Get to Know Bhatia & Co CPAs and Business Advisors
Established in the late 1980s by George Thana, CPA licensed in 1984, our firm was built on technical excellence, disciplined strategy, and unwavering integrity. For more than three decades, we have advised entrepreneurs, closely held businesses, and established companies across industries, guiding them through growth, transition, and successful exits. Our reputation has been forged through long-term relationships and results that stand the test of time.
For many years, Prabjot Bhatia, CPA worked alongside George, playing a key role in client advisory, firm operations, and strategic planning. In 2025, Prabjot assumed full leadership of the firm, marking the next phase of its evolution.
Under his direction, the firm launched a forward-thinking model that integrates advanced technology, proactive tax strategy, and modern financial insight elevating the client experience while preserving the strength of its legacy foundation.
Today, we stand as a firm defined by longevity, leadership, and momentum delivering sophisticated accounting and tax solutions with the depth of experience clients trust and the vision businesses need to move forward with confidence.
Discover how Bhatia & Co CPAs and Business Advisors can make a difference in your financial future. Contact us today at 503-762-8590 or request a consultation to take the first step toward greater financial clarity and success.
1984 — The Foundation of Technical Mastery
The firm’s foundation began with deep technical expertise and licensure in Oregon, establishing a disciplined approach to tax strategy, compliance, and financial integrity. From inception, the focus was precision, discretion, and long-term client advocacy.
1990 — Strategic Advisory for Entrepreneurs
Operating under Padgett Business Services, the firm began advising individuals and small business owners with a more strategic lens — going beyond preparation and focusing on planning. Early adoption of proactive tax positioning laid the groundwork for what would become a defining philosophy: strategy before compliance.
1993 — Formation of George Thana CPA, P.C.
With the creation of George Thana CPA, P.C., the firm expanded into a full-service accounting and advisory practice. Services evolved to include entity structuring, advanced tax planning, business consulting, and financial reporting designed to support scaling enterprises — not just maintain them.
2000 — 10X Growth & Regional Authority
By 2000, the firm had grown tenfold, becoming a recognized authority in the Portland metro region. Entrepreneurs, investors, and established operators relied on the firm not simply for tax filing, but for strategic financial direction and risk management.
The firm became known for:
- Structuring businesses for long-term protection
- Advising on profitability optimization
- Supporting high-growth companies through expansion phases
2010 — National Reach & Complex Advisory
The firm expanded beyond regional borders, advising businesses nationwide. Client engagements grew increasingly sophisticated, including multi-state taxation, layered ownership structures, and high-revenue enterprises.
This period marked a shift toward:
- Advanced tax minimization frameworks
- Multi-entity coordination
- Strategic advisory for scaling and acquisition
- Long-term financial positioning for ownership groups
2021 — Strategic Modernization & Infrastructure Evolution
A new leadership era began with a focus on modernization and expansion. The firm invested heavily in secure cloud-based infrastructure, real-time financial visibility, and data-driven forecasting tools.
Technology was no longer a support function — it became a strategic advantage.
Clients gained:
- Continuous tax projection models
- Real-time financial dashboards
- Enhanced compliance oversight
- Year-round strategic advisory access
The firm’s philosophy sharpened: elite businesses require elite financial architecture.
2025 — The New Era: Bhatia & Co CPAs, P.C.
In 2025, the firm rebranded to Bhatia & Co CPAs, P.C., marking a deliberate and elevated repositioning into a premium advisory firm serving high-net-worth entrepreneurs, multi-entity enterprises, and sophisticated ownership structures.
This was not simply a rebrand.
It was a strategic refinement.
Today, Bhatia & Co CPAs, P.C. operates at the intersection of tax advisory, wealth strategy, and business advisory.