Great people, clear advice, and no pressure. I always walk away feeling more informed and confident…read moreabout my financial decisions. Highly recommend them.

Jason Gong and the Lifelong wealth management team are amazing!…read more I'm so grateful to have been introduced to Jason nearly 10 years ago after my husband passed away. Jason truly loves helping people realize and plan for their financial futures. He helps you find your 'Why' while freely talking to you as a down to earth personal friend. Thanks to Lifelong Wealth management and Jason, I feel confident that my financial life will be in order when I am able to retire. I highly recommend them. Nadene

I have worked with Jason Gong at Lifelong Wealth Management for over 10 years. I've stayed with…read morehim because he takes a personal, data-based approach to managing my retirement portfolio. I appreciate that he takes the time to get to know me and my personal preferences so he knows how best to invest for me. He doesn't chase the latest money fad. Beyond money management, Jason has helped me with other financial advice like loan refinancing and retirement strategies. He responds quickly to my inquiries and makes me feel like I'm one of his top clients.

The owner is so knowledgeable. You get good advice and he knows the tax law so well he can recite…read moreit. A very reasonable price for his services and he is fast!

Just had my taxes done here with David. I had stock proceeds, sold a house and some other complex…read moretransactions. He handled all of them quickly, explaining as he went how everything was calculated. He then gave me a plan to minimize the amount I owed for next year, and corrected a couple of misunderstandings I had about how various taxes worked. He was also affordable compared to some of the places I contacted.

Very helpful with both bookkeeping and accounting/tax questions…read more I'll be using them for a long time moving forward!

Every small business owner I know has nerves about their tax strategy and tax planning. Before…read morePearson my taxes were always in the back of my mind. After Pearson I know how full confidence that I have the best people on the job. They handle my payroll, bookkeeping and tax preparation. I've even had issues with back tax adjustments (stuff I needed fixed from before I started with then) that they have handled expertly and quickly. Early on, i even double checked a lot of their advice with other CPAs to make sure I was getting the best and their guidance has been impeccable. Lorilyn is a tax expert and her team is top notch.

I had a Power Plan Session with MicKallyn earlier this week. I was not sure what to expect, but…read moresomeone I trust recommended her. I have a lot of anxiety around finances, and not only did she address that anxiety, she helped alleviate it. Coming out of our two hour session, I have tools to move forward with my budget and to manage my money better. She is very understanding and easy to talk to. Her methods are simple, but make a lot of sense. I am looking forward to starting her six month coaching class soon! If you are on the fence about a financial coach like I was, I urge you to take the plunge with MicKallyn. I was looking for a way forward with a financial issue I was having. She was able to not only give me guidance on the issue, she made me feel confident in my ability to change my habits.

Hard to believe that it's been over 2 years since our last meeting with MicKallyn, but we're still…read morebenefitting from what we learned and built together, and still using our tracking tools! What I appreciated most was her pace and meeting my wife and I exactly where we were financially. Like a great personal trainer, she got us moving our bodies, then into shape, and now we're power lifters! Thank you!

I recently purchased a new home in Vancouver, Washington using David Sefton as my mortgage broker…read moreand Paul Kerkar as my Realtor. I have purchased five homes over the years and I can't begin to tell you what a complete pleasure it has been doing business with these two men. David Sefton is an extremely talented and professional broker who knows how to navigate the banking system with precision, tenacity and integrity. As a full service mortgage broker, Dave's services and responsibilities included working directly with the banks, appraisers, builders/sellers and inspectors, which saved me the frustrating and daunting task of dealing with them on my own. Whether you are purchasing a new home or looking to refinance, Mr. Sefton will be honest and up front with you from the beginning and he will most certainly find you the best deal out there. I gave him a relatively narrow window of time to obtain and close on our mortgage, and he accomplished all this, through the mail, before our interest rate lock expired. Dave managed to get the job done at the lowest rate available at the time. I shopped around before committing to Mr. Sefton and he did equal to or better than anything I could have done on my own and he did all the work and got the job done faster than I could have. I highly recommend him! Thanks Dave for your patience with me and good luck to you and your family!

By far the best mortgage broker I'm met or worked with. He arranged for my wife and I to have an…read moreultra-low rate with minimal fees, and he was pleasant and amiable to deal with (unlike others - they know who they are). I would not only recommend him to others, I actually have on several occasions. Couldn't be happier with his client service, his approach, his way of business. Thanks for the excellent work!

Tax preparation. Rick and his staff have done a great job for a number of years for me. Timely,…read moreaccurate, courteous and a reasonable charge. He has an office in Molalla as well. That goes under name of Willamette Valley Accounting.

We have been using Clackamas Bookkeeping for one year now. Wade is very experienced and…read moreknowledgeable. The advice he gave me regarding how to structure my business, was the exact advice that I got from a CPA. Wade does our taxes and payroll, but will soon be doing most of our accounting.

As you see there are only 3 reviews, friends and family, methinks! Check out the more realistic…read moreones on their google site. Avoid this outfit and Engly Lim like the plague. I used to go there for my personal and business taxes for decades when Joe Rittaco and Dave were runing it! No more, stil paying IRS thousdans of $$s of penalties ( in 2025!) for the mess they made in 2024! I regret staying with them for one year! Never again!

Organized and very timely, great sense of humor included. Have referred several friends through the…read moreyears.