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.

I didn't actually receive services from the practice, however, I did have the pleasure of…read moreinteracting with them. They currently weren't accepting clients but did provide me with a list of referrals which I greatly appreciate. Super helpful and professional.

We have been using David and his team for years and absolutely love them. Great communication,…read moresuper responsive, an absolute expert even with complicated returns. I highly recommend them!

Mariette returned my call quickly and was very helpful with my incredibly unique situation. Even…read moreduring the middle of tax season, she took the time to listen and offer feedback, advice, and direction. Very appreciative of her!

Mariette is great. She's a true professional in that she knows what she'd doing and she respects…read moreher clients, and she hasn't an awesome, personable approach. It was a big deal to me that she worked our meeting into my schedule and met me at a location that was convenient for me. Also, she believes in putting together your taxes in a hard copy binder, which isn't an industry standard. Easier to find a hard copy binder than a thumb drive. Mariette also works with a lot of different types of customers, so she has experience with businesses and individuals. Most importantly, she is a fantastic blend of easy to talk to, likeable, and no-nonsense. I think it's well worth it to give her a call on tax and accounting matters.

he is a fantastic tax consultant. My wife and I used him from more than a few years. I recently…read morecontacted him and he moved away, but offered to help me anyways. If you want your taxes done right, Mr. Schuh!

Did an amazing job with my tax return. I did it myself first with TurboTax and was having to owe…read morequite a bit. I had him do it and I ended up with a great return instead. Best money I have ever spent on tax prep.

TLDR: Kershaw & Associates cost us just over $14,000 in missed deductions, gave bad advice on…read moreretirement & HSA contributions, took 4 months to complete our return, and had terrible communication throughout. We're in our 30's, have a family, have had the same basic tax situation for 6 years, and are middle income earners- we don't need a genius CPA but we were hoping to build a relationship with a firm who we could grow with and become smarter about our financial picture. Kershaw is NOT it. We used them for the past 4 years, and their service has gotten worse and worse as the firm transferred ownership. In 2016 they missed a HSA deduction- when I found the miss (and did the paperwork myself to amend it) we came out with an extra $2,100 in refunds THAT THEY MISSED. So I asked them to file the amendment with our 2017 taxes and Dawn wanted to charge us $300 to file it....for paperwork that I did myself, on a deduction that they missed. I should have just stopped there, but it was already February 2018 and taxes were due- so we moved ahead with engaging them for another year. During which they moved offices in the middle of tax season (why would they do that?) and as I was eager to get an answer on an IRA contribution we wanted to make before the April 18th deadline I followed up asking for her advice and Dawn kept saying she'd have it by week end or that she'd temporarily misplaced our paperwork. Dawn did eventually get us an answer just before the deadline, telling us not to make a contribution for that year. So we followed her advice and did not. April 18th came and passed, and after chasing her for another few weeks, she told us she had filed for an extension for our taxes- but did not provide an ETA, finally on JUNE 26th we got an email from Cindy that they were ready. I'd also like to note that not once did she request missing information from us- and our new accountant said we were very organized so our documents/info wasn't to blame for the extra time needed here. When I went in for the tax appointment, Dawn lectured me that we should have made an IRA contribution- so I showed her her own email where she told us not to, for which she said she was mistaken- but since it was June there was no way to fix it. She then went on to explain how "generous" she was by not charging additional for the amended return (which was only needed because of their mistake)...and that their fee had gone up by $100. She provided no credit for the extended time, terrible communication, or bad advice that caused us to miss a retirement contribution. The reason I'm writing this review now is because we finally pulled our head out of the sand this year and choose a new accountant. Who at our first 1-hour meeting, pointed out another $7,000 in deductions that Dawn missed. Save yourself time and money and stay far, far away from this firm.

1 Extra star for the location - very easily accessible - although technically that's a bad thing…read moresince I wish I never found the place. I cannot speak for all the staff, maybe most of them are great, but if you want informative, coherent information, stay away from Kevin. I felt a little greasier after having left his office. Maybe it was the privilege of watching him clean up that thing he called lunch after I entered. Or the way he treated the nice front desk lady with dismissive spite, as if she forgot to buy his favorite creamer for the break room. But it was mostly the way he avoided my pointed questions by answering just about anything else other than what I was asking. Want to pay over $100 for an 'educational' meeting where you come out just a little bit stupider? I found just the place. Somehow, every time I asked a question, he circled back around to the same point regarding state taxes. Okay, cool, calm down, Rob. I'm sure he'll stop talking about this super-easy-to-understand concept that I could have just googled in under a minute. Just..gotta..cut him off. No, that's not working, he doesn't take breaths in between sentences. It must have been the mouth-breathing. On my way out, one of the other staff asked, "Did you get all the info you were looking for? He has a way of talking about whatever he wants to talk about." Thank you for the 1 hour late advice. I carried my remaining brain cells out of there and never returned.

I found Nate to be extremely professional. He really has a grip on the latest tax rules so that you…read moredon't have to worry about it. He answered all my tax questions (I had a lot of them). He's really sharp and informative in all aspects of anyone's tax needs. If you're looking for someone that's trustworthy and competent, I highly recommend him for business or personal tax assistance and I look forward to keep using his valuable services in the future.

The associate I worked with apparently had temporarily left the company which was not communicated…read moreto me. Eventually, I was assigned to someone new without any introduction. My returns were delayed and incurred more penalties and interest than was necessary. This is just one of my many issues I experienced with this company. After voicing my frustration, Miller Associates proceeded to fire me as a client. I am in process of filing a formal complaint with the Oregon Board of Tax Practitioners.

I can't say enough about the folks at Affiliated Tax Pros. In particular Tim, the owner is very…read morekind. He helped me out in a serious time of need (and short timeline) when my other CPA butchered my tax return. They are friendly, professional, and come highly recommended! They helped me with both my Oregon, California and Federal returns - very convenient!