I was referred to Teresa from my sister. I was in a terrible position with a previous bookkeeper…read morewho messed up my books for two years badly. I was so happy when I reached out because Teresa is in another state. She was so easy and comforting. She is a forensic accountant so she knows how to analyze accounts. She went in and fixed all of the mistakes of the previous bookkeeper. The last bookkeeper deleted files, deleted clients, transferred stuff to different software and made duplicate mistakes and left out many transactions. After Teresa showed me the digital footprint of what this lady had done I was very upset. The lady was caught and had to repay me the thousands of dollars she charged me. Then Teresa went back and re-filled my taxes for 2015 the correct way and we received a refund as a result. Teresa is ethical and honest. She explains all the tax laws in a way that is easy to understand. I highly reccomend Simple Sums Accounting for all your accounting needs!

Our family needed an accountant to do the family trust taxes, and I was delighted to find that…read moreSimple Sums Accounting is expert at this (since my family members could not locate one in the LA area, where the trust was established). It was fantastic to have this done early in the tax year. As well, I had them do our personal return (which includes schedule C income) and it was done swiftly. I am very happy this year!

I sent an inquiry to Yvonne/Compass Tax Solutions in an effort to help out my brother with some tax…read morequestions. Yvonne responded quickly, and provided us with very helpful information that was necessary to file his taxes accurately. Yvonne was kind and said that while she'd like to prepare his taxes, the fee probably wouldn't justify the effort since he had already completed 90% of the work himself and all he needed to know was if he is allowed to claim his wife as a dependent for the whole year even though she passed away in February. I'm grateful for business owners like Yvonne who provide valuable services, but not at the expense of someone who just needs a simple question answered. Thank you Yvonne for your kindness during a very difficult time for our family!! I'm hoping that this review helps bring you many paying clients, and my brother will also be switching his business tax prep to you should anything change with his current preparer.

They have been doing my taxes for several years and they do a great job. They are the reliable and…read morewill walk you through the process.

I have used Landmark for years. Christy is thorough and very knowledgeable. Our Trust requires…read morefiling in multiple states, no problem. Similar situation with my son's taxes; multiple moves and employers in two states while resident in a third and his wife is in the same situation. I wish I had found her sooner..

I wanted to get established as a new client before tax season, instead of waiting until nearer the…read moreend of the year when it's much harder to become a new client of a tax preparer. Got a really snippy response to my inquiry made through their website stating that are not taking any new clients. Not even "not at this time" or "contact us again later." Just, like, "don't contact us again." Wow.

I hadn't thought about writing a review for a company, but stumbled upon Sundhara and her company's…read morereviews. I want to leave a review as a person's ability to share real thoughts, should they be good or bad. I'm pleased to say that Sundhara has worked with us for several years now. Our taxes are really not that complicated, but I feel a Professional should help, as I know I don't know all of the regs and tax laws. Sundhara can be summed up for me with one word, EXCELLENT. She not only does our taxes but has always welcomed questions with quick responses! Thank you for allowing me to share these thoughts.

I hate accounting. UGH! It's such a chore. It's time consuming. It's confusing. I get more…read moredone for my business when I'm focused on it - not when I'm focused on those pesky receipts and ensuring expenses go into the right categories. Hence, Serenity Tax and Accounting. Seriously, a perfect name for their service. Gitella is smart, reliable, and just an overall good human. Highly recommend.

Overcharged and underdelivered. 2025 was our first (and…read morelast) year filing with PNW. We provided a well-organized packet of documents, which was commented on when we dropped them off. Then 3 days later was instructed to complete a very detailed filing questionnaire and instructions that our return would not be filed on time without if. We would have been fine with that if this was explained ahead of time instead of so close to 4/15. The filing review meeting was rushed and average. No tax strategies were explored for that year nor any tangible actions for the next year. Then we were given the bill which was over $2,000. Our 2024 filing was nearly a 3rd of that amount and experiences with our long-term preparer from 2006 - 2023 (who retired) was less a 1/4 for 2023. Both were professional tax advisors, and we had no major changes to our finances. We asked why it was so high and were given no plausible answer other than that is what they charge. I don't believe the Porsche's in their parking lot belong to clients. Lastly, very odd, the door to their office looked like we were entering an amateur workshop. We had concerns their premises were secure.

Paid a retainer fee 9 months ago to handle amended return. I have had to call and email every week…read moreto find out whats going on. Sometimes will go MONTHS before ever hearing back from anyone there. I would not trust this place to handle any of my affairs going forward

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.

On a Saturday close to the tax deadline, Leslie at Dragonfly came to my rescue and helped me…read moretremendously with my 2019 taxes. Despite using tax preparation software initially, I had a feeling that something was off. I was pleasantly surprised to find out that Dragonfly was open on that busy day and willing to assist a new client like me. Leslie managed to fit me into her schedule between appointments. In just one hour, she pinpointed an issue that the tax software had overlooked, ultimately saving me a significant amount of money. I am extremely satisfied with the service I received after deciding to reach out to them.

Kathryn & her team are great! They're efficient, nice, helpful & really care about their clients.read more

This review is based on getting my taxes prepared by Joan for '06 and '07. I needed them done…read morebecause I was getting paid entirely in under the table tips and independent contractor work. They did a great job, treated me very respectfully given my lack of w-2s, were helpful and provided a good timeline for me once I was actually a client (contacting me six months before taxes were due, for instance). I no longer need their assistance, but if you are thinking about paying taxes and nervous about it because I don't have a normal job, then they're highly recommended.

I had a very good experience with them this last year, when I began to use them for my businesses…read moreAlive MMA and Good Garbage. They were fair, timely, and a good value relative to my previous accountant, who retired. I look forward to working together in the years to come.