I think Joshua is more interested in getting long- term, small business accounts on monthly…read moreretainers. He is totally uninterested in doing individual returns. Despite having our money, and information, all submitted in February, he waited until the last minute to do our returns and then when he had questions, suggested we file an extension. He did not seem at all concerned about helping us.

As a small business owner of several start ups, it was imperative we find someone who could help us…read morenavigate through all the factors for a successful launch. We are lucky to have someone with Joshua's skill set in Bend. Professional, knowledgeable, with great customer service. Highly recommend!

I highly recommend Katie for all your tax and accounting needs. She responds promptly and is…read moreknowledgeable in her field. Karen J

Good service. Through and timely. I have been happy. I had a very complicated return in 2021 and…read moreshe methodically went through all the information and I was very happy to have it behind me.

We have been so please with Jack's approach to investing. He listens to our wants and needs and has…read moredone an excellent job in helping out retirement nest egg grow. One of the many things I appreciate is his business plan. Since they are a fee-based advisor, Jack is better able to provide investment guidance that is in our best interests. Previously, we had an advisor that has locked us into investments for over 8 years and I have no idea if or when I can liquidate them. This is a company that works hard to grow our investments and so far, has exceeded our exceptions. We realize there is risk in investing, but Jack has navigated the sometimes rough seas and we have benefited greatly.

From the owner: Our fee-only firm is planning-based, which means that all recommendations are based on our client's…read moreunique financial circumstances. The plans and investment strategies we put together are driven by client needs not by some sort of crystal ball. Our portfolios are positioned to protect on the downside and our planning strategies cover everything from college planning to estate strategies, tax minimization to alternative long-term care insurance solutions. We also offer Socially Responsible Investment strategies that allow you to align your values with your investments. Call anytime to set-up a free initial consultation.

I have used Steve as my CPA for several years. I trust him to always do a great job and would…read morerecommend him and his staff.

I used the contact page on their website to inquire about filing an amended return and never got…read moreany kind of reply back.

Been going here to get my taxes done for the last 7 years and they are reliable, accurate and…read moreoverall fantastic and they charge on case by case , which I think is fair.

Highly recommend! The receptionist is so kind and helpful,…read more staff is knowledgable and responsive. This a small, family-owned business is my new go-to for my yearly taxes!

Sonja is amazing and she is on top of her stuff! This is my second year going to her and I…read moredefinitely recommend!

From the owner: More than ever, the impact of taxation is reaching deeper into every aspect of your business and…read morepersonal life. We take up the challenge -- stepping beyond the role of accountants to be your advisors and strategists. We provide individual and business tax preparation services all year round. Our goal is to help you preserve the income and lifestyle you have worked so hard to earn. Whether you need current year returns prepared or need to plan for retirement or your child's education, our professional team can assist you with all of your needs. We provide many services, including the following: Individual Tax Return Preparation Business Tax Return Preparation Gift & Estate Tax Return Preparation Partnership & Corporate Tax Preparation

My husband and I have used Moore Bookkeeping Service for our family business (Iron Roots Design +…read moreBuild) for years. Andrew has always been responsive and patient when we have questions. He is knowledgeable and accurate in his work. I highly recommend him if you're looking for a trustworthy bookkeeper!

From the owner: Moore Bookkeeping Service provides bookkeeping and accounting services for individuals and small…read morebusinesses all over Central Oregon.

I gave two stars because the staff that I communicated with was friendly and quick to respond,…read morehowever, Gerdes Financial told me they could not help with my tax issue and advised me to just go ahead and pay the proposed tax liability. I was almost going to do that... until I got in touch with Diana Day Murphy's office and she assured me she could help. I was skeptical because Gerdes had such great reviews and said nothing could be done. Sure enough my tax liability was eliminated and I actually received a refund thanks to Diana. I would recommend checking with multiple tax professionals because in this case it saved me a good amount of money to go with someone else.

Have been using Todd Gerdes for years and really happy with the service. Moved the rest of my…read morefamily and other businesses over to him. Have also sent several friends there as well. He is smart, accurate and I feel very good about what we are reporting. He also has a great sense of humor and is able to put up with us....as taxes are not my favorite thing.