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Company lists · Data refreshed September 2026

Top 19 Private client accounting firms based in Bend, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 26 companies tracked

RevenueBase identified 26 private client accounting firms headquartered in Bend, United States as of September 2026 and tracks 103 professional contacts across them, including 42 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Bend, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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 HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review
26Companies
103Contacts tracked
42Verified emails
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The 19 largest private client accounting firms based in Bend, United States

Ranked by team size
Top 19 of 26 private client accounting firms based in Bend, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private client accounting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Callan Accounting CPA & Advisors, LLCPartial evidence
Bend, OR, United StatesHQ checked Sep 5, 202611-5012

“Callan Accounting, CPAs & Advisors was founded by Stephen Callan in 1982 with the philosophy of offering solutions that will build value in your business while easing your…”

Source: company website · checked Sep 5, 2026
2
Riley Wigle Cpas, LLCStrong evidence
Bend, OR, United StatesHQ checked Sep 5, 20261-105

“Riley Wigle CPA’s is committed to providing accounting, tax, financial reporting, and consulting services with a level of client service that distinguishes us from our competition.”

Source: company website · checked Sep 5, 2026
3
Copia Wealth ManagementIndirect evidence
Bend, OR, United StatesHQ checked Sep 5, 20261-105

“Copia Wealth Management is a financial services company based out of Bend, Oregon.”

Source: company website · checked Sep 5, 2026
4
True Wealth GroupPartial evidence
Bend, OR, United StatesHQ checked Sep 5, 20261-104

“Our firm was built for and around our clients.”

Source: company website · checked Sep 5, 2026
5
Bend Wealth AdvisorsIndirect evidence
Bend, OR, United StatesHQ checked Sep 5, 20261-104

“You lead a busy life, but you know that putting your financial future on the back burner is not in your best interest.”

Source: company website · checked Sep 5, 2026
6
Axia Wealth Management, INCPartial evidence
Bend, OR, United StatesHQ checked Sep 5, 20261-103

“Axia Wealth Management is a firm built around our clients.”

Source: company website · checked Sep 5, 2026
7
Azure TAX And Accounting LLCPartial evidence
Bend, OR, United StatesHQ checked Sep 5, 20261-103

“Our mission is to make tax and accounting understandable through CLEAR and concise communication.”

Source: company website · checked Sep 5, 2026
8
Eagle Wealth ManagementIndirect evidence
Bend, OR, United StatesHQ checked Sep 5, 20261-103

“Ever feel a little lost on your path to financial freedom?”

Source: company website · checked Sep 5, 2026
9
Klein Investment Strategies, LLCIndirect evidence
Bend, OR, United StatesHQ checked Sep 5, 202611-502
Source: company website · checked Sep 5, 2026
10
Crosswaters Wealth ManagementIndirect evidence
Bend, OR, United StatesHQ checked Sep 5, 20261-102

“Crosswaters Wealth Management was founded in 2021 by Eric White, who’d been a successful wealth advisor for nearly three decades, working for an industry leading financial…”

Source: company website · checked Sep 5, 2026
11
G. Pollack FinancialIndirect evidence
Bend, OR, United StatesHQ checked Sep 5, 20261-102

“At G.”

Source: company website · checked Sep 5, 2026
12
Sherpa Wealth Strategies, LLCIndirect evidence
Bend, OR, United StatesHQ checked Sep 5, 20261-102

“Sherpa Wealth Strategie is a comprehensive financial services firm in Bend, Oregon committed to helping you improve your long-term financial success.”

Source: company website · checked Sep 5, 2026
13
Capstone Certified Public Accountants LLCStrong evidence
Bend, OR, United StatesHQ checked Sep 5, 202651-2001

“Capstone CPAs is a leading integrated accounting firm in the Pacific Northwest offering a wide array of services to small and large clients alike.”

Source: company website · checked Sep 5, 2026
14
Zivney Financial Group, LLCIndirect evidence
Bend, OR, United StatesHQ checked Sep 5, 20261-101
Source: company website · checked Sep 5, 2026
15
Catalyst Accounting LLCPartial evidence
Bend, OR, United StatesHQ checked Sep 5, 20261-101

“At Catalyst Accounting, we provide trusted, comprehensive financial services to help businesses grow with confidence.”

Source: company website · checked Sep 5, 2026
16
Mode Hanus, LLPPartial evidence
Bend, OR, United StatesHQ checked Sep 5, 20261-101

“Serving the accounting needs of individuals and businesses throughout Central Oregon and Bend.”

Source: company website · checked Sep 5, 2026
17
Gray Wealth StrategiesIndirect evidence
Bend, OR, United StatesHQ checked Sep 5, 20261-101

“I love the opportunity to bring confidence and clarity to those in retirement or approaching retirement so that they can have the time to live their best days of financial…”

Source: company website · checked Sep 5, 2026
18
Tyler Accounting LLPPartial evidence
Bend, OR, United StatesHQ checked Sep 5, 20261-101

“At Tyler Accounting LLP we pride ourselves on our ability to provide our services in a professional yet personal way.”

Source: company website · checked Sep 5, 2026
19
Hanson & Co. P.C.Certified Public AccountantsIndirect evidence
Bend, OR, United StatesHQ checked Sep 5, 20261-101

“Hanson & Co.”

Source: company website · checked Sep 5, 2026

Showing 19 of 26 private client accounting firms based in Bend, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 42 reachable decision-makers.

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Private client accounting firms based in Bend, United States at a glance

As of Sep 5, 2026
1-10Median size (employees)
New YorkLargest hub · 650 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
20
11-50
4
51-200
2

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Bend, over 26 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among private client accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.

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
Companies headquartered in Bend, United States whose own description of what they do matches “private client accounting firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among private client accounting firms, and records with no verified work email. Companies headquartered outside Bend are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 42 across the full list. 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 5, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Private client accounting firms by metro in the United States

Frequently asked

How many private client accounting firms are there based in Bend, United States?

RevenueBase identified 26 private client accounting firms headquartered in Bend, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Callan Accounting CPA & Advisors, LLC, headquartered in Bend, tops this list with the largest team on record.

Which city has the most private client accounting firms?

New York leads with 650 headquartered companies, followed by Houston (422) and Atlanta (329).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 42 verified decision-maker contacts tracked across these 26 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 5, 2026.

Ready to reach these companies? Verified emails and direct dials for all 26 private client accounting firms based in Bend, United States. Start with a free account, no credit card.

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Related lists

Browse: Companies home · Private client accounting firms in United States · All United States lists · All Private client accounting firms lists · New lists

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.

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