1. PNW Financial Concierge

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PNW Financial Concierge

1.0 (1 review)
Closed • 8:00 am - 12:00 pm

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Services - PNW Financial Concierge

Accountants

Business consulting

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3 years ago

save yourself time and money and find a CPA that know what they are doing. Word to the wise you will pay for their errors.

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Nationwide Virtual Accounting & Tax

Nationwide Virtual Accounting & Tax

(24 reviews)

My tax prep contact officially retired and closed shop after 30 plus years of service. I had to…read moreleave town unexpectedly for several weeks. The tax prep person where I am currently located gave a projection of owing a ton of money to uncle sam. I decided to search on Yelp for someone more credible and found these awesome people/company to work with. Highlights are: 1. Very responsive, lightning fast reply's 2. Reachable via email, phone 3. Quick to review documents 4. Quick to set up a final appointment 5. All done virtually through a secure system that is user friendly 6. I did not pay as much as originally stated by the first person I reached out to 7. Outstanding zoom call that was quick and painless 5 out of 5 stars!

So this is the first year I owned a business (LLC) and was looking to get help and hopefully find…read morean accountant for the future. Now I'll be the first to say, I'm pretty lost with profit/losses and book keeping, as I said it's my first time. For the past 8 years I've just used TurboTax for personal, but as I said, first time with a business. Initially you talk with someone over a chat, they ask you questions and you answer them and send them forms. They said they could do my profit/losses for me for about $75 extra, I was fine with it, figured it was worth learning how to do it. Took about a month but finally had my appointment to talk over video (30min). They were 6min late and obviously very tired. I truly felt bad for Yuliya as she seemed so exhausted. We spent the first 18min looking at the Dept. of Washington tax site and she was showing me how to fix my prior quarterly tax filings because she felt I had labeled my business incorrectly. After I showed her what I was doing, she changed her mind and said "I think you're actually fine and doing it right". So that left us 6 minutes to rush through my tax return before her next appointment. In the end I spent $350 to save $3 (the difference in number between what I got in TurboTax vs. having it done by Nationwide). For me, if I would have learned something about better tax reporting for the LLC, it would have been worth it. But it just felt very rushed, very impersonal and honestly I'd rather just go back to doing it myself.

Solution 8020 - Taxes - At Solution 8020, we've built trust with 1500+ completed services, 950+ happy customers, and over 25 years of experience.

Solution 8020 - Taxes

(5 reviews)

I asked Solution 8020 to help me apply for the PPP loan application. Inna with Solution 8020 was a…read moregreat help to me and my company. She was very knowledgeable. She helped guide me to one of the PPP lenders that was available. Solution 8020 provided my company with professional and continued assistance, by following up with the lender and keeping me informed on the process.  It was very exciting when my company was able to secure PPP funding.  When the time came for me to apply for the PPP Forgiveness application, I turned to Solution 8020 again. They helped me process my PPP Forgiveness loan application. They were knowledgeable and accessible. If I had questions they researched the answers to help me. I was able to get my PPP Loan Forgiveness approved! I am so happy that I hired Solution 8020 to help my business. I look forward to working with Solution 8020 for my tax needs and other business assistance services they offer. I highly recommend Solution 8020 for their business services. They genuinely care about the health and success of their clients' businesses. The staff are friendly and engaging, I enjoyed my interactions with them.

Inna was very professional, knowledgeable, and highly educated on all things taxes and correct tax…read morestrategy planning. She answered all our questions and was very courteous during our phone conversation. We appreciate her wisdom and her willingness to help people understand current tax laws and regulations. She comes highly recommended by us. A pleasure to do business with such a professional business lady.

PNW Financial Concierge - accountants - Updated October 2026

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