Dan Roach and staff are wonderful to work with! Friendly, professional, highly attentive to detail…read moreand more than willing to clearly answer all questions. I highly recommend.

Dan's "user-friendly" approach was welcome! I'm an 80 year old widow and appreciated the time, the…read morerelaxed explanations, and the thoroughness of his work on my estate papers. He and his office worked with me by phone, email, Zoom, and the final in-person signing since we're still in the middle of a pandemic!

We've used Sabrina a few times. She has done a good job with extensions and helping us keep our tax…read morefilings in order.

So my wife went here a couple years ago and the lady filed our taxes. Got an immediate IRS audit…read moreand paid back over 500$ to the IRS when my wife and I make under 25k per yr with a child and another on the way. And still have yet to even receive those taxes from that year. This lady has screwed our taxes drastically. And I wonder if she stole them from us and is why we had to pay the IRS back.

My favorite local bank. The first bank in Old Oregon Territory! Very kind, patient and…read moreaccommodating staff. Thank you so much.

Drove 250 miles to get to my Mom to take her to her phone company in person so she could pay her…read morephone bill so her phone service wouldn't be cut off. Mom lives in a retirement facility but lacks safe transportation for her needs. This was after I paid her preceding phone bill from my account at a different bank. Mom presented her check in person to the phone company, which of course wanted to accept the check, on an account with ample funds available. Mom has beed a long term customer of that bank and a valued customer. Previous conversations with her bank indicated there was nothing blocking her right to pay her bill with her checking account, but I replied that her phone company was showing that Mom's bank declined it (with ample funds in the account). The bank kept saying there was nothing stopping her from paying the bill with a check. On Mom's arrival at the phone company in person with a properly prepared check, the phone company submitted the check electronically and received back an immediate notice that the account was restricted and the check could not go through. I have a long list of things to do to assist Mom and I find it deplorable that the Plaza Way Branch is obstructing payments involving a valued long- term customer and that they are either lying about it or repeatedly cannot identify their computer glitch. I previously liked Baker Boyer very much and thought of it as a high quality bank. Mom and I recently wanted confirmation that her accountant's submission of a tax extension coupled with the accountant's initiation of an electronic payment to the IRS from her Baker Boyer Bank account, had gone through successfully, but the bank rebuffed the inquiry, which was insulting, although to the best of our knowledge the accountant thought it did go through. Mom wanted to move the equivalent amount from savings to checking to be on the safe side regarding the IRS electronic transaction, and she doesn't have a safe form of transportation for her needs, to request that in person at the bank. The bank also rebuffed that inquiry. I am willing to seek power of attorney and Mom seems willing as well, but Washington State does allow a person to assist their parent in a role less than POA. I preferred being an assist to Mom for as long as possible, to retain her sense of empowerment, but apparently the time has come for POA, to get past the bank's stonewalling. I'm on the fence about whether we should change it a different bank, despite having strongly preferring Baker Boyer in the past.