CPAs can also help you with tax preparation and auditing services, and help you
develop an effective accounting system
for your personal and household needs.
Other services provided by CPAs include
advice about how your financial situation
will change based on life changes such as
marriage or divorce, retirement, college,
and more. CPAs will give you useful
advice and tips that you might not learn
about any other way.
The most important factor of choosing
BANKING IN PORTLAND
a CPA is that you trust them with your
personal financial information. Make
sure that your CPA has the proper level
of experience and training, and don’t
forget that you can ask for references. For
additional information or to find a CPA,
contact the Oregon Society of CPAs at
503-641-7200 or view its website at www.
orcpa.org, or in Washington, the Wash-
ington Society of CPAs at 425-644-4800
The Portland area offers many banking
options to suit your needs. In addition
to a few local banks, most major banks
have branches in the metro Portland
area as well. Banks in the area include
Simple Bank, Umpqua Bank, Columbia
Bank, Bank of America, and JPMorgan
Credit unions are popular in the Portland
metro region. Credit unions provide many
of the same services as banks, including
home loans, but they are not-for-profit,
and they are cooperatives, so instead of
seeking to profit, credit unions are driven
by their members—those who bank with
them. Credit unions focus on serving
their members by typically offering
better interest rates on loans and savings
accounts and lower fees for other services.
Just a few of the many local credit unions
in the area are: Unitus Community Credit
Union, Advantis Credit Union, OnPoint
Community Credit Union, Rivermark
Community Credit Union, and IQ Credit
Union in Vancouver.
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Lake Oswego, OR 97035
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