Hi, Shelly I'm really glad you responded, because this is a serious issue that needs to be…read moreaddressed properly. I want to start by saying I do not appreciate how this situation has been downplayed. When I came in to have my taxes prepared, the printed documents I was given showed my refund being routed to my old bank account--not the new business account I had clearly requested. I even called to confirm this discrepancy, and I was told everything had been updated correctly and that a new copy simply wasn't printed to "save paper." Despite that reassurance, I later found out through the IRS that the account information was entered incorrectly. Not only was the wrong account used, but the last two digits were also switched. This error caused significant delays and complications with Refund Advantage, and I had to spend additional time trying to resolve something that should have been handled correctly from the start. Because of this delay, I had to postpone a planned move for myself and my daughters, which resulted in me losing my deposit on a new place. This situation directly cost me money. What's even more concerning is how this was handled when I reached out. Instead of taking responsibility, I was blamed. There was no acknowledgment of the mistake, no apology, and no effort to make things right. That level of customer service is unacceptable--especially considering I paid $675 for a professional service that was not executed properly. I requested a partial refund as a fair resolution, given the financial impact and inconvenience caused. I was told, verbatim, to "forget about it," and that I would not be receiving anything back. At this point, I will be moving forward with filing a complaint with the Better Business Bureau and am prepared to provide all documentation, including the printed forms and communication records. I also mentioned pursuing legal action because this situation has not been handled appropriately at any level. I would still prefer to resolve this directly, but the lack of accountability and communication has made that difficult.

I paid $170 for tax advice on a 401k loan. I was not given advice just brushed off and told to wait…read moreto see what happens. I was told to have my taxes done it would be $250 when it came time to pay it was $395. I was told to call and discuss the loan in retirement. The representative never called me back nor answered my emails . I will not go back again as the advice I was given was not accurate. I am left to figure it out for myself. What a joke!

My tax prep contact officially retired and closed shop after 30 plus years of service. I had to…read moreleave town unexpectedly for several weeks. The tax prep person where I am currently located gave a projection of owing a ton of money to uncle sam. I decided to search on Yelp for someone more credible and found these awesome people/company to work with. Highlights are: 1. Very responsive, lightning fast reply's 2. Reachable via email, phone 3. Quick to review documents 4. Quick to set up a final appointment 5. All done virtually through a secure system that is user friendly 6. I did not pay as much as originally stated by the first person I reached out to 7. Outstanding zoom call that was quick and painless 5 out of 5 stars!

So this is the first year I owned a business (LLC) and was looking to get help and hopefully find…read morean accountant for the future. Now I'll be the first to say, I'm pretty lost with profit/losses and book keeping, as I said it's my first time. For the past 8 years I've just used TurboTax for personal, but as I said, first time with a business. Initially you talk with someone over a chat, they ask you questions and you answer them and send them forms. They said they could do my profit/losses for me for about $75 extra, I was fine with it, figured it was worth learning how to do it. Took about a month but finally had my appointment to talk over video (30min). They were 6min late and obviously very tired. I truly felt bad for Yuliya as she seemed so exhausted. We spent the first 18min looking at the Dept. of Washington tax site and she was showing me how to fix my prior quarterly tax filings because she felt I had labeled my business incorrectly. After I showed her what I was doing, she changed her mind and said "I think you're actually fine and doing it right". So that left us 6 minutes to rush through my tax return before her next appointment. In the end I spent $350 to save $3 (the difference in number between what I got in TurboTax vs. having it done by Nationwide). For me, if I would have learned something about better tax reporting for the LLC, it would have been worth it. But it just felt very rushed, very impersonal and honestly I'd rather just go back to doing it myself.

Inna was very professional, knowledgeable, and highly educated on all things taxes and correct tax…read morestrategy planning. She answered all our questions and was very courteous during our phone conversation. We appreciate her wisdom and her willingness to help people understand current tax laws and regulations. She comes highly recommended by us. A pleasure to do business with such a professional business lady.

I have used the services of this company twice and have been completely satisfied. They are always…read moreavailable and have answered all my questions related to taxes and managing my LLC.

My husband and I had known for some time that we were overspending a bit here and there, and knew…read morethat we should have gotten some order in on our books. After filing our returns last year we asked our CPA about taking care of maintaining our books, but weren't convinced the cost of that would be worth it. So, they referred us to Jasmine, we made the call, and within 2 months we had already saved 20x more money than we spent on her services. We feel like we finally got in some discipline and got control of our finances. She is a pleasure to work with every step of the way, giving us exactly what we need in a very organized and efficient manner. To boot, this year's returns were filed 2 months earlier than last year! Each month we are reaffirmed in our decision to hire her, and we can't thank her enough for everything she does for us. She's amazing!

So I waited till the last minute to do my taxes this year and Jasmine, who was recommended by a…read morefriend, really came through for me. It was the first year I had to do taxes for my business so I was really uneasy about what needed to get done but Jasmine was very knowledgeable and guided me throughout the entire process and just really made the entire process very stress free. I also learned tons to help me stay on top of my finances throughout the year so now I know I'm keeping track of what I need to thanks to her guidance. I definitely recommend Jasmine for all your accounting needs. I highly recommend her!

Stunning levels of incompetence. Regularly failed to make filings on time, causing us to get in…read moretrouble with the Oregon government and costing us fines and fees. Sent out our 1099s using the WRONG ACCOUNT - our Independent Contractors all received 1099s with the employer listed as a veterinary service. Sent out incorrect w2s. All while charging EXORBITANT fees beyond what was agreed to. Whenever we caught them in a mistake, they would make excuses, blaming the state, or us, or "we never got that password." According to the state a significant amount of the paperwork they filed for us was incorrect and we owe a lot of money. The state also said that the company could have gained access to everything they said they "couldn't do" with one phone call to them. Fraud? Incompetence? You decide. Just stay far away if you need a bookkeeper.

Maya was able to take us on last minute and got our taxes submitted without an extension! She…read morewalked us through everything and helped us come up with a better plan for next years taxes. We just moved to Vancouver and are very happy to have found Maya, we will certainly be coming back to her next year!

Traci provides a boutique variety of services for the small business and individuals, including…read morebookkeeping, payroll, accounting and tax services. She is competent, intelligent, efficient, affordable and personable.

Applied for a job in response to an ad on Craigslist some time ago, no response to emails or phone…read morecalls.

I do not recommend this company. What started as a good relationship quickly turned bad when my…read moreaccount was handed over to an incompetent bookkeeper, they double the cost and when I did not renew their service they still billed me for services that were not provided.

Getting one's taxes done is never fun (for me, at least). I work in OR, but live in WA,…read moretelecommuted most of last year, refinanced a house, and sold investments, so I went to Block Advisors to get my taxes done. Joy was absolutely fantastic in every way! Thorough, courteous, professional, and efficient. She was able to get my taxes completed and filed within the hour appointment, and completed all of the complex calculations for telecommuting, cost basis, capital gains, etc. The only thing that didn't go as smoothly as it could have was with communication of the price. I'd used H & R Block many times in the past, and they'd each time previously, they'd told me up-front what the cost would be. This time, I wasn't told until the and, and was honestly a bit shocked when the prices was more than $200 higher than it had been in previous years.

Horrible. I called to get advice and make an appointment to do a complicated tax return. The…read morereceptionist took all my information and told me an advisor would get back to me immediately. No one ever contacted me. I went past their office and even though their hours were posted and they should have been there, the office was closed. Very unprofessional.

Katherine is so knowledgeable and helpful with my bookkeeping questions. I was set up with a new…read moreaccounting system within hours and all my data from 2024 in financials within a few days. I am highly impressed with the service My Mom the Bookkeeper provides, I will continue to recommend their services!

Katherine has been doing my books for the last 8 years. She is so reliable that I no longer even…read morethink about my books or scheduled payments with the IRS. I don't think I've stressed over a single bookkeeping issue since she took over. Her fees are extremely reasonable, especially considering all that she does. Within the last couple years I've started a secondary business, and without hesitation gave her reigns as far as my books/accounting go. I can't tell you how comforting it is knowing I don't have to worry at all when it comes to that side of business ownership - it's the part I've always struggled with. I can't recommend her enough!

He saved our butts with an awesome refund and solid advice for the upcoming years! Funny guy and…read morevery knowledgeable. Definitely coming back next year!

From the owner: Get the Most out of your Tax Return. Business & Personal Taxes. Bookkeeping, Consultations, General…read moreAccounting.