I cannot overstate how awesome Stefanie is. She is frank, informed and solutions oriented…read more I was a nervous wreck far outside my realm of knowledge, and Stefanie was able to explain everything, formulate a path forward and put my mind at ease. As a small business owner it can feel challenging to find guidance

Four Reasons has been doing the books for our business for over five years and we've had a really…read moregreat working relationship with Stefanie and her staff. Knowing that everything is being taken care of by someone with such a high level of experience really puts your mind at ease. This is truly some of the best money I spend as a business owner. I can't recommend Four Reasons highly enough.

I was referred to Teresa from my sister. I was in a terrible position with a previous bookkeeper…read morewho messed up my books for two years badly. I was so happy when I reached out because Teresa is in another state. She was so easy and comforting. She is a forensic accountant so she knows how to analyze accounts. She went in and fixed all of the mistakes of the previous bookkeeper. The last bookkeeper deleted files, deleted clients, transferred stuff to different software and made duplicate mistakes and left out many transactions. After Teresa showed me the digital footprint of what this lady had done I was very upset. The lady was caught and had to repay me the thousands of dollars she charged me. Then Teresa went back and re-filled my taxes for 2015 the correct way and we received a refund as a result. Teresa is ethical and honest. She explains all the tax laws in a way that is easy to understand. I highly reccomend Simple Sums Accounting for all your accounting needs!

Our family needed an accountant to do the family trust taxes, and I was delighted to find that…read moreSimple Sums Accounting is expert at this (since my family members could not locate one in the LA area, where the trust was established). It was fantastic to have this done early in the tax year. As well, I had them do our personal return (which includes schedule C income) and it was done swiftly. I am very happy this year!

After getting behind in taxes d/t our personal business and then hiring the WRONG person to help us…read moreget caught up, we hired Swank CPA to fix all of the errors that were filed. I had adamantly spoken about an adoption credit with the previous accountant only to discover he did not know about this credit and didn't even research its validity. Swank CPA quickly researched this specific credit (for adopting children from foster care) and applied it easily, saving us literally $20,000 off of what we were being told we owed. Mindy is intelligent, efficient, honest, and has the best interest of her clients in mind at all times! THANK YOU SWANK CPA!

Mindy is as wonderful of a person as she is knowledgeable in things pertaining to taxes. She really…read morehelped me get through a very stressful time in my life as well as put some cash in my bank account. I've given her five stars because I couldn't give her six. Thank you so much for all your help.

WATCH YOUR BACK Let me start by saying the 3 yelp ratings…read moreare her buddies. I hired grace a couple years ago to do bookkeeping for me. At first it took a day to reply which got longer a wait as time went on. She would eventually take a week or more for just 1 answer. horrible she lied to me several times and without authorization she transferred $800.00 from my business account into her personal bank account and when i confronted her she said it was a mistake. A mistake to hire her. THEN I FIRED HER !!!! She was sure to manipulate my books before leaving being the nasty vindictive person she is. She managed to manipulate my books when she left which i'm paying to reconcile now. Stay away. She is trouble and will do the same to you. A dishonest nasty angry person with a grudge.

Mary, the woman behind Grace Bookkeeping, has been helping me with my taxes since I moved to Oregon…read morenearly five years ago. She was a friend of a friend I work with. She helped me deal with a huge mess where my employer was still connecting me to California despite my residence in Oregon. And on "normal" years, she's super organized, which nicely counterbalances me, the not-so-organized part of the equation. She sends out a reminder, along with a checklist of documents to gather before tax time. She'll pick up and deliver documents to your home. She puts everything in a spiral bound folder for you so you have everything bundled and easy to store in case of an audit. And she's just a really nice person to work with. If you need someone for your private taxes or small business, I highly recommend her. A plus: No judgments when you are a loser and paying your taxes in October. ;)

I am a USG employee and have been getting my tax returns done here for over ten years. The whole…read moreexperience has been very professional and reliable. They can get busy, especially around tax time, so make sure you submit your taxes ahead of time and schedule an appointment. Stephanie and her staff are personable and responsible and will get the job done right the first time around.

As a business owner, I called and spoke with Tammy whether her company would offer services that…read morewould fit what I needed. Although it turned out it was not a good fit, Tammy took the time to educate me on what I needed, which I felt was very generous. I can tell Tammy is a person who really cares about trying to do the right thing, I was impressed by her integrity.

We needed help with our taxes - with someone who could do our personal WA based federal taxes plus…read moreOR. I was referred to one of the Sherwood folks by a friend. I explained that I really didn't know anything about convoluted taxes and the family-related firm we'd gone with the past 2 years had been highly problematic - which is why we needed a new person/firm. They explained that fees were based on the number of forms. I scanned mounds of pages for both 2023 and previous 2022 year. This sat, unreviewed, for a few of weeks. When the person did look at them - I received a nasty email stating how I had "blindsided" them. Our past filings included many more forms than I had any working knowledge of when I first contacted. They assumed we would balk at the price & accused me of "blindsiding". I have no clue about taxes - which is why we were looking for a professional to do them. Because of the OR portion, no, it is not particularly easy to find someone outside OR to do the job. (OR has law that a CPS MUST be certified to do OR taxes) We would've paid the fair price based on the # of forms it turned out to be. Now - I'm scrambling to find someone only 2 weeks before Tax Day.

Talked to (Julia and Amy) to do our joint business and personal taxes. We asked if our taxes…read morewould be getting looked at after being in queue for 3 weeks. After waiting for 3 weeks in their queue they said they would not work with us. Extremely unprofessional and wasted 3 weeks of our time. We wanted a professional tax service so we could lock down a good mortgage rate. DO NOT WASTE YOUR TIME WITH THIS COMPANY.

Trudy was a life saver. I'm a business owner in my second year of business and needed to file my…read moretaxes as an entrepreneur for the first time. I was getting these crazy quotes from people about how much it would cost. I have a very simple business and after getting a profit and loss statement from my accountant I went to Trudy to see if she could file for me. She was AMAZING. I scheduled an appointment with her and we filed my tax return right then and there. I got to see how the process is done (kind of fascinating) and she made it painless and easy. She told me exactly how to pay my taxes (three separate places). It was very affordable and I felt that she was looking at my as an individual, not just another customer. I'll be a client for life! Thank you, Trudy!

Amazing service been using Savvy tax Chick for my business tax's and personal for the last 10 years.read more

I sent an inquiry to Yvonne/Compass Tax Solutions in an effort to help out my brother with some tax…read morequestions. Yvonne responded quickly, and provided us with very helpful information that was necessary to file his taxes accurately. Yvonne was kind and said that while she'd like to prepare his taxes, the fee probably wouldn't justify the effort since he had already completed 90% of the work himself and all he needed to know was if he is allowed to claim his wife as a dependent for the whole year even though she passed away in February. I'm grateful for business owners like Yvonne who provide valuable services, but not at the expense of someone who just needs a simple question answered. Thank you Yvonne for your kindness during a very difficult time for our family!! I'm hoping that this review helps bring you many paying clients, and my brother will also be switching his business tax prep to you should anything change with his current preparer.

They have been doing my taxes for several years and they do a great job. They are the reliable and…read morewill walk you through the process.