Neal was a referral from a financial advisor. After a divorce and moving back to WA, I met with him…read moreover the phone to which he advised my tax situation was "not very complicated and something we do all the time" to which I asked on average what do you think pricing for these services typically look like, "not more than a few hundred dollars at most but your situation isn't that complex". After verbal agreement and contract Feb 7th, I took some time to gather documents together and told him it would take me time on the phone to gather all my documents together, I asked him how long he would need to complete the return to which he responded "no more than a couple weeks" I provided the requested documents March 23rd 2024. April 1st I reached out, due to no response, April 8th I reached out again due to no response. That same day he responded saying he did not see they got uploaded and to resend though I sent a screenshot showing the documents were uploaded. I assumed given the response, he'd file an extension and asked such he responded same day advising he would at no extra cost. At that point, I followed up April 30th, with no response, and again on May 14th after copying my financial advisor, which he responded same day. After a series of back and Forths, and meeting with Chad, I asked for a copy of the filed extension because he was poor in communicating anything about my files on May 31st. July 10th, he advised there were some missing items, I provided the remaining items on July 22nd. I followed up after no response on September 6th, 16th, 23rd and on Sep 24th I received a response about missing copies of forms. I provided a response on Sep 26th. I then received an Invoice in November in the amount of $1,085, no copy of my filed return, no explanation of the return, where and what deductions were made, any details at all, nothing. After I asked for an itemized receipt of time I received a response of "The fee is reasonable given the complexity of your return. We won't be discounting it or providing any additional information." Even in my last response on Nov 22nd to him, there was never a response, just continued requests for payment. This is extremely unprofessional. As a first time I've ever used a CPA to file taxes only because I was going through a divorce and needed extra guidance I was taken advantage of, lied to, manipulated, and flat out disrespected by someone claiming to be a tax professional. Considering the return was already filed, there was never an indication the fees were lucrative...and I was put in an impossible situation and there was 0 regard for person and poor conduct I filed formal complaints with the State and AICPA. Fees for services rendered have not been paid. And we'll continue to be in this stand off for quite some time, I'm sure. If I can't get answers, money won't be paid.

This firm was referred to me by someone I admire. And if you know your stuff, they may be for you…read more But as a start-up with little understanding of how accounting really works (in effect, you are working on your taxes year round), I found the firm to be uninformative and worse, unresponsive. That's too bad, because they do know their stuff - they just had a hard time helping me get ahead of the curve (a service I would've gladly paid for by the way). As a result, my taxes were never bulletproof, and I ended up overpaying for things like city and state taxes. Plus I fell into a Quickbooks quagmire.... which could have been prevented with a little guidance. Look, at the end of the day, I am solely responsible for my own numbers. No excuse there. But I was looking for a partner, someone who could help me on my business journey (again, a service I would have gladly paid for), and this firm was not the answer. The search continues....

Matt is no longer with Edward Jones, as the Voted Number 1 Financial Advisor in Kitsap County, Matt…read morenow owns and operates thinkfloresfinancial.com He is smart, thorough, patient, kind and he comes to you! This is important because I work too much. If you are a professional and you want excellence & convenience you cannot go wrong. Not only do I trust him with my money, our families have become friends. Now when it comes time for my son to take the wheel, they have already met and the change will not be awkward. I recommend Matt for all your financial investment needs. He has ideas I never even thought of or didn't know existed. Thank God for Matt.

From the owner: Making Sense of Investing…read more Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Kevin is a knowledgeable and experienced professional. He is easy to talk to and work with. The…read morefinancial work that he completed for me with the help of his team was thorough and extremely useful to me for retirement and legacy planning.

If I could give Kevin 10 stars, I would. Kevin was instrumental in helping me select the best…read moreoptions for my first 401K plan. I came to him confused, but left feeling absolutely confident in my final decision. He was extremely patient and make sure that all of my questions were answered. I truly appreciate his dedication, expertise, and commitment. I would 100% use him for all of my financial planning needs. HIGHLY recommend!

Whitlock and Forster have been providing bookkeeping and payroll services to our small business for…read moreover a decade. They are timely, accurate, friendly and instill a level of trust that things are in order. Thank you for making my life a little easier!

I have used Cecil and Bryan Whitlock for over 18 years for my accounting needs. They have been…read morewith me through some very lean times and continue to be a part of my team in more prosperous times. Cecil and Bryan have always been available to answer my questions, solve my problems and steer me in the right direction. I have complete confidence in their abilities to prepare my returns and reports. I highly recommend them to my friends and business associates.

No longer with Edward Jones. Jennifer is with WileyInvest. She is always available to help or…read moreanswer any questions.

John L and Teresa are very knowledgeable and friendly. When my wife and I stop in, they make us…read morefeel like family. We are very impressed strongly recommend doing business with them.

Wonderful to work with. I am thankful for how honest and knowledgeable everyone is there.read more

From the owner: Coordinating Assets Asset Management and Coordination…read moreFinancial Management Investments Financial Planning Fee-based Planning Life Insurance Estate Planning Financial Advisor