We needed help with our taxes - with someone who could do our personal WA based federal taxes plus…read moreOR. I was referred to one of the Sherwood folks by a friend. I explained that I really didn't know anything about convoluted taxes and the family-related firm we'd gone with the past 2 years had been highly problematic - which is why we needed a new person/firm. They explained that fees were based on the number of forms. I scanned mounds of pages for both 2023 and previous 2022 year. This sat, unreviewed, for a few of weeks. When the person did look at them - I received a nasty email stating how I had "blindsided" them. Our past filings included many more forms than I had any working knowledge of when I first contacted. They assumed we would balk at the price & accused me of "blindsiding". I have no clue about taxes - which is why we were looking for a professional to do them. Because of the OR portion, no, it is not particularly easy to find someone outside OR to do the job. (OR has law that a CPS MUST be certified to do OR taxes) We would've paid the fair price based on the # of forms it turned out to be. Now - I'm scrambling to find someone only 2 weeks before Tax Day.

Talked to (Julia and Amy) to do our joint business and personal taxes. We asked if our taxes…read morewould be getting looked at after being in queue for 3 weeks. After waiting for 3 weeks in their queue they said they would not work with us. Extremely unprofessional and wasted 3 weeks of our time. We wanted a professional tax service so we could lock down a good mortgage rate. DO NOT WASTE YOUR TIME WITH THIS COMPANY.

I can't say enough great things about the team at Fulwiler & Brasket! After working with a former…read moreCPA who was never available to answer my questions, I was searching for a team of professionals whom I could trust. I'm so happy that I found Judy Roberts and Connie Delgado. They are friendly, accessible, and quick. I highly recommend them!

We've been using this CPA firm for years and couldn't say enough positive about them. As a small…read morecompany, they have been a valuable resource to us and we are so glad to be clients. Amber Gardner Gardner Team Real Estate

great organization! Chris completed my mothers' trust returns and it was fantastic. cost was…read morereally reasonable for the work done.

the entire heaton family and staff, parents alicia and chris, and daughter "beth" (my longtime…read moreprimary point of contact) are simply wonderful and very accommodating. i have been using their services for 25 years and continue to do so EVEN AFTER MOVING TO FLORIDA! as you might imagine, florida is not lacking in CPAs available to help seniors with tax/financial matters. they are very pleasant to work with and you can always trust their judgment and knowledge. i consider myself lucky.

As the founder of a small branding agency, I'm no stranger to wearing a lot of hats; unfortunately,…read morethat "bookkeeper" one has never been a particularly great fit for me. While I have no trouble understanding the high-level principles, the steep learning curve of our highly nuanced accounting software was endlessly daunting. Not surprisingly, I couldn't wait to hand off that aspect of my role and, in mid-2020, the opportunity finally presented itself. From the very first phone consultation to the latest reporting, Closing Your Books has been phenomenal to work with and has provided outstanding service at every turn. Having super-clean books makes tax time a breeze, and I can confidently pull numbers at the drop of a hat, which has opened us up to small-business loans and grants we might have otherwise missed out on. Lozelle brings a wealth of expertise in accounting and bookkeeping, and her collaborative, educational approach sets her far apart from the competition. I absolutely love that I learn something new during every check-in, and it's rare to find someone who empowers you to keep up with them. Lozelle is also one of the kindest, most supportive people you'll ever meet. I'm deeply grateful for the way she's made mentorship a fundamental part of what she does. She's not only helped me navigate a variety of challenges and uncertainties - pandemic-related and otherwise - she's also strengthened my operational skills and strategic-planning abilities. Deciding to hire Closing Your Books continues to be one of the best business decisions I've ever made. And, thanks to Lozelle, I rest easy knowing that we'll continue to make smart, financially strategic choices as we pivot, evolve, and grow. We heartily recommend her to colleagues and clients every time!

I heard Lozelle speak at a networking event and was immediately intrigued by her approach. I was…read morereluctant to hand over all of our book-keeping responsibilities and appreciated her focus on "teaching us to fish" instead of just doing everything for us. She guided us through the process and let us do a lot but also stepped in when we were getting off track. I feel like we're on really strong footing now thanks to her and will absolutely reach out again and again as we need help. I love knowing that we have someone very skilled in our corner to help with anything we need while also feeling empowered that we own our own bookkeeping process. The recaps that she sent out after each session are also very valuable tools.

Just had my taxes done here with David. I had stock proceeds, sold a house and some other complex…read moretransactions. He handled all of them quickly, explaining as he went how everything was calculated. He then gave me a plan to minimize the amount I owed for next year, and corrected a couple of misunderstandings I had about how various taxes worked. He was also affordable compared to some of the places I contacted.

I am a first-time business owner and I could not have gotten off the ground without David Niebur…read more He is so knowledgeable and giving of his time and expertise. I felt like I wasn't alone and he had my back.

Our family has been using Stone and Associates for tax services for many years and have always been…read morehappy with their service. We've found them to be very knowledgeable and helpful, and plan to continue using them for the foreseeable future.

Unprofessional, adversarial, antagonistic. Just a really awful experience dealing with Mike Stone…read more The initial quote given for my tax return preparation, based on my full disclosure and his review of my past returns, was surpassed by many hundreds of dollars. He filed an IRS form without my knowledge or approval and then tried to bill me for his time in doing so. Beware.

James did our taxes last year. He initially told me that he would charge me $795 to complete them…read more Later on he found that he had to also do a foreign earned income paper and said that his fee would be slightly higher to complete that. He ended up charging me $1399 and he filed the paper late! I complained that charging me $599 extra was not a slight increase in fees, but he would not negotiate with me. I found a new CPA to do my taxes (5 stars on yelp). She did an excellent job for only $579.

I have been working with Jeremy Shook for advice and tax services for nearly a decade, and Jim…read morebefore that. Close to another decade. They've advised me through new business formations, business partnership changes, life changes and it has always been a great comfort to know they are in my corner. Never have I had an issue or a problem. More importantly, I've never had a worry that the work wasn't done right. I recommend them to business associates and personal friends all the time. Cheri provides a friendly greeting whether I call or show up at the office, and I almost look forward to tax time for this reason!

Reliable Tax Service is a trustworthy, local business run by Monique Hunyh, CPA…read more Reliable Tax Service has been preparing our personal and business taxes since 1998 and helped us with the challenges of state and federal filings as our companies have grown and navigated the ups and downs of the economy. For bookkeeping, taxes, financial information and good tax advice I recommend Monique highly. She is devoted and hard working and truly cares about her clients. Her rates are fair and she is worth every penny. Trust is key. You can count on Monique to organize any bookkeeping challenge and to always be honest with you. She's a terrific CPA.

If only there were negative stars. I will give you a good warning...DO NOT USE this idiot. They do…read moreNOT know taxes, laws, etc. Most importantly they are NOT trust worthy. I went to have my taxes done, quoted me a price, I asked if that was firm or would there be changes (aka other fees for their serves). So I can budget their fees, reasonable ask. Said nope fees are a flat rate, the quote I give is the quote I charge. Ok, clear enough. Well I forgot some tax info and had to leave and return within 15minutes. Within that time my quoted price doubled!! What!?! For no reason, no tax changes, literally just had to get some papers I forgot. Can we say scam!!! Needless to say I promptly took my info and ran out the door.