Sound Planning gains customers by educating them before they are customers - we were nearing…read moreretirement and needed a hand navigating Medicare and did we have enough for the future . We first went to their free seminars, about 8 hours worth, and signed up. We are very pleased that we were assigned to Loren, he is easy to reach anytime with questions.

Loren and Gretchen took the time to ask us about lives and genuinely care about how we are doing…read more We truly know they want to help us make good financial decisions and aren't afraid to give suggestions that may not benefit them. We have been clients for 9 years and wouldn't want anyone else to help us with our retirement accounts! SPG is AWESOME

I called Brandon out of the blue with a one-off issue about my tax filings. In 5 minutes he gave me…read moregreat advice and peace of mind. Great accountant, better man.

This guy. You need…read morehim on speed dial. Not for Al Capone-tax-dodging reasons, just because you want a guy on your side as your pay your hard-earned money towards our taxation nation. Make it count...but in all ways fair. The Mr. of this equation has been seeing Brandon Ferguson for a few years. Before I got married, I had the simplest tax return on Earth: earnings, 401(k), and some donations. We own our home and rental property together, but I always LITERALLY left that to Mr. Ferguson to work out. So this year, I was married (!) and had to be included in all this tax nonsense. I say nonsense, but the truth of the matter is that I'm very familiar with taxes and how they work (stoopid work). Brandon checked in with us on the regular regarding tax paperwork he needed. He was like the proverbial mother-in-law in the GOOD way; and when we figured out our final return: newly married, rental property, residence property...I was happy that he explained everything in plain English, (I could have taken more tax jargon, really!) and [he] found each exception he could, explaining what needed to be taken, etc.) THIS GUY. He's a CPA. He studied [and paid the] same amount as everybody else to gain this certification. I find it funny that ONE person complained about the price that you pay for a person that is on both your side, AND the LAW'S side of things. He's looking out for your best interest ALWAYS; and frankly, H&R Block are terrific people, but to say that you have an accountant of your own is not some kind of weird status thing, it's knowing that you have somebody who will best advise you on how get through this crazy tax world. I'm embarrassed to say how little we paid for this amazing service, so I'll leave it to you to call him yourself. We found him via Yelp years ago and will never EVER look to another to take care of us. Deadly serious. THIS GUY. You need him.

In all my years of doing business I've never met such unprofessional and and flat out lying group…read moreof con artists.. After transferring my savings account into their alleged financial engine the account went down $8000 in a matter of a week largely due to the fact they didn't listen listen to my request to transfer funds.. They offered me a $1700 credit due to their errors. 2 days later they canceled my account and did not issue the credit and simply said sorry we don't like doing business with you they have another financial adviser As the one I had clearly was not on the same page with me. I was promptly told that's not an option and that if I want to sue them go right ahead which I will. This company is such a joke a joke you would be much better off just putting your money in the S& P than with these clowns

From the owner: The further you go in your financial life, the more complex it becomes. That's why you need a…read morepartner who can help you plot a course. The Edelman Financial Engines office in Lynnwood is here for you, serving the areas of Seattle, Lynnwood, Everett, Mount Vernon and Bellingham. Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Love working with them. They handle almost everything on the financial front for me, which is…read moregreat, I have no interest and little ability in dealing with most of it and since they handle it, I don't have to.

From the owner: Our mission is to assist our clients with their wealth and financial management needs so they…read moreachieve financial piece of mind. We are an innovative wealth management team committed to providing an unparalleled level of service for our clients. We offer a comprehensive package of professional services, specializing in Wealth Management, Investment Management, Tax Planning and Compliance. We understand the multi faceted demands of our clients as they navigate through their financial life. As each situation is unique, we work closely with each client to better understand their situation so we may take a personalized approach for them. We undergo continuous education and stay current on market conditions, new tax laws and legislation in order to identify key investment and tax planning opportunities that maximize returns and minimize both current and future tax liabilities. All assets are held in your name with a custodian in one or more accounts.

I met Ryan Hattrup last year and he just delivered my taxes for 2024. I had an unusual tax…read moresituation and I asked him if we could just avoid it somehow. He said no and, sure enough, his office worked super hard on my account this March. Yousra and everyone in the office were great to work with, but Ryan, in particular, just "loves this stuff," as he put it. I can highly recommend Ryan's practice for even far out situations.

Really professional and pleasant CPA firm with very reasonable prices and very smart CPAs.read more

We went to Byrd Garret for a pre-nuptual agreement and an update on my estate plan, which Mr. Byrd…read morehad done in 2006, and on my and my husband-to-be's wills. Mr. Garret (who took over the business from Mr. Byrd) was friendly, encouraging, and efficient. He answered all our questions and then took us through the papers very carefully when they were ready. His support staff is also very freindly and supportive. What I appreciated the most was that the language of the agreement was not so much legalese, but contained phrases such as "commitment to good faith and fair dealing," and "in the highly unlikely event that their marriage ends before death..." In other words, the whole tone of the documents produced was as full of optimism and honesty as it was of legal limits and protections. We felt good about taking care of business before the wedding, and now that we've been married for over a year, we still feel good about it. Estate planning, wills, and pre-nuptual agreements are not inexpensive, but they are important, and we feel lucky to have found a firm that approaches these matters from a position of optimisms and confidence rather than suspicion. We would recommend this firm to anyone who needs estate planning and pre-nuptual agreements.

Business advertised a seminar and confirmed me for it today. Showed up at the appointed place and…read moretime....no seminar. Helpful people at location informed me that it had been cancelled. If this is how they communicate with their customers routinely, I'd RUN as far from them as possible. How unprofessional and selfish.

Ingrid is such a great financial advisor! As a young person just getting started in my career, I…read moreappreciate her expertise and guidance on things I just don't yet understand. I appreciate her long-term vision for my retirement and her help in planning for a very comfortable life after retirement!

If you are looking for someone to help you manage your financial future in a caring and…read morenon-judgemental manner, you won't find better than Ingrid. As a person of moderate means who had not paid as much attention to planning my financial future as I should have, thinking of walking into a financial planner's office seemed very intimidating. Ingrid put me at ease immediately, providing guidance and support that met me where I was, not where I "should be." She continues to look for new strategies to help me become more financially secure and helps me improve my financial literacy so that I can feel more in control of my future. I would recommend working with Ingrid no matter where you are on your path. She cares equally about clients with large portfolios and clients who are just starting out. In addition, Ingrid is an exceptional community member, volunteering her time and resources to many causes. Your financial future couldn't be in better hands.

If I could give negative stars, I would. I hired Huddleston Tax CPAs for an estate tax return and…read moreexperienced repeated errors, typos, missing schedules, and incorrect basic math calculations across ten drafts. I had to identify and correct these issues myself, and the firm conducted extra internal review without informing me. The errors I identified were either acknowledged in writing or revised in subsequent drafts. When I met with the owner on June 8 and presented detailed emails outlining these errors, he said he would look into it but never responded. My check was cashed on June 12 despite unresolved problems, and a certified letter I sent on June 15 requesting an amicable resolution was ignored. The final bill was double my deposit, with no communication that costs would increase. Although the firm advertises decades of experience and attention to detail, the work I received did not reflect those claims. Prior Yelp reviews show similar concerns, and I'm sharing my experience so others can make informed decisions

I do not recommend this company unless you want to get swindled…read more I contacted this company to file taxes, and after emailing and going over everything needed, they confirmed the range of their fees would be about $400. I later got a bill that was 3x the amount. They also took twice as long as they said it would take. They claimed my taxes were complicated, despite the fact we went over my tax filing situation before starting.