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!

For the past 20 years we've used Connover Tax Service in Kirkland for our yearly tax preparation…read more Since we live in Kent, I decided I should be fiscally responsible and use someone local to do our tax preparation. We met with Michael McArdel and reviewed our previous and current tax year and thought all was well. He called us in several weeks later and we thought we'd be getting the return finalized. At the meeting he said our taxes were a bit complicated and he still need an explanation of one itemization which was answered the following day. The demeanor of this meeting and the other was he seemed to struggle with the return. In previous years, we were both earning mid to high six figure income with lot's of deductions, both of us being in sales and managing business's. We have in the last three years become independent contractors and are making a third less income with less deductions. Connovers bills were in the range of $450 to a high of $650.00. We were a little surprised with McArdels complaint that our return as being "complicated". When the taxes were ready for pickup, we got a bill that was at least 30% higher than the professional tax accounting service we'd used in previous years, plus he chose to apply our return to future IRS taxes rather than refund to us. This was done without consultation or advisement. Please let me decide where my money goes! Anyway, I would not recommend this company to do your tax returns- I will sacrifice gas money and go back to Connover Tax Service in Kirkland in future years.

Mike has prepared our taxes for a number of years and has always done outstanding work. We have…read morehad very lengthy returns because of a large number of stock options trades. Mike has always communicated with us in a very friendly and professional way in working through our complex financial transactions. We found his charges to be very reasonable. We highly recommend Mike McArdel and are grateful for the service he has provided to us.

Mr. Mason got my other half and I in same day / last minute! Was fast, kind, and fair priced. I…read morefeel confident that my taxes were done correct and he had a thoughtful answer to all my silly tax questions! Haha! Would definitely recommend. Thank you!!

Last year Kevin did our tax for first time and it was very easy and smooth. Last December he…read moreemailed me a new Tax Organizer to upload our tax info and I punted/did nothing for 7 months, until the deadline is only 10 days away... No problem he did our tax in a few days and made a save - with a pleasant tax refund to come too!

About 5 years ago I reached out to Pacific Tax (Kurt Romischer) to help me with a more complex…read moreinvestment rental property tax filing for that year. Kurt helped break down the complex tax portfolio and walked me thru each section which was very helpful for someone with little IRS tax knowledge. This year Kurt has introduced a personalized tax filing summary video with the filing package which is really helpful to understand your tax filing situation and outcome. Kurt is very friendly, thorough, and easy to work with. I highly recommend Pacific Tax West Seattle's services.

What a lovely place. As a independent self employed artist it is terribly scary to embark on your…read moreown business and deal with the tax shenanigans. These associates were incredibly detailed and wonderfully communicative during this process. Such a huge relief to have capable professionals handle these intimidating ordeals for me. So many appreciative kudos to Sara and Kurt! Highly recommend!

I called CPA Solutions and talked to Brent about my tax situation. He was able to give me some…read moregreat advice. I would highly recommend them

I called with a question on my personal taxes. Brent gave me two detailed options over the phone…read more No pressure at all.

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.​​​​​​​​​​​​​​​​

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.

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!