Stay away from this company. Just got off the phone with the Oregon State Auditor and they got no…read morelove for these guys. I have gotten no response after 3 requests for one letter of appeal that they supposedly sent to OR. I think they got one bad apple and one unresponsive guy trying to save his *ashtray in there that is ruining it for everyone. My two clients are probably going to end up owing somewhere between $30000 and $100000 just to the State of OR. If they send a referral to the IRS it could be 3 times that amount. This bad apple they have there as confirmed by my investigation is apparantly down with cancer. And while she has my best wishes to get well soon, I would not want to get near the Heat she's drawing down on Checked and Balanced customers.

After being audited for the two years we worked with Jen I learned that she does not have a license…read moreto practice tax preparation. Her company is a fraud. The IRS informed us she does not have a CPA license. After being audited I reached out to Jen and checked & balanced for help. They informed me they would take care of the IRS paperwork. After receiving multiple letters from the IRS I contacted checked & balanced 3 more times. In which they informed me they "forgot". They have completely stopped responding to emails and phone calls. After speaking with an auditor from the IRS I learned that Jen has been doing this for years. She makes up numbers, isn't licensed to practice, and ghosts clients as soon as they get audited. BEWARE that Jen and her company is fraudulent. Expect to owe the IRS if she files your taxes!

Genuinely one of the worst places to deal with for anything related to insurance. The staff are…read morescattered, distracted, and seem more interested in pushing policies than helping people. It feels predatory -- like their main goal is to confuse you into signing something you'll regret later. Please, for the love of all things holy, do not go here and definitely don't consider working here. I wish I could give less than one star.

Stacey spent a lot of time educating us about our Medicare options. I like dealing with…read moreknowledgeable people. I liked working with Stacey A LOT. Stacey has her finger on the pulse of all things Medicare. Medicare options are complicated and are constantly changing. Stacey is on top of everything that is going on today and has a pretty good idea of what is likely to be happening down the road so you can be ready for it. We felt confident that we made the proper well informed choice and I appreciate that peace of mind. Thanks Stacey!

helped get my niece coverage after moving from Philly to Oregon. Very through and knowledgeable…read more very pleased with her professional service. Highly recommend.

We spoke to Lori just now. Thanked her for picking up on a Saturday. She welcomed us to Portland…read more Then she hung up on us and won't pick up the phone. Didn't even ask our name. Was WILD. Be aware.

Mary is very reliable, responds to questions promptly and is easy to work with. she has gone beyond…read moremy expectations in dealing with my insurance. I am so glad I chose her for my long term health insurance.

Janet Fadel, is a God send!! She helped me work through, what I thought was going to be a huge…read moremess!! Janet is extremely knowledgeable, she's a professional with a caring heart!! I highly recommend her to everyone!! Thank you again Janet!! An a big shout out to her very sweet kind assistant Bailey!! Julie Hirning

Janet has been doing taxes for longer then I've been alive and really knows her stuff. She treats…read moreevery client like family and is competitively priced. Most of her clients have been with her for 20+ years which says a lot.

Now that I'm "disabled/retired" I think it's fair that I can be pretty unbiased on reviews of…read moreagents. Leanne will make sure that you have the RIGHT insurance. She is a very proactive / hands on agent that is always glad to talk to her clients. That is lacking sometimes. I'm a retired GM that worked in the disaster industry for around 20 years. I have State Farm. I've processed thousands of claims in my life, with more carriers than I can count. Take it from me.

We have had multiple insurance agents through different companies and no single person or agency is…read morebetter than LeAnn and her team. We just went in for our every other year checkup and LeAnn provided in-depth information for all aspects of our life (Home, Auto, Life, etc.). I cannot recommend LeAnn and her team enough! Do yourself a favor and schedule a time to come in to make sure you have the right amount of coverage for you and your family. You may be shocked (like we were) to see you aren't as covered as you think! Also, I appreciate that LeAnn and her staff are not aggressive when attempting to "sell" an insurance or banking solution. The information is presented in a logical, easy-to-understand format that allows YOU to decide what is best.

Spencer has a been a great agent since I moved to Portland. Through him I have insured my home and…read morecar. He's super easy to work with and extremely prompt when you need advice or a quick turn around on paperwork. I would high recommend Spencer for all your insurance needs.

Spencer is a great agent to work with! I know him from the Gresham Chamber of Commerce and he is a…read moreprofessional and kind man that is always looking in your best interests. I highly recommend you talk to him about any questions or insurance issues. He takes good care of his clients and community.

Mariette returned my call quickly and was very helpful with my incredibly unique situation. Even…read moreduring the middle of tax season, she took the time to listen and offer feedback, advice, and direction. Very appreciative of her!

Mariette is great. She's a true professional in that she knows what she'd doing and she respects…read moreher clients, and she hasn't an awesome, personable approach. It was a big deal to me that she worked our meeting into my schedule and met me at a location that was convenient for me. Also, she believes in putting together your taxes in a hard copy binder, which isn't an industry standard. Easier to find a hard copy binder than a thumb drive. Mariette also works with a lot of different types of customers, so she has experience with businesses and individuals. Most importantly, she is a fantastic blend of easy to talk to, likeable, and no-nonsense. I think it's well worth it to give her a call on tax and accounting matters.