I have been using Eva Lohrer as my accountant and tax preparer for the last 9 years. She is great!…read more Quick to respond, accurate, and very knowledgeable. And her fees are reasonable considering the quality of the work performed.

Nora was able to get the mortgage at a great rate. She worked tirelessly. Highly recommend. Thank…read moreyou.

I've used Northpoint for several home purchases and refi's over the years. I always work with Mark…read moreAlley, and each time the experience has been stellar. Mark understands the process completely and has saved me quite a bit of money, each time I use him for this service. Mark makes the process easy, inexpensive and fast. Night and day difference from how banks and mortgage companies operate. He also absorbs the closing costs so you spend very little on the closing. Banks can charge you up to $10,000! Getting the right mortgage and mortgage broker, is as important as buying the right house. Both are long term decisions, and if you get either one wrong, you'll be miserable for a long time. Mark will make sure you get the right mortgage and help you navigate the crazy paperwork.

He had an immediate understanding of my goals for his service. Gave me uninterrupted attention. And…read morethe cost of services was very reasonable. I would recommend this practice.

Peter would not correct an error in tax documentation, despite proof that it's in error.read more

Eric did my taxes when I had a very complicated year including having three jobs, selling several…read moreinvestments, and living in two states! He was professional, thorough and accurate.

Picked him out of the phonebook when we moved here and can't recommend him more highly. He's quick…read moreand very good. I'm a small fry customer, but don't feel like it working with Eric. Prices are reasonable, work is excellent.

I can't say enough good things about Ostberg and associates. Rob Ostberg is a very knowledgeable,…read morehonest individual that has not only managed my retirement funds but also my mother and father's. He wants to know what your goals are first before planning a successful road for your investments. Want little or no risk? Done! Willing to take a little risk? No problem. I have always had a fantastic response time from this company. Have a question or need a meeting? Not a problem. The people who work here remember names and faces making you feel like you're working with friends. I can't say enough positive things about each and every person I've encountered in this company.

My 401k is handled through this company. They're extremely difficult to get ahold of, often…read moreunresponsive, and you'll find yourself waiting forever for a response that never comes. Today was my last straw: I waited three hours for a promised callback, eventually called them again only to be left on hold until the line went dead, and then had to call a third time only to deal with a rude receptionist. I ended up having to leave my work and go into their office in person, just for some simple information! I really discourage anyone from doing business here. It's not worth the stress they will cause you with their awful service.

For several years using their services, it's all fine except for once in a year. And, because they…read moredid not open every day after tax season, I would have to do the inquiry on my own, and later, paid for assistance in the community to get the rest of the refund for that year then. Pattie may also know this. I hope similar issue won't happen again. We all live in community. Since when, negative issue may have seriously impacted a lot of places. Best luck to all businesses.

Patty and her other employees have been great to me over the year. If you want an appointment you…read moreneed to plan ahead, but she does a great job at a reasonable price. I'm surprised about the other bad review on here. I do think you need to do some basic tax diligence before you use any service. I typically grab a checklist for the new year and make sure I bring everything that's needed with me. I wanted to write a review because I do use Yelp to look up places and I was very surprised that K Financial had a 1-star rating. Give them a try, I think you will be happy you did.

4/17/23 UPDATE: Robb…read morehas moved to the East Coast and still takes care of his West Coast people too.. I actually do pretty well on my own with taxes but always something odd comes up just when it goes well for a year or two.. For me, this year I realized I've been handling my federal disability annuity retirement wrong as I could have retired 5 years ago and just realized it as it's the year I actually planned to retire. It affects paying taxes or none, complicated with SSDI and possibly amending previous years... is it worth the hassle? Robb was awesome as always to spend time in a 30 min Zoom call to help me sort through things. It may not have seemed like a lot to him, but it definitely helped and reassured me in the direction I need to take and what is best for me and did it all as a consult without a fee.. He still takes time to truly care to help others. The East coast is lucky to have him and still happy on the west coast to be able to reach out! ____________________________________________________________________________

Robb is, hands down, the most competent, caring, responsive and honest CPA I have ever worked with…read more I spent months trying to find a good CPA for my small business after some negative experiences with previous accountants and tax firms. Robb has risen to the occasion. He is very responsive and timely, clear about what he offers and thorough with his responses. He is very knowledgeable and is now doing not only my personal and company taxes but our bookkeeping. He has made excellent recommendations for other financial professionals when I have asked and has even sat in on a few long conference calls with me when I've consulted with financial professionals he recommended. I am incredibly impressed. If you're looking for a competent, timely and responsive CPA, bookkeeper and/or financial planner, look no further. Robb is fantastic.

David makes doing your taxes an easy experience. He has been doing accounting work for years and…read morehas seen it all. He takes the mystery out of your problem and just solves it. Looking for a good accountant who is easy to talk too and is fair in his pricing - call David.