I highly recommend this company for your accounting and payroll needs! am new to Oregon and have my…read moreown business. I started off with another accountant but switched because I wasn't happy with their poor communication style and confusing business practices. Shatola and Hale (Cyndi Hunt is who helped me) is a very professional and experienced CPA who explained everything clearly, answered all my questions, and had a strong understanding of tax law and accounting principles. She completed my returns quickly and accurately. I am so relieved to have found such an excellent CPA.

This may be the worst place ever to get your taxes done...personal and business…read more Why do you go to a CPA? - Because of thier knowledge base, right? So, why is it when I ask questions that they do not have the answer to, I get billed in excess of $200.00 an hour for them to research? -Becuase they look out for your best interests, right? Not here. On my taxes they were making assumtions that were incorrect, and then bill me to explain what the heck happened. - Because they are fair, right? Yes, you guessed it, not here! I asked a question about including some donations made...and got billed over $500 for them to do research...and this is on a $200 donation, that would have maybe saved me $20 in taxes. So, I end up getting all my tax returns amended and pay to get it done. The new accountant did it in record time and charged nothing in comparison to this CPA firm. I could go on and on....but all you really need to know is you should not go here. P.S. Get this, they charged me to look for my phone number that they lost.

I have used this CPA for two years and will leave this year. They simply have not provided the…read moresavings,or service one would expect from a CPA firm. They rely on assistants who are often gone or too busy on another project to stop and help. Our friends recommended them and when we spoke last, they too felt the service was just not there and were planning to leave.

Kathy and her team have done my taxes for the last 10 years and I could not be more grateful for…read moretheir thorough communication, timeliness, and professionalism. I recommend them to anyone looking for a CPA.

So I'll just start at the beginning of my working "relationship" with Kathy. At first I thought…read moreshe was going to be the answer to my prayers for a good accountant / bookkeeper. We agreed that she was going to do my monthly bookkeeping and then my taxes when they came due. The next few months were a little odd because I never received an invoice from her for the monthly bookkeeping, I had to actually reach out a couple of times and inquire about the bills and where we were at accounting wise. She said that everything was going good and that she would "try" and get me a monthly invoice, which never happened. Before 2021 taxes were finalized, I called for some advice about buying a new truck for my business. I needed to know what my tax obligation looked like before I purchased the truck. She told me a dollar amount and based off that information I purchased the vehicle. When it came time to sign off on the taxes my tax obligation went up almost $6000. I called and asked her why and how they went up so much in such a short period of time. Her response was that they need to re-categorize some things and that they were giving me 100% credit for business meals, she said that I was only allowed to claim 50%. (Which is not true for tax years 2021 and 2022, the Federal Government was allowing 100% deduction for those two years due to Covid.) I bit my tongue and moved on. Still not receiving any monthly invoices other than what I owed for the tax preparation. Reached out multiple times throughout 2022 and was told by one of Kathy's employees that they needed monthly bank statements or access to my bank account on-line. Which I gave them a log-in for my bank. This employee received it and logged on, confirming that it was all they needed. Again, months go by and no contact or invoices. We are now in 2023. I am now an LLC filing as an S-corp (per Kathy's recommendation), so I'm assuming that it's important to stay on top of things. I reached out again to Kathy and inquired about the invoicing and where things were at with the accounting. She responded with "You were supposed to get us access to your bank last year and you never have, so nothing has been done". Never mind that I got them access in the beginning of 2023 and have the email chain with her employee verifying as such. She then said that she was mistaken and would look into it. A week goes by and all of a sudden she emails me asking about my S-corp application, wondering if it was approved. I told her yes and that her employee was aware of it as well at the beginning of 2023. She then proceeds to throw together my taxes for 2022 and tells me to sign them, "they need to be filed by September 15th." She had questions about some debits in the business account but never received the answer to those due to the fact I thought we had until October 15th to file. She just moved everything to "supplies" and threw the tax forms together. I sent her an email listing my concerns about how things have gone up to this point and was looking for some answers. She filed the taxes and quit. Now I have NO idea what has been done or what NEEDS to be done. I'm now in the race to find another accountant that can come in and clean up her mess. By the way, that truck I bought? I had to sell it immediately for a $2500 loss. This "accountant" has potentially cost me thousands of dollars by leaving me high and dry the way she did. My next step, filing a complaint with the Oregon Board of Accountancy. If you're in the market for a new accountant, go somewhere else.

We have been going here for five years now. They've been very helpful always going above and…read morebeyond. I recommend them 100% and the staff are very welcoming. They are there for you even through the stressful times meeting deadlines! Thank you Brie, Brenda, Sharon, Mary & Vern & all!

Vern Benson does affordable estate tax returns if you are ever the executor after someone passes…read more The IRS estate return is a little bit more complicated and thus the big firms charge a fortune I guess because they can? The company is out on Hwy 99 and can be a little hard to see, easy to drive past because the building is at an angle. But I have been happy doing business with them :)

We have been using McKenzie tax service for a couple years now, Angela is very good and a good…read morecommunicator, she is quick and accurate

I was referred here by a good friend and I'm very glad I was. They helped me a lot with figuring…read moreout my situation. I was given very friendly service that made me feel comfortable and welcomed. I would definitely recommend their services.

Great guy. Gonna use him as my account this year. I've been doing my own taxes for years and am…read moreat the point where I am over my head. He helped me and did a consult, super nice guy and he knows his stuff.

We were referred to this guy by a very high recommendation. We usually file our very simple taxes…read moreonline, but being the first year of our marriage and purchasing a home, we wanted a professional to make sure all was done correctly. Ever since filing we have received MULITPLE letters from the irs about discrepancy in our paid amount as laid out by John. We don't know what he could have done to disrupt the way it's been for us for years. When I called him to discuss the first letter, he acted as though he had no fault or involvement. Not to mention when we were in his office for our taxes, it felt like we were an unwelcomed burden. I would find someone who is more willing to help you when issues arise. We had no problems using turbotax. Save yourself the hefty fee.

I have used Mr Mittleider for over 30 years…read more He has always been fair, accurate, and knowledgable. I haven't stumped him yet on a tax question I've asked. I cannot imagine going elsewhere than Mittleider and Wheeler.

My husband has used Lynden Mittleider since 1987 with total confidence and satisfaction and tells…read moreme he has never considered using anyone else. The last 8 years, as I have been involved working with his office on business matters, I have to concur. Not only is Lynden utterly ethical, with sound, reliable business and financial advice, but he is a stellar human being. Just a delight to work with, and a great person to have in your corner.

I learned about Physician Financial Advisors on a physician forum. I had an initial phone…read moreconsultation with Ben today, and he was very informative and thorough. He explained how his firm's process works, asked me questions on what I was looking for and how he can help. He offered alot of good advice, gave encouragement and provided great feedback on how to approach our finances going forward. He is affordable and also thorough with his services and knowledge. I highly recommend him and his firm. Looking forward to keeping in touch.

I have been working with PFFA for about 2 years now. I have worked with several other financial…read moreplanners over the years. These advisors are the most open-minded and accessible that I have worked with. The three primary advisors at PFFA are relatively young (but pretty seasoned and experienced), energetic, well-trained, thorough, and pro-active. They have been working under the guidance of Ben Utley, who started the firm, and is still a presence though not as active. The fee structure is a fixed monthly rate, has nothing to do with the amount of assets, and is very reasonable. This is different than fees that are based on Assets Under Management (AUM), which are most often 1%, so if you have $1 million of investments, your fee is $10,000 annually. They have experts in retirement planning, college funding, and choosing investments. The investment strategies that they recommend tend to be based on index mutual funds rather than individual equities or actively-managed mutual funds (akin to the advice of John Bogle, founder of Vanguard). They use Betterment as their custodian (though they are happy to work with you if you have your assets with another custodian), and the three advisors do a lot of the legwork at Betterment for you. I could not be happier with their work, guidance, and concern for me and my family.