I'm just not sure if the negative issues I encountered were due to lack of staff communication, or…read morean issue with my individual tax preparer. Maybe both. My taxes are relatively simple - single female, renter, basic 401k, etc. But I had just moved here from NY in the summer of 2020, and did not want to do anything incorrectly. I chose PNW based on Yelp reviews & convenience. They requested the documents that they needed be dropped off - everything was done over the phone due to COVID. Cool, no problem. The day of my phone consult, I get a call from the staff asking about the documents required, saying they didn't have them. I had dropped them off as requested prior to my phone consult date. My stomach dropped - I'm thinking my main tax copies are gone. They called me back later saying they had located them. Phew ... I then did a brief phone call with my preparer, Ryan. It took about 10 mins & the only sticky topic was how to address the fact that I didn't get any stimulus when I should have. He was nice & seemed knowledgeable, so I felt good about everything up to this point. I'm told to let him know when I'm ready for him to submit everything & it will be done right then via e-sign. Now, to be fair - they do inform you that the cost of your taxes being done is based on the NUMBER of forms they have to fill out. You're to look at their website & figure out what your total will be. Unfortunately for me, I was personally not sure what I should anticipate since I had both NY & OR forms. I will say that I was completely freaking floored when I was charged close to $600. I had my 2019 & 2018 taxes professionally done by a CPA when in NY - both times less than $200. Moving forward - It took me 3 separate phone calls over the course of a couple of weeks to get the message through that I was ready to submit the taxes & ready to pay. Each time I was told it would happen by whomever answered the phone, & that I would get an email confirmation for e-sign & CC payment. Each time I waited ....waited ... called back ... waited. Each time I had to re-explain the situation to whomever answered the phone. Finally after the 3rd call, this got done. I e-sign & put the (what feels like outlandish) preparation fee on my credit card. I was then told I needed to pick up my completed tax booklet & forms from the office & that I would get a call when it had arrived within the next few days. Two weeks later I call them, as nobody had called me ... am told it's there ... so I go to sign & pick them up. Again, lack of communication. Next, I get my refund & it's a little under $500 of what my preparer had told me I would get back. I called his office 4 separate times, leaving a message each time, before I finally got to talk with my preparer to ask what had happened. I'm told he doesn't have a way to know that because he can't access my tax info. I contact the IRS like he tells me to & get a letter about them adjusting my refund. I was told to let him know what the IRS says & to send him a copy of any info I get from them. I emailed him a copy & wait 2 weeks. No response. I then start calling the office. Again, 3 separate messages left with no call or email back. Seriously, guys?!! Today, I called again & explained the situation - my preparer wasn't in the office. BUT ... I FINALLY had the luck of speaking with a lady who actually took initiative, looked into my file, looked at the letter the IRS sent me about the adjustment, AND got back to me right away. She explained what had happened and actually seemed like she cared and wanted to help me. So - thank you Julia T - I almost considered giving 2 stars because of you. To summarize, I work in a professional service industry. It would never, EVER be acceptable to ignore my clientele after they had paid for my service. If I have to stay hours past close to answer my client emails & phone calls, I do it. Never in my wildest dreams could I feel okay ignoring messages or emails like this company has. Ultimately, I have to take the responsibility for the money it cost me for my taxes - I just didn't know any better that I would be charged for both NY & OR. Do I still feel like I got swindled? Yes. If you're going to charge me premium rates, I sure as heck shouldn't have to jump through all these hoops & waste my personal time begging for a response. Only to be ignored. I feel that I was incredibly patient & gave them the benefit of the doubt repeatedly. I was never once told "sorry" or offered an apology when I explained over and over that I had already called or emailed, I had already left a message, no one had gotten back to me, etc. I never became verbally upset or rude, despite how I felt. You can do better than this place, at least until they fix what I can only guess are some serious communication issues, or a general lack of client support/care from some of their tax preparers.

April at PNW Tax Service has done my taxes for almost 20 years. She is wicked smart, on top of all…read morethe new and existing tax laws, and offers lots of tips and suggestions in regards to my assets and investments. Even when I am late starting the process because I am waiting for one statement or revision, my taxes get completed quickly. April is fast, efficient, accurate and communicates clearly. I'm amazed at how quickly she goes through my stack of papers in what seems like no order, yet everything gets completed in record time and accurately! On top of all that, she is a really nice person and a pleasure to work with. There was one year I decided to do my own taxes to save money - huge mistake! Unintentionally I left out one income interest statement which the IRS caught 3 years later. I had to pay a large penalty, redo that year's taxes and the following 3 since the refund amount changed, changing the subsequent year's reporting. That one mistake cost me thousands in tax preparation to correct the original year, the 2 years after and the current year. Lesson learned. Now I'm paying it forward. Get your taxes done by a professional who is expert in their field, on top of all the new laws and accurate! April and Pacific NW Tax Service is my choice all the way. I'm very satisfied with the level of service they provide.

*** UPDATE *** So Lisa contacted me with the concerns they…read morehad from their side. And the gaps in communication we had. Glad we were able to clarify each other. There are times when circumstances play an important role and frustration mentioned below was caused due to it. But Lisa showed commitment to address issues and to work with me to address all concerns. *** Original Comment *** These guys are just hungry for money. I have been doing taxes with them from 2013 to 2017. For 2017 I had given all the documents well in advance. Even then my taxes were returned on the last day. I stayed up all night going through them and found a lot of errors. Even then I payed them all the money they asked for no bargaining ever. After that I got 2 letters from IRS. I contacted these guys to get help as they had done the taxes. They said they are reviewing one notice and they will be a fee to file the reply with IRS. I said I will file the reply just tell me the computation of 2017 tax addition (Just a number) They waited till the last moment and then I get a mail saying they have filled a reply and I owe them $290. When replied back I did not hear anything back and then I get hit with a $243 Net 15 invoice and If I do not pay in 10 days 18% interest. I am really upset with these guys.

they cost me over 5k to do my taxes, they messed them up so much I had to pay for other services…read moreto fix the problem and I'm still working with IRS as per there completion of my taxes I owe way more than what they showed on the returns, - so I over paid for services that were wrong - wrong - and now I'm paying late fees to IRS from their services. I would never ever use this company again in anyway **and they were not there to help me figure out what they forgot to on my taxes **as I look at the years, I see so many issues and errors, I should have seen before but I had thought they had my best interest but I'm so wrong and should have seen it. I'm paying for it now

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.

We used Ron 15 years ago for our taxes because my husband was a sole proprietor of a business and…read morehe was really helpful. He walked us through the process, responsive, & accurate. He was reasonably priced which we appreciated since we were on a tight budget.

I've been a client here for over 7 years. They are honest, have my best interest at heart and are…read morealways available to answer my questions. I've referred family and friends to Rowell. They are the BEST! As a small business owner they have helped me navigate through new tax laws as well as directed me how to best keep my business running through the toughest of times. Love these guys!

Chris Winn has prepared our taxes for a couple years. Easy to work with and gets the job done…read moreright. Friendly staff and easy appointments. Prices are reasonable. Thanks!

Very Professional tax service, provided by Amy & her staff. Highly recommend, especially if your…read moretaxes require a professional to ensure they are done correctly.

Update from my previous review from 2 stars to 5 . (after speaking to Caroline she explained an…read moreemployee went on leave and they were shorthanded) . My taxes were done correctly and professionally and I saved money! I am very pleased!

Bad customer service and lied to me. I had a complicated tax situation due to an inheritance. I…read moremistakenly had Peterson do my taxes. They told me to bring in letters from the IRS and Oregon Department of Revenue which I did. Peterson was terrible about communicating with me. I had to call the Oregon Department of Revenue myself when Peterson said they would for me. The person I talked to told me no communication with them and Peterson had taken place. I assume the same was true from the IRS. Peterson would rarely call me back when asking questions or needing an update. The employees are unprofessional and lack knowledge. My financial advisor needed a CPA to calculate my yearly distribution amount. I was told that there would be no charge but she lied and charged me anyway. I hope this helps other people avoid Peterson tax services to save money and aggravation.

They were recommended to me by a neighbor and I have visited the offices twice now…read more A short sidenote before you park: their entrance is together with their neighbor, the financial offices. So park directly in front of their sign and the entrance is in the middle of the building. Another (fun) sidenote: there is a Yumm Café, Subway and Sushi Hana right at the beginning of the complex. In other words, plan lunch ahead of your appointment and you can enjoy your time with a foodie experience! In particular, I chose to meet with Geoff Dougall, one of the partners. He was knowledgeable, listened well and was quick to grasp the situation. They work with digital signatures, which simplifies matters and the necessity of having to drive out there. When we finish our first fiscal preparations with them next year, I will update to let you know how that worked out for our little company. Right now, the fee estimate looks reasonable.

Heather Jackson, an accountant with this firm, is extremely unprofessional and flakey. She demanded…read morepayment upfront in February. I submitted my tax information to her the same day my 1099 came in the mail in early March. Haven't heard a word from her since, and my taxes are due tomorrow. I've been emailing her BEGGING for her to communicate with me, but she doesn't reply. She did the same last year, but I let it slide because she was sick with COVID. She simply does NOT respond to emails. I am not a high maintenance customer... I don't ask for much correspondence... just want my taxes done in a timely manner. Beware of this firm!

My mom's current CPA found a deduction that this business overlooked in a previous return that…read morewould have resulted in a substantial refund. Since my mom doesn't drive, I brought her paperwork to their office and showed them where the deduction would be. From day one communication from this business was exceptionally scarce. Most of my 'updates' were in the form of automatic reply emails. It had been almost 4 months since bringing them my mom's paperwork, and her amendment still had not been filed. Additionally, It had been over a month since I had received any word from this business (not even automatic email replies). In an act of desperation and frustration I repeatedly called their business one day in an attempt to find some clarity. The next day I received an email shaming me for my attempts to reach them and stating that after a "quick review" of my moms tax return they didn't "understand what is wrong with it", even though I carefully explained and showed where the omitted deduction was when I dropped off the paperwork. It was clear that this was a retaliation, and that my mom was now being punished for what they deemed as my bad behavior. Which again, was one day of trying repeatedly to reach someone by phone. When paying a business to do one's taxes, the consumer has a reasonable expectation that they will be prepared correctly, or that any errors or oversights will be corrected in a timely and professional manner. Their refusal to amend her tax return not only reflects a lapse in ethical judgment but also raises questions about their commitment to the principles of their profession. I am extremely disappointed and would certainly not recommend that anyone use this business.

This is the best tax preparation company I have ever worked with. Fast, friendly, and extremely…read morehelpful. I will never look for another tax company as long as David and Erin are around. MB Tax Pro are experts of their craft. If you want the best, you will find it here!