This was definitely the WORST TAX EXPERIENCE I HAVE EVER HAD and I wish I had not read any of the 4…read more"good" reviews that were posted as they were in no way indicative of my experience! In over 30 years of using tax accountants, I have NEVER had an accountant refuse to sit down and go through my account with me, and I have NEVER been handed my return at pick-up time with absolutely no communication, no explanation, NOTHING! Not one word about the return or how things were handled, just a fat bill and a see ya later. This was so beyond unacceptable!!!!!!! I could have gone to H&RBlock and had way better service, way better communication, and for WAYYYYYY less money. This was just a mind-boggling horrible experience in every way and I would suggest you look ANYWHERE else for any tax help!!!!!!! I would seriously consider that the 4 reviews posted, for a company that has "been in business for decades" ???, may not be legit.

What a great find! Went to SNA Financials after a divorce and they gave me all the help I needed!…read moreVery easy to work with and even set up a Zoom for me to get some questions answered before committing with them. Great people!!

Kyle was very responsive, informed, and helpful in assisting me with my IRS tax case!read more

Used Kyle from 2017-2024 for our tax returns. Nice guy, but if your tax situation is more complex…read morethan a simple W2, look elsewhere. His returns consistently required multiple corrections due to obvious oversights. We had to review everything very carefully before filing. For basic taxes, this was manageable. The relationship ended when we needed help with a business EV tax credit issue. There were numerous details showing Kyle wasn't paying attention and was filing forms blindly without any investigation. His amendments kept getting rejected by the IRS. When I offered to give him power of attorney so he could properly investigate our specific case with the IRS, he refused, saying that wasn't part of his job. His final correspondence was offering to help write an appeal draft to the IRS without providing any details on how he would actually solve the underlying issue or do any due diligence. I'm saving the inner details as they would take too much time to explain, but after months of no progress, we hired another professional who diagnosed the root cause within days. Bottom line: Kyle doesn't do due diligence. Fine for straightforward W2 returns if you're willing to double-check his work. Not recommended for anything requiring investigation or problem-solving.​​​​​​​​​​​​​​​​ -------------- Update in response to business owner: Kyle claims several things are "misstated" but here are the facts for anyone reading: Regarding purchase structure: Form 15400 from Tesla clearly listed the business name and EIN. I sent Kyle an email explicitly stating the vehicle was purchased for the business. Kyle ignored both the form and my email. When the IRS first rejected our filing, I sent Kyle a screenshot proving I had told him it was purchased under the business name. At that point, Kyle tried to charge me an additional $500 for an amendment, claiming I had "never told him" it was for the business - despite having documentary proof that I had. Regarding "clear path to remedy": Kyle provided no actual solution. He repeatedly blamed Tesla for incorrect filing. Tesla then reviewed Kyle's tax forms and identified multiple errors KYLE had made, providing corrections. Kyle was simply deflecting his own mistakes onto Tesla. He also falsely claimed he had "the exact same problem with other clients." Regarding timeline and IRS processing: The delays were caused entirely by Kyle's errors, not IRS processing. Even after being told he made mistakes, Kyle entered my personal SSN instead of the business EIN on amendment forms. We discovered many other reporting errors after the second IRS rejection. The timeline was driven by Kyle repeatedly filing incorrect forms, not by IRS processing delays. These are facts, not misstatements.​​​​​​​​​​​​​​​​

I would not recommend this company. They are disorganized at best. They advertise very low fees;…read morehowever, I learned after approximately 3 weeks that they charge by the hour (including emails) for anything above the tax preparation itself, which was never disclosed to me. I never received any kind of engagement letter outlining fees, etc. After putting in a ton of time and effort to get my S-corp set up, the CPA's assistant never ran payroll because she ran into an issue with my bank but never informed me. When I learned of this, she told me that she was very busy because it was tax season and said "Sweetie, if it was that stressful to you, you could have just done it yourself". By not running payroll, they caused me to be behind in submitting a W-2 to get an employer medical insurance plan which means that I will have to pay over $700 for another month of my individual plan. Do yourself a favor and go somewhere else.

All I have to say about this place is to give them a glowing review! It is a small business which I…read morelove to support, all of the staff are great and SO friendly! Kami is awesome. She is funny, very skilled, and I was able to get in right away! We gabbed away while she efficiently filed my return and I was out the door with no waiting!!

Excellent service from Sumeet! Was able to do everything online, completely solved my IRS issue,…read morevery happy with the service I received. She is very helpful and responds quickly.

Sumeet was very personable and professional all at the same time. She handled my case with…read moreexpertise and I would highly recommend her.

Sarah and her staff are awesome. I had someone make some mistakes on my taxes the year prior and…read moreSarah found multiple errors, fixed them, and did a fantastic job on the current year taxes. I send everyone I can her way not only because of her expertise, but also her friendly staff. I actually enjoy going to the office because they are all so fantastic. As a business owner I have to make quarterly tax payments... They gave me preaddressed envelopes to send the payments in, BUT also send me reminder letters so I am not out of compliance. Seriously enjoy every aspect of this team I have no desire to ever leave. Lifetime customer.

From the owner: Our business specializes in tax and business accounting.read more

Eric Maclean is a excellent and knowledgeable financial adviser. After meeting with Eric many times…read moreto discuss my retirement. He has gained my respect and appreciation for his best knowledge of my finances and retirement. With his wife Chieko's excellent accounting skill, my confidence in there experience has gained my financial interest. Thank you

Chieko helped us process tax forms after our mother and father passed away. She was super…read moreknowledgeable, helpful, kind.

I have trusted Wayne and always get a good idea of what to expect every year and good advice on…read morepurchase.

We have been going to Wayne for the past 20+ years and have been extremely satisfied with his…read moreservices. He did an excellent job when we had our own business and still go since we closed shop. I would highly recommend him to anyone.

As a mortgage professional, I have a lot of clients with tax-related questions…read more Alan is the most knowledgeable and friendly Accountant I've ever had the pleasure of working with. In addition, his previous experience as an IRS Agent makes his advice invaluable to tax payers, especially if they own businesses - but really for everyone. His rates are very reasonable too, and he usually saves me more on my taxes than I pay in fees anyway. I highly recommend Alan Norwood every chance I get. Respectfully, Tom Pessemier, MLO 117989 Mortgage Advisor www.PessemierFinancial.com/blog

Sent numerous requests for information through their contact sheet on their website... ZERO…read moreRESPONSE!!!! Sent an email to their listed contact......... ZERO RESPONSE!!!!!!!!! This is just the height of laziness and client disinterest. If this is your best first impression I hate to think of what working with you must be like! And who would actually do business with people who can't even be bothered to manage simple things like a contact sheet. How nice for you that you have no need for clients, referrals, or new business!

From the owner: With us, it's all about Integrity!…read more We are a small firm located in Puyallup, Washington that is comprised of knowledgeable and highly qualified CPAs, bookkeepers, tax preparers as well as an enrolled agent.We offer a full-range of accounting, tax, as well as small business consulting services.Choose Williams and Schloer for expert, affordable and quality service from CPAs that truly care about you and saving you money.Call Now!