Professional and personal. We started with the office three years ago. Brad answered all of our…read morequestions.

I've been using Brad Order CPA for our Corporate Taxes over the last 5 years. The first year,…read moreeverything wen't smoothly, but each year following, the service got worse and worse, but the Bill went up and up! The Returns Started costing around $1500.00 then went up to nearly $3000.00, for the same amount or even less work! Not only that, but the last 3 years, at least, out taxes never even got completed until late in the summer. One of these years, it cost my wife and I $500 personally, for not paying "estimated taxes due" to the IRS, because Order, couldn't get them done on time, or even within a few months of being due! Not to mention receiving random billings, the last 2 years, for an extra $200 or $300 later in the year, with no explanation of what it was for on the invoice! To top things off, after switching accountants due to this ongoing poor treatment, we have been dicked around by him and his employees, to obtain journal entries for previous years taxes, for which we had paid for but never received. It took several weeks, emails, and phone calls to get something that should have been a "same day service"! I would avoid using this service, as they obviously cannot service the amount of clients that they have, and it shows!

Neal was a referral from a financial advisor. After a divorce and moving back to WA, I met with him…read moreover the phone to which he advised my tax situation was "not very complicated and something we do all the time" to which I asked on average what do you think pricing for these services typically look like, "not more than a few hundred dollars at most but your situation isn't that complex". After verbal agreement and contract Feb 7th, I took some time to gather documents together and told him it would take me time on the phone to gather all my documents together, I asked him how long he would need to complete the return to which he responded "no more than a couple weeks" I provided the requested documents March 23rd 2024. April 1st I reached out, due to no response, April 8th I reached out again due to no response. That same day he responded saying he did not see they got uploaded and to resend though I sent a screenshot showing the documents were uploaded. I assumed given the response, he'd file an extension and asked such he responded same day advising he would at no extra cost. At that point, I followed up April 30th, with no response, and again on May 14th after copying my financial advisor, which he responded same day. After a series of back and Forths, and meeting with Chad, I asked for a copy of the filed extension because he was poor in communicating anything about my files on May 31st. July 10th, he advised there were some missing items, I provided the remaining items on July 22nd. I followed up after no response on September 6th, 16th, 23rd and on Sep 24th I received a response about missing copies of forms. I provided a response on Sep 26th. I then received an Invoice in November in the amount of $1,085, no copy of my filed return, no explanation of the return, where and what deductions were made, any details at all, nothing. After I asked for an itemized receipt of time I received a response of "The fee is reasonable given the complexity of your return. We won't be discounting it or providing any additional information." Even in my last response on Nov 22nd to him, there was never a response, just continued requests for payment. This is extremely unprofessional. As a first time I've ever used a CPA to file taxes only because I was going through a divorce and needed extra guidance I was taken advantage of, lied to, manipulated, and flat out disrespected by someone claiming to be a tax professional. Considering the return was already filed, there was never an indication the fees were lucrative...and I was put in an impossible situation and there was 0 regard for person and poor conduct I filed formal complaints with the State and AICPA. Fees for services rendered have not been paid. And we'll continue to be in this stand off for quite some time, I'm sure. If I can't get answers, money won't be paid.

This firm was referred to me by someone I admire. And if you know your stuff, they may be for you…read more But as a start-up with little understanding of how accounting really works (in effect, you are working on your taxes year round), I found the firm to be uninformative and worse, unresponsive. That's too bad, because they do know their stuff - they just had a hard time helping me get ahead of the curve (a service I would've gladly paid for by the way). As a result, my taxes were never bulletproof, and I ended up overpaying for things like city and state taxes. Plus I fell into a Quickbooks quagmire.... which could have been prevented with a little guidance. Look, at the end of the day, I am solely responsible for my own numbers. No excuse there. But I was looking for a partner, someone who could help me on my business journey (again, a service I would have gladly paid for), and this firm was not the answer. The search continues....

Stevanus Financial Services did for me what no one else would…read more Before my consultation with SFS, no one would talk to me, let alone give me the time of day to provide any information I could use to acquire a business, and I was willing to pay! SFS contacted me, took a look at the documents I had and provided great advice and valuable information, for free. I would highly recommend him to anyone who needs help with their business or financials, because SFS will do exactly what no one else in his line of work would do, help out someone in need. Thank you so much again!

From the owner: Stevanus Financial Services started on a simple premise: bring financial services and education to…read morethe average person and small business. From classes, resources, and budgeting for individuals to bookkeeping, advertising, and social media management for businesses, Stevanus Financial Services is here to provide low cost services to help you find opportunity in the land of opportunity! Low monthly rates for bookkeeping and everything else, the only service above $75 is website design. Offering both a remote and hybrid environment, so that you can always talk in person about your and your business' future. Initial consultations are always free, so let's talk about your goals and dreams, and work together to get you there!

Matt is no longer with Edward Jones, as the Voted Number 1 Financial Advisor in Kitsap County, Matt…read morenow owns and operates thinkfloresfinancial.com He is smart, thorough, patient, kind and he comes to you! This is important because I work too much. If you are a professional and you want excellence & convenience you cannot go wrong. Not only do I trust him with my money, our families have become friends. Now when it comes time for my son to take the wheel, they have already met and the change will not be awkward. I recommend Matt for all your financial investment needs. He has ideas I never even thought of or didn't know existed. Thank God for Matt.

From the owner: Making Sense of Investing…read more Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Kevin is a knowledgeable and experienced professional. He is easy to talk to and work with. The…read morefinancial work that he completed for me with the help of his team was thorough and extremely useful to me for retirement and legacy planning.

If I could give Kevin 10 stars, I would. Kevin was instrumental in helping me select the best…read moreoptions for my first 401K plan. I came to him confused, but left feeling absolutely confident in my final decision. He was extremely patient and make sure that all of my questions were answered. I truly appreciate his dedication, expertise, and commitment. I would 100% use him for all of my financial planning needs. HIGHLY recommend!

No longer with Edward Jones. Jennifer is with WileyInvest. She is always available to help or…read moreanswer any questions.

John L and Teresa are very knowledgeable and friendly. When my wife and I stop in, they make us…read morefeel like family. We are very impressed strongly recommend doing business with them.

Wonderful to work with. I am thankful for how honest and knowledgeable everyone is there.read more

From the owner: Coordinating Assets Asset Management and Coordination…read moreFinancial Management Investments Financial Planning Fee-based Planning Life Insurance Estate Planning Financial Advisor

Highly recommend !!!!! knowledgeable ,experienced ,and…read morewilling to spend the time necessary for good communications producing exceptional results. We've been in the area for five years now and have had an opportunity to experience other firms including CPAs. Extremely satisfied five star rating!

Harry has been taking care of our taxes for years now and I can't say enough good things about him…read more Tax time is always stressful but having Harry, has made that time of year easy to deal with. He's quick and knowledgeable!! We went to H&R Block for years and their price went up and up every year. Harry is fair and honest... that is what I appreciate about him! Harry had our trust from day one!! Thank you Harry!!

I received wonderful, caring, accurate, financial help from James Fritz CPA…read more My last tax return was done at Waterfront CPA Group after being treated very rudely by a crotchety, old scheduler for H & R Block. Despite being an H&R customer for more than a decade, I was treated like a giant pain when I asked for the specific tax preparer who'd done my taxes the year before. But now I am grateful to that rude old goat because I contacted Waterfront to do them instead. I was able to get an almost immediate appointment with a professional who was friendly and helpful. The taxes were done in less than an hour, by a CPA (rather than simply a "tax preparer.") He accessed every legal deduction and gave me solid advice for next year. I can't believe I've been going to H and R Block for years, getting just adequate service, sometimes grudgingly. James Fritz, in the Silverdale office quickly did my taxes, saved me money, and then charged HALF of what H&R Block has been charging me! My taxes were the same difficulty, the same number of schedules and forms, as every previous year. But now, they were done by a CPA for half the cost! In the future, I will be certain to go to Waterfront CPA group for all of my tax and financial needs.

I utilized waterfront CPA for my taxes because I had complex taxes for 2021. I provided to them…read moreall the required documents to complete my taxes including the W2 that they left off my taxes. (to my fault I should have reviewed their work but that's why I hired them so I didn't have to) well turns out they completely left off a W2 and I owed more in taxes. the IRS hit me with a roughly 1,000 dollar penalty which they "paid" by doing my taxes this year free and refunding my 2021 tax fee. but because of their error I was responsible for a 470 dollar interest fee that they would not cover. so be prepared to review all of their work. if an error happens regardless If it was their fault, you will be responsible for the interest owed because of their error in addition to the tax you owe. I told them I would not have incurred the interest because I would have paid my full tax bill had it been prepared correctly, but they said that was policy. So unless they correct this policy I would look elsewhere for a more reputable company that takes responsibility for errors of their service. Respectfully I typically do not write reviews but because their error cost me an additional cost of almost 500 dollars and the IRS headache I was not a satisfied customer.