High level advisor who continues to provide up to dated information on my portfolio and retirement…read moreplan. Excellent service

Tyler was very helpful with my profit sharing, 401k, and retirement planning. He is extremely…read moreknowledge in tax efficient strategies. I highly recommend his services!

I was weeks into trying to figure out what to do after a terrible financial mistake. I'd contacted…read morea few places, but they all wanted fees upfront--even before hearing my full story. Then I came across a quiet mention of cwpsc (you know the rest com) in a forum. I reached out, cautiously. They listened first, didn't charge anything upfront, and stayed in touch throughout. Things eventually turned around, and I could finally sleep again.

Elite investment was recommended to me by several family and friends. I meet Fariba, the owner and…read morewere immediately impressed by her wealth of knowledge and down to earth and helpful attitude. She designed a strategy that fit my comfort level and would personally get involved if I had questions and concerns. I have recommended Elite to many friends and have gotten the same feed back.

Karen and her team are great at what they do! If you are looking for a CPA, I highly recommend…read moreusing their services.

First I really apologize my review is overdue. I started beauty business 2,5 years ago and for me…read morewas very important find good accountant. Me and my husband first time met Karen to discuss issues concerning financial part of my business. I immediately appreciated her understanding of the tax laws and her ability to explain everything . I working with Karen over 2 years and absolutely happy have an accountant like Karen. She also do our personal tax. She is very professional , friendly, all the time respond quickly on emails or phone calls. I highly recommend Karen for business and personal tax. Lana's beauty shop

Brian Gurry has always done right by me, looking out for my business' best interests and saving me…read moremoney consistently. I would highly recommend going with them for any insurance needs you may have!

Kari is wonderful! She has been instrumental in keeping my photography business moving with our…read morefrequent insurance needs.

Adam is an amazing asset manager. He has consistently been able to get my investments high returns…read morewhile providing securing and peace of mind. I would highly recommend him to friends and collegues.

I have known and worked with Adam Droker for many years, I've trusted him to put together a…read morefinancial plan for me and for several of friends and family members and I will continue to send the people I care about his way.

I've used Kris Wilson as my tax preparer for years. She isn't the first preparer I've had, but she…read morehas been the best (I've had four other preparers, and before that I did my own with both Turbo Tax and H&R Block Online). In my opinion, Kris's strengths are that not only is she a CPA, and an Enrolled Agent (EA), but she is also personable and approachable. As some of lifes tax-impacting components are less than pleasant to discuss with others, it is important to have rapport with the person helping you prepare your filing. Kris is very personable, but also an astute, professional tax expert/preparer. Kris is the only person I trust to do my tax filings, and I reccommend her to anyone, no matter how complicated their filings.

Kris is easy to work with but always very professional. She does excellent work at affordable…read morerates. She has saved me much in taxes by recommending Tax minimization strategies during the Tax year, rather than waiting until tax season. Highly accurate and recommended. Cost effective.

Grant and the team at The Monson Group really are experts in their industry. From the very first…read moremeeting, their knowledge and passion is obvious. Their approach to financial planning is more than just investments, it takes every piece of a person's financial future and security. I would recommend this team to anyone at any level of financial planning.

Grant is passionate about the people he helps, experienced and brings a ton of integrity to his…read morebusiness. I found Grant easy to visit with; he has deep expertise and I've recommended him to several people. Few other planners seem to take his sincere, holistic approach. The Monson Group can help you coordinate your financial affairs.

For the last 5 years, I have been a client of Reena Gupta/Anaya Associates. I am very happy with…read moreReena's services. She is very humble, helpful and very knowledgeable. I highly recommend Reena. Thank you Reena for all the help! Rgds, Shubha Tirumale Photography

Since the last 2 years I have been using the services of Anaya Associates to file my individual tax…read morereturns as well as returns for our small business. The experience has been totally seamless and it has been a pleasure to have someone take total responsibility of taking care of my tax filing needs. I am based out of Austin, TX - even if Anaya associates is in WA, I never felt that working with them remotely was ever an issue. Reena from Anaya Associates has been very professional and reachable.