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.​​​​​​​​​​​​​​​​

Having worked with Mr. Pugaczewski over the course of a few years, and on many endeavors he is an…read morehonest, straight shooter. His work is about building long lasting relationships, not quick fire dollars. His Advise and work has saved me tens of thousands of dollars. I highly encourage you to book an appointment.

Very professional CPA. Dan has done our taxes for several years with no issues. I would highly…read morerecommend him.

Quickly did our taxes, kept us informed about some new changes, and handled 4 real estate 1031…read moresales with ease. Will see him next year He wasn't the person we were referred to, that person passed us off. Dan doesn't even work at the same company we had originally been to. Worked out great, Dans communication was on point.

I've been doing my own taxes for over 30 years. It's a pretty comprehensive return with lots of…read moreschedules, and I've been doing fine with it until my son started working last year, we started contributing to an IRA and 401k for him, college, etc. For the first time in 30+ years, there was a "new thing" to account for. Due to a forced 401k distribution/rollover/tax withholding, etc, I was a little unsure about how to handle it. I had an idea through research on the internet (and multiple LLM conversations), but I wanted to talk to a CPA or Tax person to confirm. I sent out a bunch of requests on Yelp to get quotes for a conversation that I estimated would take no more than 15-30 minutes just to make sure my understanding is correct. I got a bunch of replies ranging from $100-$385. Somebody even said I needed to complete an engagement letter to have the conversation! APEX sent me a message telling me how to address my tax issue with filings and what my expected outcome should be depending on whether or not my son owes taxes. He literally said, "You should be able to use Turbo tax to handle...if you have trouble use their support or take it to H&R Block...You don't need a CPA..." No quote. Just good and clear advice on what to do. I currently do not need any other accounting/tax assistance, but if I did, I would go to Apex -- not because they are "any more right" than any other CPA firm, but because they clearly value *YOUR* time and money -- not just theirs. I like to do business with good human beings who, to some degree, treat business like it's part of a community and not just a capitalist market. Recognizing that my need "wasn't a big deal" for their level of expertise and taking a few minutes to type out a solution with no request for compensation speaks more volumes about the business than people who have paid for the service, in my mind. If they can be this complete in answers for a person who isn't paying them a dime during the time of year when they are most busy and can treat this period like a "cash cow" and bill for every minute, then how complete, thorough and diligent do you think they will be for a paying client? At some point, I want to do more real estate investing -- I read in other reviews that Apex also has experience in this space. I will call upon them for sure if I ever need assistance. If you need financial solutions assistance, I highly recommend that you give Apex Tax and Financial Solutions a shot at your business.

Highly recommend Alvin - very professional, detailed and handled my tax issues quickly. If you…read moreneed expert call Alvin!

Took a chance by reading the reviews. Did not get the service I was expecting mostly by poor…read morecommunication. Made multiple attempts to communicate even to someone higher up but no luck. Owner never followed up as well or hard to get in touch with.

I met with Randy to discuss the possibility of using his CPA firm for my personal and business…read morereturns. He didn't want to do business with me, and that's why I'm making this review. This guy knows who is clients are and should be, and my business wasn't a fit. And that's fucking awesome that he should be so forthright. I love that! My business is incredibly simple. I just don't need the services that many businesses do, and Randy would rather work with clients who need more than simply their taxes done. So thank you Randy. Thank you for your time, and not wasting mine!

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!!

After moving to the area, our family was in need of a new Tax Accountant. This can be a complicated…read moreprocess to allow yourself this level of trust. Soon after reaching out to Jason he showed us he was the right person we were looking for. During our initial meetup he was open and listened to our specific tax questions and we quickly found out how professional and knowledgeable he is. He is easy to talk with and provided expert tax advice at a valuable price. Our taxes took him minimal time to complete with great accuracy. We will definitely seek his services in the years to come. I highly recommend him if you are looking for help with your business and or personal taxes.

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

We're new to the Tacoma area and Chieko took amazing care of us doing our 2020 taxes. Reasonable…read morefees and great communication. We look forward to working with them for financial planning services in the future.