1. ROI Financial Advisors, LLC

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Beaverton, OR

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ROI Financial Advisors, LLC

5.0 (1 review)
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Services - ROI Financial Advisors, LLC

Investment management

Tax planning

Audit and conflict resolution support

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5 years ago

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Pacific Northwest Tax Service - Melissa Sporharski, IRS Enrolled Agent, Oregon Licensed Tax Consultant

Pacific Northwest Tax Service

(25 reviews)

Overcharged and underdelivered. 2025 was our first (and…read morelast) year filing with PNW. We provided a well-organized packet of documents, which was commented on when we dropped them off. Then 3 days later was instructed to complete a very detailed filing questionnaire and instructions that our return would not be filed on time without if. We would have been fine with that if this was explained ahead of time instead of so close to 4/15. The filing review meeting was rushed and average. No tax strategies were explored for that year nor any tangible actions for the next year. Then we were given the bill which was over $2,000. Our 2024 filing was nearly a 3rd of that amount and experiences with our long-term preparer from 2006 - 2023 (who retired) was less a 1/4 for 2023. Both were professional tax advisors, and we had no major changes to our finances. We asked why it was so high and were given no plausible answer other than that is what they charge. I don't believe the Porsche's in their parking lot belong to clients. Lastly, very odd, the door to their office looked like we were entering an amateur workshop. We had concerns their premises were secure.

Paid a retainer fee 9 months ago to handle amended return. I have had to call and email every week…read moreto find out whats going on. Sometimes will go MONTHS before ever hearing back from anyone there. I would not trust this place to handle any of my affairs going forward

ROI Financial Advisors, LLC - financialadvising - Updated October 2026

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