Portland Wealth Management is No Longer Exclusive to Billionaires
Break Into the Top 2%
Making Billionaire Family Office Services Attainable for Everyone
To grow and retain your wealth today and for generations to come, you’ll need a team of experts comprised of attorneys, accountants, financial advisors, risk mitigation specialists, and business advisors.
The full-time in-house employment of all of these professionals for wealth management is known as a “family office,” and it’s usually reserved for billionaires because hiring all of these services individually could break your bank.
Plus, do you have the time and know-how to assemble this team?
That’s why we’ve done it for you!
Our Wealth Management
Solutions Are for You if You Want…
Trusted by Portland Business Owners

“They were quick to get back to us and set up an in person appointment to discuss final taxes on an estate. The office was professional and in a great easy to get location.”

“We have had our taxes done here for many years. They have always been professional and provided excellent customer service.”

“Tim is wonderful. Easy to work with and very thorough, saving me money on my business taxes. I wouldn't use anyone else.”
CPAs With a Passion for Family Office Services
Established in 1964 in Portland’s Hollywood district, this firm already offered extraordinary tax planning services. Since then, I have evolved our company beyond the typical Portland accounting firm to include estate planning and wealth advisory because I wanted to take care of my family’s legacy wealth and help others do the same.
Over the years, clients have passed away and I’ve seen the disaster it creates for those who don’t have a plan in place. I truly want better for you and your family.
I know what good estate planning looks like for a bereaved family. It takes unnecessary stress off their plate and leaves them in a very good situation for decades.
On behalf of my family and our amazing team at Downing & Co, I look forward to working with you so you can save in taxes today and ensure your legacy for the future.

We’re Not Your Average Portland Wealth Management Firm. Here’s What You’ll Get When You Hire Us…
Our 5 Phases of
Proactive Planning
Check Ins
Meet Your Portland CPA Team
Tim Downing, CPA, Oregon
Jeannie Ryall, EA
Dachelle Hattan
Lee Schwartz
Shirley McArthur
Your Comprehensive Family Office
Wealth Management Services
Personal Planning Focus
✓ Investments
✓ Retirement
✓ Social Security
✓ College Expenses
✓ Safe Money Options
✓ Personal Tax Reduction
✓ Asset Protection Planning
✓ Wealth Transfer Advisory
✓ Tax Advantaged Wealth
✓ Trust Planning
✓ Estate Planning
✓ Charitable Planning
✓ Risk Management
✓ Life Insurance
✓ Personal Health Insurance
✓ Long Term Care
✓ Disability Insurance
Business Planning Focus
✓ Business Direction/Vision
✓ Business Growth
✓ Leadership Skills
✓ Culture & Accountability
✓ Succession Planning
✓ Financing Options
✓ Reducing Operational Costs
✓ Business Tax Strategies
✓ Buy-Sell Agreements
✓ Key Man Coverage
✓ Property & Casualty Insurance
✓ Reducing Health Costs
✓ Employee Retention
✓ Employee Retirement Plans
Book a Free
Consultation
Fixed Fee
No Surprises
Guarantee
Small Business Accounting in Your Area & Beyond
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(808) 466-1313
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(385) 519-0666
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(206) 203-0555
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(509) 255-7466
Yes, We Offer Wealth Management Services in Portland, Oregon
Vancouver, WA
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Portland Small Business Accountants is near Pioneer Courthouse Square which is close to Troutdale, Fairview, and Canby. Pittock Mansion, Providence Park, and Portland Japanese Garden are also nearby.
FAQs
1 Fun And 1 Interesting Fact About Portland!
Portland is affectionately known as the “City of Roses” due to its ideal rose-growing climate, which led to the establishment of an annual Rose Festival starting in 1907. An intriguing feature of Portland is Mill Ends Park, officially recognized by the Guinness Book of World Records as the smallest park in the world, measuring just two feet in diameter. It was created in 1948 on a median strip for the purpose of being a colony for leprechauns and a location for snail races.
Portland Small Business Accounting Resources
Oregon Association of Tax Consultants
3075 S.E. Century Blvd.
Suite 110
Hillsboro, OR 97123
(503) 726-0100
Portland, Oregon Local Resources
Portland Metro Chamber
121 SW Salmon St.
Suite 1440
Portland, OR 97204
(503) 224-8684
Portland Office of Management & Finance
1120 SW 5th Ave
Room 901
Portland, OR 97204
(503) 823-5288
Portland IRS Taxpayer Assistance Center
1220 SW 3rd Ave
Portland, OR 97204
(844) 545-5640
Portland Police Bureau
1111 SW 2nd Ave
Portland, OR 97204
(503) 823-3333
City of Portland
1221 SW 4th Ave # 110
Portland, OR 97204
(503) 823-4000
Top Companies in Portland, Oregon
More About Small Business Accounting in Portland, Oregon
Portland, Oregon, stands as a vibrant city known for its lush greenery, cycling-friendly streets, and strong embrace of alternative lifestyles. As of the latest estimates, Portland boasts a population of over 650,000 residents, making it the largest city in Oregon and the 26th most populous in the United States. This diverse city offers a rich tapestry of demographics, with a significant Caucasian majority followed by Asian, African American, Native American, and Hispanic communities. The city’s demographic makeup reflects its cultural diversity, evident in its array of festivals, restaurants, and community events celebrating various cultures.
The residents of Portland are known for their progressive values, environmental awareness, and creative spirit. The city has a young, vibrant, and educated populace that drives its dynamic cultural scene. Portlanders are also recognized for their high engagement in local activism and politics, advocating for sustainability and social justice. The city’s unique character is also shaped by its numerous microbreweries, coffee shops, and a culinary scene that prioritizes local and organic ingredients, further defining the distinctive lifestyle of its inhabitants.
Small business accounting in Portland caters to a vibrant community of entrepreneurs and startups, reflecting the city’s innovative and progressive spirit. Local accountants specialize in providing comprehensive services tailored to the unique needs of small businesses, including bookkeeping, tax preparation, and financial planning. Given Portland’s diverse economic sectors like technology, retail, and creative industries, these professionals are adept at navigating industry-specific financial challenges and opportunities, ensuring businesses not only comply with state and federal regulations but also thrive financially.
In addition to traditional accounting services, Portland’s accountants often focus on sustainability and community engagement, aligning with the city’s values. They offer guidance on taking advantage of local eco-friendly incentives and help businesses implement practices that contribute positively to the community. This approach supports small businesses in integrating into Portland’s social and environmental fabric, fostering not just economic growth but also a commitment to the city’s overall well-being and sustainability.
Downing & Co works with businesses and high-networth individuals to minimize their taxes and grow their bottom line, while building and preserving their legacy. Offering tax planning, accounting services, estate planning, and wealth management services in the greater Portland area, we work holistically and proactively for you. Our clients love our quick response time, fixed fees, friendly advisors, and our creative, results-focused approach.

