Sep 20, 2026

38.8%Verified-email coverage

4.9Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

Email recency for this list is measured across the whole United States list rather than for Portland, so it is reported there. Company counts and contact totals on this page are exact for Portland, over 37 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Portland, United States whose business descriptions match “fiduciary tax preparation firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 71 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Fiduciary tax preparation firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “fiduciary tax preparation firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary tax preparation firms are there based in Portland, United States?

RevenueBase identified 37 company matches for fiduciary tax preparation firms associated with Portland, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Alten Sakai & Company LLP tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most fiduciary tax preparation firms?

New York leads the United States with 240 company records, followed by Houston (201) and San Diego (136). Portland has 37.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 71 professional contacts with verified work emails tracked across these 37 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.