We needed help with our taxes - with someone who could do our personal WA based federal taxes plus…read moreOR. I was referred to one of the Sherwood folks by a friend. I explained that I really didn't know anything about convoluted taxes and the family-related firm we'd gone with the past 2 years had been highly problematic - which is why we needed a new person/firm. They explained that fees were based on the number of forms. I scanned mounds of pages for both 2023 and previous 2022 year. This sat, unreviewed, for a few of weeks. When the person did look at them - I received a nasty email stating how I had "blindsided" them. Our past filings included many more forms than I had any working knowledge of when I first contacted. They assumed we would balk at the price & accused me of "blindsiding". I have no clue about taxes - which is why we were looking for a professional to do them. Because of the OR portion, no, it is not particularly easy to find someone outside OR to do the job. (OR has law that a CPS MUST be certified to do OR taxes) We would've paid the fair price based on the # of forms it turned out to be. Now - I'm scrambling to find someone only 2 weeks before Tax Day.

Talked to (Julia and Amy) to do our joint business and personal taxes. We asked if our taxes…read morewould be getting looked at after being in queue for 3 weeks. After waiting for 3 weeks in their queue they said they would not work with us. Extremely unprofessional and wasted 3 weeks of our time. We wanted a professional tax service so we could lock down a good mortgage rate. DO NOT WASTE YOUR TIME WITH THIS COMPANY.

I can't say enough great things about the team at Fulwiler & Brasket! After working with a former…read moreCPA who was never available to answer my questions, I was searching for a team of professionals whom I could trust. I'm so happy that I found Judy Roberts and Connie Delgado. They are friendly, accessible, and quick. I highly recommend them!

We've been using this CPA firm for years and couldn't say enough positive about them. As a small…read morecompany, they have been a valuable resource to us and we are so glad to be clients. Amber Gardner Gardner Team Real Estate

Cathi has been on top of our payroll since I started at Sherwood Family Chiropractic 5 years ago…read more She is always timely and professional and I love the format of the emailed pay stubs. Great local business.

We've used Allegro Accounting for our real estate business for many years. Cathi has always been…read morefantastic at organization, she's dependable, knowledgeable and a pleasure to work with. We recently enlisted her services on the payroll side too. I can't say enough about our experience working with Cathi - she's simply the best there is! We will always be grateful for all she does to help our business and will continue to sing our praises and recommend her any chance we get. People that we've sent her way also feel the same. If you need a trusted and extremely knowledgable accountant, call Cathi Aiello!

I uploaded all my data in February. However, I made an error with one document. They did not…read morerecognize my mistake until late March. I corrected the error before April 15. However, because they were busy the filed for and extension. For their internal review relating this extension they charged me over $150. Many times when I emailed questions about their lack of response, i was charged. I spoke with Mr. Shaw about their invoice, and he was defensive with no suggestion of any changes.

Joel Shaw is a genius. His creativity, his expertise and equally as important, his kindness has…read morehelped inmeasurably with our personal and professional taxes. I am so grateful we have found him; he has a kind of "ethical creativity" in understanding the personal situaion, the laws and how to navigate the ever changing rules and regulations. Thank you Joel.

If you are looking for a new CPA, I highly recommend Natalie Cohen…read more After years of dealing with other firms where there was communication break-down, too many people involved with transactions, paperwork being misplaced, and lack of customer service, a friend referred Natalie. Working with Natalie may be the highlight of my year. Minimal stress, great program for securely uploading documents, efficiency, great communication. She even honored my request to finish taxes by April 10th and had them completed by the 8th. This may be the first tax season in which I didn't feel overwhelmed or stressed. Natalie provided stellar customer service. I have never been more happy to pay a bill of service. Worth every penny! Thank you Natalie and DarkHorse for great service!

I want to be nice, but the only reason I am giving two stars is because she said she would give…read moreprayers for my wife's Cancer. My conversation with her was so surreal and embarrassing. I got her telephone number from my podiatrist. Apparently, there are working with her on a trial basis. I had bought insoles from my doctor cash. I had to return them and had an okay to do so as well at time of purchase. When I came into the office to return them, I was told that their new payroll department had to pay me back with a check. It would take two weeks. I don't want to be a whiner, but that seemed excessive after I had paid in cash. Anyway, I agreed. Two weeks came and no check. I waited longer, still no check. I got Krista's number from my doctor's office and called her. She said she mailed out the check. I told her that. I had actually gone to my doctors office and they paid me out the cash already, but my problem now was that I had such low funds in my bank that I got an overdraft, because I had counted on getting that check. We are a family living on extremely low income. When Cancer is involved in the family, it makes it all the more difficult. Krista at one point suggested I keep the check to pay the overdraft, then in the same sentence she said it would be a blessing in disguise, but I probably would need to pay it back. Then she went on to lecture me about how I should manage my money and not have overdrafts! Wow! And here is the best part...... The check never came. So sad. So my advice is please don't lecture people especially when you can't do your job.

I am giving them 2 stars and I am being generous. In the short time that my business used…read moreHendrickson, we were not getting the services that we were paying for. Repeated attempts to converse with them about what we needed went nowhere. We had some payroll issues, tax filing issues, and just general frustration during our time with them. Response time was typically 6 days or so, even with repeated texts, calls, and emails.

I am so glad I found Deb at Pro Books and made the decision to contact her! As a content…read morecreator/freelancer, it was very difficult for me to find someone who I can trust since it's a very niche background but she has went above and beyond for me. I have full confidence in her managing my books and I can go to her for questions anytime - truly a collaborative experience which I always prefer. If you're on the fence about who you can go to, trust me - Deb will absolutely take care of you!! This is also coming from someone who had a past negative experience with a service that provides "bookkeeping." She made me have trust again. :)

I was having a difficult time and in need of immediate help in order to avoid catastrophe!!! I…read morereached out to Deb, who was immediately available, and within no time the problem was solved! She was professional, understanding and most important -- knowledgeable! Highly recommend her in times of need (or just routine and daily business activities).

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 always received excellent service at the Sherwood branch of OnPoint, but I want to…read moreespecially commend Jenny Lupu for being so knowledgeable and making me feel like a friend, not just a customer. Without her help, I would never have been able to use my OnPoint points for a flight to Montana. (Funny thing is I actually ran into her at the Seattle/Tacoma airport when I did.) I have never waited too long or felt rushed at this branch. It's a wonderful place to do business!

I've been an OnPoint member for 31 years (formerly Portland Teachers)…read more I walked in on a Friday afternoon, roughly 1:00 PM. I knew that any wire transfers that do not get sent past 2:30pm on a Friday get sent Monday. I walked into the branch and told them I wanted to wire transfer $60,000 to my brokerage account, to buy stocks. I played a shell game for over an hour where the bank tellers pretended to be ignorant about how to send a wire transfer. I even called my brokerage on the phone and had him explain all the details to the bank teller and it was excuse after excuse. After finally threatening to close all my accounts and saying, "if you don't get this wire transfer by today, I'm walking out of this bank today with $60,000 in cash." The teller finally decided to stop playing dumb and wire transfer my money. I was respectful throughout this HOUR ordeal (not waiting, they were just pretending to be stupid to not send the money). They even threatened to call the cops on me because I raised my voice and said "IVE BEEN WAITING FOR A WIRE TRANSFER FOR OVER AN HOUR AND NOBODY CAN FIGURE THIS OUT!?" They tried to wait past the deadline so the bank got my interest over 3 more days. Onpoint, after this situation, I have opened an account with Sofi, where I can wire transfer without human interaction. If you don't put customers first, you will lose customers.

Excellent tax accountant. Very knowledgeable and helpful. Have used their services for over 10…read moreyrs and alway so very pleased

From the moment we called Aaron's office back in 2016, we felt like we would have a good…read moreexperience. Stacy was warm and welcoming and Aaron was calm and competent. We had a complex tax situation involving rental property as well as tax mistakes made by previous preparers. Aaron used his considerable knowledge and consulted with colleagues to come up with a way to "right the ship" and get our tax returns done correctly. We have since moved out of state but we have continued to have him do our taxes, not only because of his professionalism and competence but because he truly cares about doing the right thing by our family. I also believe his fees are reasonable, considering that he is not "done" until we are satisfied. We highly recommend the Traxton team!