Stay away from this company. Just got off the phone with the Oregon State Auditor and they got no…read morelove for these guys. I have gotten no response after 3 requests for one letter of appeal that they supposedly sent to OR. I think they got one bad apple and one unresponsive guy trying to save his *ashtray in there that is ruining it for everyone. My two clients are probably going to end up owing somewhere between $30000 and $100000 just to the State of OR. If they send a referral to the IRS it could be 3 times that amount. This bad apple they have there as confirmed by my investigation is apparantly down with cancer. And while she has my best wishes to get well soon, I would not want to get near the Heat she's drawing down on Checked and Balanced customers.

After being audited for the two years we worked with Jen I learned that she does not have a license…read moreto practice tax preparation. Her company is a fraud. The IRS informed us she does not have a CPA license. After being audited I reached out to Jen and checked & balanced for help. They informed me they would take care of the IRS paperwork. After receiving multiple letters from the IRS I contacted checked & balanced 3 more times. In which they informed me they "forgot". They have completely stopped responding to emails and phone calls. After speaking with an auditor from the IRS I learned that Jen has been doing this for years. She makes up numbers, isn't licensed to practice, and ghosts clients as soon as they get audited. BEWARE that Jen and her company is fraudulent. Expect to owe the IRS if she files your taxes!

Owner was rude and unhelpful and would give no stars if it were possible. find somewhere else that…read moreisn't as small and rinky dink as this operation. Want my review to get out so I am just typing at random now so y'all can see how dumb this place is. Your welcome.

I was struggling to look for a good CPA to help me with my taxes this year but it wasn't till I…read morefound Guy. He was familiar with Quick Books and helped me organized my balance sheets along with the complexity of my situation. Guy was very communicative, straight forward, easy to work with and reliable. I would recommend him to anyone.

I needed someone to figure out some very old stock transactions from a company that had no on-line…read moreaccessible information about them. Guy did an outstanding job of dealing with the 10s of sheets of paper they sent me. He then did a complete 2018 income tax filing for us. Outstanding service in all respects. Thanks Guy

Deane Stitt helped us find an error on a tax return we had prepared ourselves on Turbo Tax. We…read moredidn't realize we'd made an error until we got the demand letter from the IRS. Deane was very kind, and filed the amended return on the very first appointment for a small fee. I would recommend him to anybody.

Deane is incredibly professional and friendly. Very forthright with information and motivated to…read morehelp. The office is clean and well organized. The staff is friendly as well. Anybody would be happy to have him as their accountant/tax professional.

I didn't use this business. I interviewed here and one encounter was enough. I scheduled an…read moreappointment for the next day and confirmed it. When I showed up Carolyn had left for the day. For a business that interviews and hires people for a living, they don't have their shit together. They offered me a position on the spot without checking references, which was a red flag. They also asked me if I was willing to do highly unorthodox things like do collections on clients and borderline unethical things like do legal work for clients. Turns out they do work for most clients declaring bankruptcy and expect their accountants to be collection agents. Feel free to look up any of her former employees on linked in and they will verify this. Carolyn claims on her website to be both a CPA and an EA. hrallianceinc.com/about/ Do yourself a favor and do your due diligence. One quick check will let you know whether or not her credentials are valid. If you are considering using HR Alliance, I highly recommend taking the two seconds to look Carolyn Olson up on https://cpaverify.org. I hope this might prompt you to think twice about using HR Alliance, or at least prompt you to ask her a question or two ;)

I am a small business owner and do not have a lot of time to take care of my back office…read moreresponsibilities. HR Alliance Inc takes care of those responsibilities for me. HR Alliance also provides me with strategy that saves me money on taxes and also allows me to take advantage of true pre-tax group benefits that normally small business owners are not able to have access to. If I need additional employees, I can also rely on them to take care of that for me as well. I concentrate on the important revenue generating functions of my business.

Hi, Shelly I'm really glad you responded, because this is a serious issue that needs to be…read moreaddressed properly. I want to start by saying I do not appreciate how this situation has been downplayed. When I came in to have my taxes prepared, the printed documents I was given showed my refund being routed to my old bank account--not the new business account I had clearly requested. I even called to confirm this discrepancy, and I was told everything had been updated correctly and that a new copy simply wasn't printed to "save paper." Despite that reassurance, I later found out through the IRS that the account information was entered incorrectly. Not only was the wrong account used, but the last two digits were also switched. This error caused significant delays and complications with Refund Advantage, and I had to spend additional time trying to resolve something that should have been handled correctly from the start. Because of this delay, I had to postpone a planned move for myself and my daughters, which resulted in me losing my deposit on a new place. This situation directly cost me money. What's even more concerning is how this was handled when I reached out. Instead of taking responsibility, I was blamed. There was no acknowledgment of the mistake, no apology, and no effort to make things right. That level of customer service is unacceptable--especially considering I paid $675 for a professional service that was not executed properly. I requested a partial refund as a fair resolution, given the financial impact and inconvenience caused. I was told, verbatim, to "forget about it," and that I would not be receiving anything back. At this point, I will be moving forward with filing a complaint with the Better Business Bureau and am prepared to provide all documentation, including the printed forms and communication records. I also mentioned pursuing legal action because this situation has not been handled appropriately at any level. I would still prefer to resolve this directly, but the lack of accountability and communication has made that difficult.

I paid $170 for tax advice on a 401k loan. I was not given advice just brushed off and told to wait…read moreto see what happens. I was told to have my taxes done it would be $250 when it came time to pay it was $395. I was told to call and discuss the loan in retirement. The representative never called me back nor answered my emails . I will not go back again as the advice I was given was not accurate. I am left to figure it out for myself. What a joke!

My husband and I had known for some time that we were overspending a bit here and there, and knew…read morethat we should have gotten some order in on our books. After filing our returns last year we asked our CPA about taking care of maintaining our books, but weren't convinced the cost of that would be worth it. So, they referred us to Jasmine, we made the call, and within 2 months we had already saved 20x more money than we spent on her services. We feel like we finally got in some discipline and got control of our finances. She is a pleasure to work with every step of the way, giving us exactly what we need in a very organized and efficient manner. To boot, this year's returns were filed 2 months earlier than last year! Each month we are reaffirmed in our decision to hire her, and we can't thank her enough for everything she does for us. She's amazing!

So I waited till the last minute to do my taxes this year and Jasmine, who was recommended by a…read morefriend, really came through for me. It was the first year I had to do taxes for my business so I was really uneasy about what needed to get done but Jasmine was very knowledgeable and guided me throughout the entire process and just really made the entire process very stress free. I also learned tons to help me stay on top of my finances throughout the year so now I know I'm keeping track of what I need to thanks to her guidance. I definitely recommend Jasmine for all your accounting needs. I highly recommend her!

Friendly, quality service. Fast and professional. The owner is someone you'll enjoy working with.read more

From the owner: Patterson Labs is a leading provider of web design, software development, cloud engineering, and…read moreartificial intelligence solutions based in Vancouver, WA. We specialize in creating tailored software for both cloud and on-premises environments, streamlining operations and driving innovation. Our expertise includes cloud migrations, infrastructure design, and AI-driven technologies that empower businesses to unlock new possibilities. Partner with Patterson Labs to bring your vision to life through cutting-edge technology and smart solutions.