I don't have a single bad thing to say. I've been working with Jim for a long time…read more I've been an investor for 40 years, But Jim's a better stock picker than I am

When I first came to Fulcrum Wealth I learned that's being retired put me in a different category…read more I tell you I was nervous but talking to Jim and his team put me at ease and put a plan that's worked for me.

Best insurance agent, hands down! He's been helping our clients with renters insurance for the last…read morefew years!

We have been customers of State Farm Insurance when we lived in the Midwest. When it was time to…read moreget coverage here, I naturally reached out to our agents back there for some help. They gave me several names and assured me that anyone will give me outstanding service. The first I called was EJ Silvers' office. I was immediately at ease with the way Alex responded to my questions. I believe Alex took the time to do diligent work. We got our rental condo insured sufficiently. Thank you Alex! Keep up the good work.

I was weeks into trying to figure out what to do after a terrible financial mistake. I'd contacted…read morea few places, but they all wanted fees upfront--even before hearing my full story. Then I came across a quiet mention of cwpsc (you know the rest com) in a forum. I reached out, cautiously. They listened first, didn't charge anything upfront, and stayed in touch throughout. Things eventually turned around, and I could finally sleep again.

Elite investment was recommended to me by several family and friends. I meet Fariba, the owner and…read morewere immediately impressed by her wealth of knowledge and down to earth and helpful attitude. She designed a strategy that fit my comfort level and would personally get involved if I had questions and concerns. I have recommended Elite to many friends and have gotten the same feed back.

Very nice people but I would never use them again…read more I had them prepare my taxes for the last four years. First year was great. Then they incrementally increase their fees year over year while doing the exact same work. As a customer I felt taken advantage of. First year they charge me approximately $400 to prepare my taxes. This year they charged nearly $1000 to prepare the exact same taxes. Now that would've been fine if they had notified me prior to doing the work that they would be charging me 100% more to do my taxes this year. That way I would've i could have made an informed decision to either say yes or no to the work. Instead they perform the work and then blindside me with with an enormous bill. It would've been one thing if they had used some special accounting magic and lowered my tax obligation but that was not the case. For their thousand dollar bill I could've gotten the exact same results filing standard deductions using $30 TurboTax. So basically as they observed my income increasing over the years they decided to charge me more to prepare my taxes even though the work was exactly the same. To me that just shows a lack of ethics. So even though they're very nice I would never use them again nor will I recommend them to anyone that I know.

Steve is a great accountant!! He's open, honest and trustworthy. He's very knowledgeable and…read moreprovides great information. He's always there to answer my questions, even if it's just a short answer. Most importantly: HE HAS SAVED US A LOT OF MONEY! We've resisted using an accountant for a long time--until our taxes got too complicated. I thought we were doing pretty good using Turbo Tax but Steve knows so much more and can find deductions that we didn't realize existed. Paying for an accountant to do your taxes is often thought of as an unneeded expense but I think Steve is worth the money. Especially if he saves us time and money as well as peace of mind knowing our taxes are in good hands. His fees are very fair. He does what he says he will do and we don't get surprises for hidden or added costs. I highly recommend him!

Shawn has been doing my personal (and then business) taxes for me (and my ex-husband) now for…read morealmost 20 years! I don't even remember how I found him but I'm so glad I did! Had moved here from out of state, had some complicated (what I thought was) tax related items. He is incredibly knowledgeable, efficient, and most importantly he gets to know his clients. He's worked with us through divorce process tax filing and still does both mine and my ex's taxes to this day! He always asks about the kids, the sports and school experiences. He doesn't forget a single detail. He's thorough and easy to work with. Always makes himself available. Beyond that he is also a kind, caring human and customer service is too notch.

I found Shawn after getting the run around from another accountant who charged a lot and gave me no…read moresupport. From the very first time I spoke with Shawn, I knew I was in good hands. He helped me get my business in order- walking me through paperwork and giving advice. He spent time answering all my questions in a kind manner. I can't recommend Shawn enough.

I am so grateful for Steve; for his patience and knowledge…read more Terrified at the thought of doing my taxes, I put it off. Way off. But Steve swooped in like a super hero, put my fears to rest and helped me out. He wasted no time and he is worth every penny.

I was looking forward to trying out Steve based on the glowing reviews he's gotten, but I left a…read moremessage over a week ago regarding an urgent tax situation I need help with and he never returned my phone call. So I called another CPA listed on this site (Mark Iffrig) and he not only answered the phone himself on the second ring, he asked me questions to help determine if he is a good match for my tax needs. Finding that he was indeed a good match, we scheduled an appt for early next week. If all goes well, Mark will probably be my tax guy for years to come. So Steve missed out on years of business with a potentially devoted client!

Our family moved to Bellevue last year and we need to find a new CPA near by…read more We are so happy to find Mr Kwon to help us to handle our taxes. He is very knowledgeable about complex tax issues involving international income and tax credit, as well as US rental properties and investment limited partnership K-1 income. Overall Mr Kwon was able to e-File our returns on time and well within our budget (much lower than our previous CPA we used for four years). On top of everything, Mr Kwon is also very responsive to any questions or appointment to meet him in person. We are fully recommending him and his firm.

Richard is not very good with foreign tax credit. He simply put your numbers on turbo tax and don't…read moredo much. Also, he don't know how to offset foreign tax credit. Because of him, I would have lost 15k foreign tax credit. I went with different accountant as he is not very thorough and not very knowledgeable on the tax laws.

This guy is the real deal. First rate service and excellent results. On time and truly excellent,read more

I had the same accountant for 26 years before moving to WA, making the transition to a new area…read moremore difficult. Aaron Hastings assisted me with the transition to WA. I have worked with him for the last two years, and find him to be competent, efficient and extremely knowledgeable. Transitioning from full time employment to retirement necessitated more than a few changes to my return. Aaron was able to assist me in a thorough & professional manner. I will continue to work with him. Thank you.