We have worked with Shauna and Jenni for several years for business accounting and our personal…read moreincome tax returns. They have been extremely helpful and responsive to any inquiries or questions that have come up and helped us resolve a payroll tax issue with the state of Oregon. I have complete faith in Shauna's expertise and follow through and have already recommended her to friends. David and Brenda

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.

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.

If you are looking for a new CPA, I highly recommend Natalie Cohen…read more After years of dealing with other firms where there was communication break-down, too many people involved with transactions, paperwork being misplaced, and lack of customer service, a friend referred Natalie. Working with Natalie may be the highlight of my year. Minimal stress, great program for securely uploading documents, efficiency, great communication. She even honored my request to finish taxes by April 10th and had them completed by the 8th. This may be the first tax season in which I didn't feel overwhelmed or stressed. Natalie provided stellar customer service. I have never been more happy to pay a bill of service. Worth every penny! Thank you Natalie and DarkHorse for great service!

I uploaded all my data in February. However, I made an error with one document. They did not…read morerecognize my mistake until late March. I corrected the error before April 15. However, because they were busy the filed for and extension. For their internal review relating this extension they charged me over $150. Many times when I emailed questions about their lack of response, i was charged. I spoke with Mr. Shaw about their invoice, and he was defensive with no suggestion of any changes.

Joel Shaw is a genius. His creativity, his expertise and equally as important, his kindness has…read morehelped inmeasurably with our personal and professional taxes. I am so grateful we have found him; he has a kind of "ethical creativity" in understanding the personal situaion, the laws and how to navigate the ever changing rules and regulations. Thank you Joel.

I sent an inquiry to Yvonne/Compass Tax Solutions in an effort to help out my brother with some tax…read morequestions. Yvonne responded quickly, and provided us with very helpful information that was necessary to file his taxes accurately. Yvonne was kind and said that while she'd like to prepare his taxes, the fee probably wouldn't justify the effort since he had already completed 90% of the work himself and all he needed to know was if he is allowed to claim his wife as a dependent for the whole year even though she passed away in February. I'm grateful for business owners like Yvonne who provide valuable services, but not at the expense of someone who just needs a simple question answered. Thank you Yvonne for your kindness during a very difficult time for our family!! I'm hoping that this review helps bring you many paying clients, and my brother will also be switching his business tax prep to you should anything change with his current preparer.

They have been doing my taxes for several years and they do a great job. They are the reliable and…read morewill walk you through the process.

Excellent tax accountant. Very knowledgeable and helpful. Have used their services for over 10…read moreyrs and alway so very pleased

From the moment we called Aaron's office back in 2016, we felt like we would have a good…read moreexperience. Stacy was warm and welcoming and Aaron was calm and competent. We had a complex tax situation involving rental property as well as tax mistakes made by previous preparers. Aaron used his considerable knowledge and consulted with colleagues to come up with a way to "right the ship" and get our tax returns done correctly. We have since moved out of state but we have continued to have him do our taxes, not only because of his professionalism and competence but because he truly cares about doing the right thing by our family. I also believe his fees are reasonable, considering that he is not "done" until we are satisfied. We highly recommend the Traxton team!

TLDR: Kershaw & Associates cost us just over $14,000 in missed deductions, gave bad advice on…read moreretirement & HSA contributions, took 4 months to complete our return, and had terrible communication throughout. We're in our 30's, have a family, have had the same basic tax situation for 6 years, and are middle income earners- we don't need a genius CPA but we were hoping to build a relationship with a firm who we could grow with and become smarter about our financial picture. Kershaw is NOT it. We used them for the past 4 years, and their service has gotten worse and worse as the firm transferred ownership. In 2016 they missed a HSA deduction- when I found the miss (and did the paperwork myself to amend it) we came out with an extra $2,100 in refunds THAT THEY MISSED. So I asked them to file the amendment with our 2017 taxes and Dawn wanted to charge us $300 to file it....for paperwork that I did myself, on a deduction that they missed. I should have just stopped there, but it was already February 2018 and taxes were due- so we moved ahead with engaging them for another year. During which they moved offices in the middle of tax season (why would they do that?) and as I was eager to get an answer on an IRA contribution we wanted to make before the April 18th deadline I followed up asking for her advice and Dawn kept saying she'd have it by week end or that she'd temporarily misplaced our paperwork. Dawn did eventually get us an answer just before the deadline, telling us not to make a contribution for that year. So we followed her advice and did not. April 18th came and passed, and after chasing her for another few weeks, she told us she had filed for an extension for our taxes- but did not provide an ETA, finally on JUNE 26th we got an email from Cindy that they were ready. I'd also like to note that not once did she request missing information from us- and our new accountant said we were very organized so our documents/info wasn't to blame for the extra time needed here. When I went in for the tax appointment, Dawn lectured me that we should have made an IRA contribution- so I showed her her own email where she told us not to, for which she said she was mistaken- but since it was June there was no way to fix it. She then went on to explain how "generous" she was by not charging additional for the amended return (which was only needed because of their mistake)...and that their fee had gone up by $100. She provided no credit for the extended time, terrible communication, or bad advice that caused us to miss a retirement contribution. The reason I'm writing this review now is because we finally pulled our head out of the sand this year and choose a new accountant. Who at our first 1-hour meeting, pointed out another $7,000 in deductions that Dawn missed. Save yourself time and money and stay far, far away from this firm.

1 Extra star for the location - very easily accessible - although technically that's a bad thing…read moresince I wish I never found the place. I cannot speak for all the staff, maybe most of them are great, but if you want informative, coherent information, stay away from Kevin. I felt a little greasier after having left his office. Maybe it was the privilege of watching him clean up that thing he called lunch after I entered. Or the way he treated the nice front desk lady with dismissive spite, as if she forgot to buy his favorite creamer for the break room. But it was mostly the way he avoided my pointed questions by answering just about anything else other than what I was asking. Want to pay over $100 for an 'educational' meeting where you come out just a little bit stupider? I found just the place. Somehow, every time I asked a question, he circled back around to the same point regarding state taxes. Okay, cool, calm down, Rob. I'm sure he'll stop talking about this super-easy-to-understand concept that I could have just googled in under a minute. Just..gotta..cut him off. No, that's not working, he doesn't take breaths in between sentences. It must have been the mouth-breathing. On my way out, one of the other staff asked, "Did you get all the info you were looking for? He has a way of talking about whatever he wants to talk about." Thank you for the 1 hour late advice. I carried my remaining brain cells out of there and never returned.

Daveed and his team at Anvil Tax have been helping my company with taxes since 2015. As a small…read morebusiness owner with a rapidly growing company, I was unsure of how to handle the different taxes for operating in multiple states. Daveed's team helps me monitor my finances monthly, and their expertise has been invaluable. Daveed is extremely knowledgeable and helpful in many areas of my business, including succession planning strategies. When I first came to him, I had numerous letters from the state and IRS that I didn't know how to handle. I was unsure, confused, and completely out of my element. Dealing with taxes and finances was nerve-wracking, but now, I am confident in my finances and the direction we are headed after our monthly meetings. Since Daveed is an ex-IRS auditor, he knows exactly how to protect your business in an honest and professional way. If you want your taxes done right by someone who is very informed and knowledgeable, this is your team. It's easy as a small business owner to avoid and overlook tax letters, but although Daveed and his team are extremely helpful and give you the advice to follow, it is your duty as the business owner to handle your responsibilities. Anyone who has left a poor review for Daveed likely did not follow the advice given, because my business has grown and become more protected over the years by following their advice. There are so many moving pieces when it comes to running a business, and having Daveed and his team deeply involved in my financial decisions brings me peace of mind. I am so grateful for their team and wouldn't take my business anywhere else. They assist me with taxes, bookkeeping, and financial analysis and planning. If you're looking for a trustworthy and knowledgeable finance team, I highly recommend Anvil Tax!

I'm so glad to have met Daveed, he is an ex-IRS agent and expert tax strategist with Anvil Tax…read more I've had the pleasure of collaborating with him for a while now on various projects. I'm so grateful to have someone I trust that I can send my clients to for all their tax needs. I highly recommend him, he's rather brilliant and cares deeply about people. Daveed is easy to work with and truly wants to see businesses succeed!

Best ever, always quick and accurate. Great friendly customer service…read more Saved us so many times.

HIGHLY DO NOT RECOMMEND THIS TAX & ACCOUNTING BUSINESS!!…read more Listen to the bad reviews because they are 100% correct! I saw these reviews when I found out we would be working with this company after a referral from my husband's friend. I was trying to give this business the benefit of the doubt without actually basing off reviews. This is the truth. We got our taxes done by Russell Purkey - who is the son of Michael Purkey (A father and son duo). After having everything put together to prep for this tax return - to make it easy for the accountant; Russell didn't take the packet that I had prepped which I thought was very odd. Usually, accountants take everything so when they need to retrieve information, it is all there! Instead, he took down notes but not EVERYTHING! After receiving our tax return just yesterday, we were both shocked from what was received by things not added on correctly or tax EIN weren't input as they should be. Also, we ended up owning $15k. WOW! Not to mentioned, my husband was under the impression that the cost would be much cheaper but Russell was charging high. PLEASE, get everything in writing when doing business with this company. I see red flags everywhere!! I had to call a few CPAs today and they all say that they get all of client's info regarding taxes and now we are having to get a second opinion because this didn't seat well with me at all. Also, I called the Purkey & Laughlin Tax & Accounting this morning; which Russell doesn't have an extension number or name to direct my voicemail to. So, in return I left the voicemail to Michael. My concerns were valid and obviously of urgency; which I waited 4 hours before having to call back again and ended up speaking with Michael on the phone because Russell was apparently busy and hard to reach. Apparently, they can't do anything about it to fix this. It was obvious that Michael was trying to protect his son Russell and not hold him accountable and make an excuse saying bad communication between my husband and Russell. This company is unprofessional and not to my standard of how it should be. Please do your research and find a reputable CPA that will get the job done right!!

Cathi has been on top of our payroll since I started at Sherwood Family Chiropractic 5 years ago…read more She is always timely and professional and I love the format of the emailed pay stubs. Great local business.

We've used Allegro Accounting for our real estate business for many years. Cathi has always been…read morefantastic at organization, she's dependable, knowledgeable and a pleasure to work with. We recently enlisted her services on the payroll side too. I can't say enough about our experience working with Cathi - she's simply the best there is! We will always be grateful for all she does to help our business and will continue to sing our praises and recommend her any chance we get. People that we've sent her way also feel the same. If you need a trusted and extremely knowledgable accountant, call Cathi Aiello!