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    Surefire Bookkeeping

    5.0 (2 reviews)
    Open 7:30 am - 4:30 pm

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    7 years ago

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    All About Businesses

    All About Businesses

    (15 reviews)

    Sellwood, Southwest Portland

    Yes, this is long, but business owners deserve a clear warning…read more I've owned a business for over 30 years, and this has been the most disorganized accounting firm I've ever worked with. This firm handled my personal and business taxes for three years. Every single year, I received notices from the IRS and the Department of Revenue stating that my returns were filed incorrectly. Communication was another constant problem. Nearly every scheduled meeting was canceled due to an "emergency." This happened year after year. The first year, after I emailed all required documents, I was invoiced to review and respond to IRS and State of Oregon notices caused by their own mistakes. Even after paying for their review, the issue was not resolved, and I am now making monthly payments for taxes that should have been handled correctly from the start. Document management was equally troubling. After sending complete records by email, I was repeatedly told they could not locate them, as if they had never been received. Most recently, I learned that in 2023 the CPA failed to check the box to file an extension for my returns. As a result, I am now responsible for paying the penalty for their oversight. I gave this firm three years, hoping things would improve. They did not. I have since switched to a new CPA. Other entrepreneurs should think carefully before trusting this firm with their livelihood.

    Allison and Larry are stellar accountants for my S-Corp business. It's so nice to just trust they…read morewill do it right the first time; set it and forget it. I can't recommend them enough!

    Surefire Bookkeeping - bookkeepers - Updated May 2026

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