This firm does not provide a link on their website for clients to write reviews. Now I know why…read more While I did not have issues with the Enrolled Agent who actually prepared my 2023 taxes, I did have an issue with the owner. She did not respond to numerous emails nor did she return numerous calls. When I finally reached her, she failed to take responsibility for the firm's error. Details: I left their offices on April 4, 2024 with taxes completed (or so I thought) and envelopes they provided pre-addressed to the IRS with instructions on how to make required quarterly payments. At the check-out desk, I asked if that was everything I needed to do and was told "yes." On May 29, I received notices from the City of Portland (Multnomah County Preschool and Metro Supportive Housing) for overdue balances (plus penalty and interest) totaling $4,695.03. Of that, $610.03 was due to penalties and interest. I paid but then started my attempts to contact the firm to find out why I had not been advised about these charges and/or given additional envelopes to submit my payments. It was not until JULY that I was actually connected with the owner, "Kristi," who was rude, long-winded, and dismissive. Her best offer was a $200 credit on the next two years of tax preparation. (Obviously I will not be going back!) Instead of the $610 penalty and interest I was charged by Portland, I said -- as a compromise -- I would accept $400 in cash. She responded "no," that she had "a business to run" and hung up. I lost $600 and lots of time. I was treated rudely and unfairly. I do not recommend this business.

Absolute freak show. First preparer wore a Micky Mouse tee shirt and munched on Hostess donuts and…read morecandy throughout our meeting. Second preparer was a mumbling stumbling fool who couldn't answer any of my questions. Both of these freaks claimed to be former auditors. Yikes! The icing on the cake was when I spoke with a woman who claimed to be an owner/manager. Her phony concern was betrayed by her crazy and very odd demeanor and the lack of follow-up. Her breath smelled like a sewer. Beware of this firm. It seems like they have grown way past their competencies.

Stephen is highly reliable, knowledgeable and vested in your financial success…read more He takes a personal interest to insure you have the information you need and have the peace of mind with your filings. He has carefully mentored and guided my young niece in navigating her financial journey. Could not ask for a better CPA!

Stephen is wonderful. Detail oriented, approachable, and knows his stuff about all things IRS,…read moreaccounting and more. As a small business owner, it's great to know Stephen is always there to answer questions and keep me on track. Give him and his team a call and tell them Sugars Barbecue sent you.

Sad that they went away from tax service, always trusted Lindsay Holmes with our taxes ,always…read moreperfect returns!

I'm surprised by the one-star review. We've been going to Gorge Capital (formerly Hardy and Holmes)…read morefor about 4 years now to get our taxes done by Jason. Everyone is very professional and they do a great job. As an established client, they send you a pre-planned tax appointment every year based on your preferred time, which you can just keep or call to change/cancel. This is very convenient, one less thing to do. They also send you a handy tax organizer packet ahead of time (pre-filled with your previous year's information) to help you get everything organized and ready. This makes your appointment go very quickly and smoothly, with no surprises. If you do forget to bring a form, they let you just drop it off when you can. If you can't make it into their office in person, they also give you the option of just dropping everything off or mailing everything to them and they take care of the rest. You do not pay until they have completed your taxes and you go to pick them up. If you owe any taxes, they'll have the forms/envelopes all ready and pre-filled for you, you just have to sign and mail. They give you everything nicely organized in a file and the best part is that if you ever get audited by the IRS, they will have your back. Jason also answered questions for us about college savings plans and the cost of college tuition for our son. If you refer a new client to them, they will also give you a token of appreciation (we got a gift card to See's Candy before) and they enter you into a drawing for a trip to Hawaii! Highly recommend for tax preparation!

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.

Update from my previous review from 2 stars to 5 . (after speaking to Caroline she explained an…read moreemployee went on leave and they were shorthanded) . My taxes were done correctly and professionally and I saved money! I am very pleased!

Bad customer service and lied to me. I had a complicated tax situation due to an inheritance. I…read moremistakenly had Peterson do my taxes. They told me to bring in letters from the IRS and Oregon Department of Revenue which I did. Peterson was terrible about communicating with me. I had to call the Oregon Department of Revenue myself when Peterson said they would for me. The person I talked to told me no communication with them and Peterson had taken place. I assume the same was true from the IRS. Peterson would rarely call me back when asking questions or needing an update. The employees are unprofessional and lack knowledge. My financial advisor needed a CPA to calculate my yearly distribution amount. I was told that there would be no charge but she lied and charged me anyway. I hope this helps other people avoid Peterson tax services to save money and aggravation.

I've been going to them for about 10 years. Very nice staff, knowledgeable, fair prices. Recommend!read more

No communication if you wanna speak to somebody, you have to make an appointment. When he seemed to…read moresimply just make it as simple as possible for himself, and not helping my situation making my taxes lower, which I had to fire him and file an extension and going somewhere else where they're going to do them properly. I have never been so frustrated in my life.

I called and got a quote for my taxes. then when I filled and they charged me 3 times that and then…read morethey told me that if I don't go with them since they it would 60 buck fee for holding. And I can't process my return until that 60 bucks if filled. It was s horrible. the guy didn't even want to take it out of my taxes

Man oh man. I screwed up my taxes to a fair the well. I…read morecame with 4 years of taxes on the 2nd to last week of filing season and no IRS Pin and no government ID of my missus. Jackson Hewitt helped me straighten this out in very short order, got me straight with the IRS and gave me advice on how it should be mailed to ensure I had proof of the the postal date to avoid missing out on my return money on my oldest filing. The tax professional I worked with (Rosa) was outstanding and on the ball. They helped me get past the thing I had been dreading for the last 4 years.

I walked into Greg's office in 2011 to seek his help with my father's Trust and to prepare returns…read morefor my personal affairs. Greg is a Certified Public Accountant and Attorney at Law which is a combination that is hard to find. I highly recommend Greg to my friends and hope you give him a call the next time you need professional advice. His specializes in business valuations, litigation support, legal services, and tax return services