Great person and awesome CPA. Highly recommend him and you will not regret it. Bend local and works…read morewith tons of great folks in town.

We're a small design company and have been working with Keith for the past 9 years for our business…read moreand personal taxes, and all of our accounting issues. He's one of the most personable people I know and so easy to get in touch with about anything. Very reasonable prices and friendly, knowledgeable service!

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.

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

If I could give less than one star, I would. My experience with Movement Mortgage--and specifically…read morethe Bend manager, Chris Starling--was extremely disappointing. For months, I was assured that my financing was on track and was advised to proceed based on that guidance. Late in the process, underwriting determined that the loan we had been discussing all along--based on financial information I had already fully provided--was not viable. No meaningful solution or accountability followed. This resulted in severe and significant financial impact, along with avoidable disruption. With proper diligence earlier in the process, this outcome and the financial impact I suffered could have been avoided. I have no trust in Movement Mortgage and would not recommend working with them.

Chris and his team delivered best-in-class consultative, detailed and customized advice and…read moreexpertise - from our first call to close. Consistently coming in under budget with rates and estimates, our family could not have been happier with our experience and we could not recommend Movement more! Buying in Southern California is a challenge and even though we never met in person, Chris delivered on everything he communicated in a timely and budget-conscious fashion. The team always had our best interest in mind and as a first-time home buyer the process can be scary and you need a team of experts that can sometimes double as a therapist ;) Chat with Chris ASAP if you are looking for an on-time and on-target customized solution to your dream home goals!

I was involved with Excel futures Mark Wagner. He is a high-pressure sales type person who offers…read morevery little information when you talk to him. He will put you in trades that make no sense. You might profit one or two times then lose basically the rest of your money. He is a horrible person to work with in my experience. You will lose money if you listen to most of what he says he has no idea what he's talking about. and most of his decisions are based on liberal views and mindsets, not based on facts good information of how to make a critical decision. I would highly recommend staying away from Mark Wagner and his company.

Bad investment idea. I invested 15,000 with them and in 2 years I got back $565. Every time I…read morewanted to take my money out Mark talked me into leaving it a while longer. This happened several times on the ride to -99% return

Suzanne Daniel met with our friend and ourselves to help the friend get her finances in order. She…read morecouldn't have been more helpful or more pleasant, and we are most grateful for her help. Would highly recommend considering this establishment if you need to organize your financial resources.

Ethan and his whole crew are super friendly and truly are champions at what they do, I needed a…read moresecond vehicle and even with my shit credit they got me the loan I needed with a amazing A.P.R super fast and easy!

United Finance helped me purchase a reliable vehicle and I can't thank them enough. Thank you for…read moreyour assistance throughout the entire loan process. It was was an absolute pleasure to work with this staff.

My partner and I attended their dinner last night at The Oxford Hotel and we found Cathy and Ryan…read moreto be not only extremely knowledgeable but very compassionate l, caring people. We thank you both for inviting us to your event and for sharing your expertise with us.

I would give this business negative stars if it was possible. I signed up for the program, this…read moreevening, received an Email confirmation, and then when I showed up was turned away. In the past, I've signed up, because they keep posting invites on my Facebook news feed, and they've called and said I couldn't come, but no such thing today. I signed up a couple of weeks ago, and got the Email confirmation back on May 3, 2019. This time, there was no call to tell me not to come, so I figured enough time had passed since my last attendance that they wanted me back. I guess that wasn't the case, and they certainly weren't about to make a space for me, even with my Email confirmation, which said, "We look forward to seeing you at Oxford Hotel on May 14, 2019 6:00PM" Sad! Very sad!

Barb has been our accountant for almost 20 years. Our taxes are complicated, and yet she gets us…read morethrough them year after year with her beautiful smile and wonderful personality! Can't say enough good things about her and Merle!

From the owner: Tyler Accounting LLP, is a full service certified public accounting firm located in downtown Bend,…read moreOregon. We provide a full range of accounting services. Tax preparation for individuals, all business entities, trusts, estates, business consultation, QuickBooks training, payroll and bookkeeping, We work with clients locally, nationally and internationally as well. We pride ourselves on our ability to provide our services in a professional yet personal way. Each and everyone one of our clients is important no matter how big or small.