I gave two stars because the staff that I communicated with was friendly and quick to respond,…read morehowever, Gerdes Financial told me they could not help with my tax issue and advised me to just go ahead and pay the proposed tax liability. I was almost going to do that... until I got in touch with Diana Day Murphy's office and she assured me she could help. I was skeptical because Gerdes had such great reviews and said nothing could be done. Sure enough my tax liability was eliminated and I actually received a refund thanks to Diana. I would recommend checking with multiple tax professionals because in this case it saved me a good amount of money to go with someone else.

Have been using Todd Gerdes for years and really happy with the service. Moved the rest of my…read morefamily and other businesses over to him. Have also sent several friends there as well. He is smart, accurate and I feel very good about what we are reporting. He also has a great sense of humor and is able to put up with us....as taxes are not my favorite thing.

I used the contact page on their website to inquire about filing an amended return and never got…read moreany kind of reply back.

I have used Steve as my CPA for several years. I trust him to always do a great job and would…read morerecommend him and his staff.

The Hogue Accountancy team is always so kind and they provide quality, timely work with prices that…read moreare hard to find around town! Carrie is always so great on the phone and Travis is so great at explaining everything going on with my taxes!

We had a great experience with Sagepath. She offered great advice as we navigate a startup. We…read morelook forward to working with Sagepath going forward. Steve Pegram Senior Consultant Public Advisors Group

Rachael and Sagepath Bookkeeping has been a lifesaver for my business, Great American Furniture…read moreWarehouse. Rachael has done a great job handling all of my bookkeeping needs including payroll, accounts payable and accounts receivable. Every month she provides me with a financial analysis summary pointing out things that need attention and other great information. The information she provides me would normally take me a lot of time to evaluate on my own looking over Quickbooks reports and is a huge value. Her reporting gives me really good insights into the financial health of my business. Anytime I have questions while looking over reports she is quick to reply with clear detailed answers. If you want more time to focus on running your business I highly recommend hiring Sagepath Bookkeeping for your bookkeeping needs!

I highly recommend Katie for all your tax and accounting needs. She responds promptly and is…read moreknowledgeable in her field. Karen J

Good service. Through and timely. I have been happy. I had a very complicated return in 2021 and…read moreshe methodically went through all the information and I was very happy to have it behind me.

We worked with Paul on our estate plan and living will. Based on our conversation with Paul, he…read moreput together the paperwork to ensure our representatives and kids know our final wishes. Paul was very professional and had all of our paperwork ready to go. We walked away knowing we finally completed something we had put off for too long. All the documents were also emailed to us electronically the same day for our files. We really appreciated his expertise in this area and feel 100% prepared now. We highly recommend him. Ron and Jen Mirabile

We met with Paul to have our current estate plan modified. He was great to work with and gave us…read moresome suggestions that we had not thought of. It was an overall good experience to work with him. I felt the services rendered were reasonable and complete. Highly recommend his service.

Matthew updated our California trust to meet Oregon requirements. We were very impressed with his…read moreknowledge of the law, he answered all our questions, he gave us a detailed to-do list of things we needed to take care of, and his pricing was fair for all the work he did. Highly recommend MGM Law.

We had MGM put together a trust for ua and couldnt be more pleased. Matthew is easy to work with…read moreand very helpful with all the legalese. He was patient with all of our questions and really took the time to get ti know us. We would highly recommend MGM!

I think Joshua is more interested in getting long- term, small business accounts on monthly…read moreretainers. He is totally uninterested in doing individual returns. Despite having our money, and information, all submitted in February, he waited until the last minute to do our returns and then when he had questions, suggested we file an extension. He did not seem at all concerned about helping us.

As a small business owner of several start ups, it was imperative we find someone who could help us…read morenavigate through all the factors for a successful launch. We are lucky to have someone with Joshua's skill set in Bend. Professional, knowledgeable, with great customer service. Highly recommend!