When it comes to financial matters, you want people who you can trust. Jimmy is that person…read more As a repeat customer, Jimmy has exceeded my expectations. Last year's taxes were a bit complicated due to the sale of a house, but Jimmy outlined the process very clearly, including sharing a list of required documents. He patiently answered our questions, streamlined the process, and prepared our tax returns on time. Since then, I've used his services for tax advising on business structure. Jimmy was extremely informative, flexible, and took the time to answer my many questions. Highly recommend!

Jimmy is probably the best accountant I've ever had. He has an exceptional understanding of Oregon…read moretax law, is extremely thorough, and consistently goes out of his way to minimize our tax burden. He's also very friendly, approachable, and an excellent teacher who actually explains the reasoning behind tax strategies in a clear way. He is incredibly responsive via text, email, or phone, which is rare and hugely appreciated. I'm very happy--and fortunate--to have found him.

Gave me a free 30 minute consultation, answered all of my questions easily. I left with a huge…read moresmile on my face! Thank you for making taxes seem simple and not nearly as overwhelming as when I go at it myself with Google! Lol :)) great person and if I choose to have someone do my taxes at the end of the year I will choose aloha tax service! I am just starting to work for myself this year so it was extremely confusing at first trying to figure out how I pay and what happens if I don't pay quarterly. They made it a breeze! :D

never shows up on time. When he did, he was so weird.I asked him why the picture of his Nigerian…read morewife was not there on the wall anymore, He got crazy. Ass whole. cool, it. AM, not Immigration weirdo. I see he got some of his friends to make good reviews for him. pathetic

This guy was horrendous! The first question was how much do you make? Really what does that have to…read moredo with anything? I was calling about filing for an LLC and he wants my personal salary. Sounds like some guy behind a phone trying to be nosy. I have dealt with many CPA's and this guy should not be one.

This review is late, but once again, Judy, Leon and the crew come through in the clutch! Just had a…read morekid and got married and trying to figure out what to do with my retirement and possible tax ramifications, and they came to the rescue!! They helped my wife and I out over the years more than I could have imagined! Highly recommend coming here.

Our work with Lance Johnson has been very rewarding. His advice and insight is great resulting in…read moregreat returns. The response time of both Lance and his assistant, Eric is terrific. When they're contacted, they get back to you quickly- impressive and important. Thank you ROI team.

From the owner: ROI Financial is dedicated to providing investment management and strategic wealth planning to each…read moreand every client. Simply put, we strive to be our client's trusted advisor by helping everyone reach financial freedom.

Aera is professional, courteous, quick to respond, and very thorough. She caught income sources I…read moreforgot to consider by looking through my filing for the previous year, which is the kind of attention to detail that is invaluable in a CPA. Couldn't recommend her services enough!

I LOVE MY CPA! I've gone through many CPA's in my life. Aera…read morehas been the most responsive, punctual, and patient one, EVA! When she moved from California to Oregon, I was afraid of loosing her but she does tax for all state. With my work schedule, it is hard to pick up the phone. She is willing and able to do all communication via texts and emails, EFFICIENTLY AND EFFICIENTLY. The fee is very reasonable, especially for the service I get.

Overcharged and underdelivered. 2025 was our first (and…read morelast) year filing with PNW. We provided a well-organized packet of documents, which was commented on when we dropped them off. Then 3 days later was instructed to complete a very detailed filing questionnaire and instructions that our return would not be filed on time without if. We would have been fine with that if this was explained ahead of time instead of so close to 4/15. The filing review meeting was rushed and average. No tax strategies were explored for that year nor any tangible actions for the next year. Then we were given the bill which was over $2,000. Our 2024 filing was nearly a 3rd of that amount and experiences with our long-term preparer from 2006 - 2023 (who retired) was less a 1/4 for 2023. Both were professional tax advisors, and we had no major changes to our finances. We asked why it was so high and were given no plausible answer other than that is what they charge. I don't believe the Porsche's in their parking lot belong to clients. Lastly, very odd, the door to their office looked like we were entering an amateur workshop. We had concerns their premises were secure.

Paid a retainer fee 9 months ago to handle amended return. I have had to call and email every week…read moreto find out whats going on. Sometimes will go MONTHS before ever hearing back from anyone there. I would not trust this place to handle any of my affairs going forward

I called to see if he was taking new clients for filing taxes. His assistant was rude and…read moreunhelpful. I didn't bother to leave a message because I already was turned off from the experience...

I've worked with Gar for a few years. He knows his business, is responsive, detailed, organized and…read moreis easy to work with.

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.