After years of neglect, my retirement plan was in tough shape. After conferring with co-workers…read morethey highly recommended I speak with Pia Meyer. At our first meeting Pia put me at ease with her knowledge and common sense investment advice. We have continued to grow my portfolio and I couldn't be happier with its direction. Pia has always been available to answer my questions regarding existing trends or emerging markets in investing. She exemplifies outstanding professionalism within her field while guiding me throughout my investment/retirement plan. I'm thankful to have Pia Meyer as my investment partner and advisor.

Pia helps me with a retirement account for myself and my employees. Pia is very knowledgeable and…read moretouches base often with updates, information and just to check in. Both my team and I appreciate Pia and we also appreciate the fact that our investments are earning an above average return. I would be happy to recommend Pia and her team (Bethany) to anyone.

We were referred to OD for our individual taxes by some good friends whom we trust deeply. Our…read moretaxes are more complex than I felt confident doing on my own with TurboTax or whatnot, and we wanted professional help. On our initial calls, OD gave us some great free advice on our situation, and quickly built trust. Unfortunately, all that trust was quickly flushed down the drain during the tax prep process. We were pawned off to another accountant, who was very unresponsive and the opposite of prompt. After getting them all of our information weeks before their requested deadline, then multiple emails, calls, and voicemails, we finally got a return call late in the evening only a few days before the filing deadline asking for more information. After this, we didn't receive our review copy of the return until the date of the filing deadline! We had hoped (and communicated the same to OD), to have our CFP (not from OD) review the return before filing, but didn't get this opportunity due to OD being extremely late with the draft. We barely got it in! The simple way to handle this would've been clear communication, an estimate of the taxes we owed, and a recommendation to file and extension. None of this happened. There was no apology or acknowledgment of this, just an impersonal request for feedback months later, and a surprisingly huge $3500 bill (!!) in July. They also promised to review our return with us after the fact and make some recommendations for our next-year tax planning, but never made good on this promise. Needless to say, we will not be using OD in the future. Take your business and dollars elsewhere.

I would avoid doing business with this firm if you are an individual or small business. We have…read morebeen in business over 40 years. We moved from OR to WA and had our longtime accountant retire recently. O-D claimed that they were the answer for our accounting needs and made numerous promises to get us to sign up. They paired us up with a remote accountant who is never available to meet and won't call us back. Also very condescending. Before we realized what type of business O-D is, we included our daughter, a college student with a part time job, in the tax preparation services. They charged us $1500 to do her very basic taxes! Unbelievable! Under their watch we have to pay in more than we ever have in the history of our business. not personable, not accountable and not prompt. What more could you ask for? Don't find out, go elsewhere.

I'm just not sure if the negative issues I encountered were due to lack of staff communication, or…read morean issue with my individual tax preparer. Maybe both. My taxes are relatively simple - single female, renter, basic 401k, etc. But I had just moved here from NY in the summer of 2020, and did not want to do anything incorrectly. I chose PNW based on Yelp reviews & convenience. They requested the documents that they needed be dropped off - everything was done over the phone due to COVID. Cool, no problem. The day of my phone consult, I get a call from the staff asking about the documents required, saying they didn't have them. I had dropped them off as requested prior to my phone consult date. My stomach dropped - I'm thinking my main tax copies are gone. They called me back later saying they had located them. Phew ... I then did a brief phone call with my preparer, Ryan. It took about 10 mins & the only sticky topic was how to address the fact that I didn't get any stimulus when I should have. He was nice & seemed knowledgeable, so I felt good about everything up to this point. I'm told to let him know when I'm ready for him to submit everything & it will be done right then via e-sign. Now, to be fair - they do inform you that the cost of your taxes being done is based on the NUMBER of forms they have to fill out. You're to look at their website & figure out what your total will be. Unfortunately for me, I was personally not sure what I should anticipate since I had both NY & OR forms. I will say that I was completely freaking floored when I was charged close to $600. I had my 2019 & 2018 taxes professionally done by a CPA when in NY - both times less than $200. Moving forward - It took me 3 separate phone calls over the course of a couple of weeks to get the message through that I was ready to submit the taxes & ready to pay. Each time I was told it would happen by whomever answered the phone, & that I would get an email confirmation for e-sign & CC payment. Each time I waited ....waited ... called back ... waited. Each time I had to re-explain the situation to whomever answered the phone. Finally after the 3rd call, this got done. I e-sign & put the (what feels like outlandish) preparation fee on my credit card. I was then told I needed to pick up my completed tax booklet & forms from the office & that I would get a call when it had arrived within the next few days. Two weeks later I call them, as nobody had called me ... am told it's there ... so I go to sign & pick them up. Again, lack of communication. Next, I get my refund & it's a little under $500 of what my preparer had told me I would get back. I called his office 4 separate times, leaving a message each time, before I finally got to talk with my preparer to ask what had happened. I'm told he doesn't have a way to know that because he can't access my tax info. I contact the IRS like he tells me to & get a letter about them adjusting my refund. I was told to let him know what the IRS says & to send him a copy of any info I get from them. I emailed him a copy & wait 2 weeks. No response. I then start calling the office. Again, 3 separate messages left with no call or email back. Seriously, guys?!! Today, I called again & explained the situation - my preparer wasn't in the office. BUT ... I FINALLY had the luck of speaking with a lady who actually took initiative, looked into my file, looked at the letter the IRS sent me about the adjustment, AND got back to me right away. She explained what had happened and actually seemed like she cared and wanted to help me. So - thank you Julia T - I almost considered giving 2 stars because of you. To summarize, I work in a professional service industry. It would never, EVER be acceptable to ignore my clientele after they had paid for my service. If I have to stay hours past close to answer my client emails & phone calls, I do it. Never in my wildest dreams could I feel okay ignoring messages or emails like this company has. Ultimately, I have to take the responsibility for the money it cost me for my taxes - I just didn't know any better that I would be charged for both NY & OR. Do I still feel like I got swindled? Yes. If you're going to charge me premium rates, I sure as heck shouldn't have to jump through all these hoops & waste my personal time begging for a response. Only to be ignored. I feel that I was incredibly patient & gave them the benefit of the doubt repeatedly. I was never once told "sorry" or offered an apology when I explained over and over that I had already called or emailed, I had already left a message, no one had gotten back to me, etc. I never became verbally upset or rude, despite how I felt. You can do better than this place, at least until they fix what I can only guess are some serious communication issues, or a general lack of client support/care from some of their tax preparers.

April at PNW Tax Service has done my taxes for almost 20 years. She is wicked smart, on top of all…read morethe new and existing tax laws, and offers lots of tips and suggestions in regards to my assets and investments. Even when I am late starting the process because I am waiting for one statement or revision, my taxes get completed quickly. April is fast, efficient, accurate and communicates clearly. I'm amazed at how quickly she goes through my stack of papers in what seems like no order, yet everything gets completed in record time and accurately! On top of all that, she is a really nice person and a pleasure to work with. There was one year I decided to do my own taxes to save money - huge mistake! Unintentionally I left out one income interest statement which the IRS caught 3 years later. I had to pay a large penalty, redo that year's taxes and the following 3 since the refund amount changed, changing the subsequent year's reporting. That one mistake cost me thousands in tax preparation to correct the original year, the 2 years after and the current year. Lesson learned. Now I'm paying it forward. Get your taxes done by a professional who is expert in their field, on top of all the new laws and accurate! April and Pacific NW Tax Service is my choice all the way. I'm very satisfied with the level of service they provide.

Ben's online portal and communication are great. However, I found myself having to do a handful of…read moreextra steps that I have not had to with other accountants while paying more than double what I've paid in the past. I thought the added fee would prove to be beneficial, but I had to do more work than I've done in previous years. I saw the 5 star reviews and thought it would be worth it. If I had used Turbotax I'd probably have an extra $400 in my pocket, with only a little bit of extra work. I could see how this may be worth it if you have a small business or a very complicated tax situation, but not worth it for the typical taxpayer, IMO.

When it comes to finances and paperwork, I'm easily overwhelmed. It's my achilles. I have been…read moreknown to leave an envelope in the mailbox for a month because even the thought of looking at the paperwork is overwhelming. Seeing a "Numbers" person is something I legit have dreaded. Im not kidding. Dreaded as in nausea and bad nerves. But I made a vow to myself that I was going to bring in 2018 starting out on the right foot in all ways...and this was the biggest issue. So I put out the feelers for a good accountant/tax person and Ben came up. I promptly (before I totally chickened out) made an (out of body ) appt with Ben and Im so glad I did! Ben is SO good with nervous people and people that have limited comprehension of his world. He's very patient, kind and grounded, and that alone helped me be calm. He explained things in very simple and clear terms, could tell when I was starting to get overwhelmed and would crack a joke and bring me back around. I never once felt like an idiot. I left there feeling like I have a solid basic plan to get started on. Sincerely, if you are overwhelmed by this aspect of your life because you have limited knowledge...Ben Numberman Harris is where you want to turn. Im very grateful I did.

Best rates, best customer service, personable, family based business. I have nothing but great…read morethings to say about this establishment. They saved me $72 dollars per month and gave me better coverages, specially on my house insurance. Highly, highly recommend them.

Bonnie at the Vancouver,Wa office has been so helpful with all of our insurance quotes and needs!!…read moreThey always find great rates and are quick to get things done.;) I recommend them to all my family and friends.

Good luck getting ahold of this guy. Doesn't respond to emails or calls. Switched to Pemco. Byeeeread more

Geoff's knowledgable insights into cost-effective, life-stage-appropriate insurance and financial…read moreplanning instruments have helped my wife and I save thousands and be better covered. Prompt, friendly, and non-technically-approachable....what else can you ask for! Highly recommend.

Matthew was great giving me a quote over the phone and saving me money on my insurance.read more