Pacific Northwest Tax Service

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Sean Conatyüber Google

vor fast 2 Jahren

I had Pacific Northwest Tax Service do my 2020 taxes. If you remember, that was pandemic times. The service at the time was great! We were able to to meet online and do everything mostly virtual. Fast forward to 2024. I got a letter in the mail that I was getting audited by the State of Oregon (for the 2020 tax year). It had to do with a mistake where more taxes were paid to California and less to Oregon. (I'd moved states that year). The person who prepared my taxes in 2020 no longer worked at the company but PNW Tax Service did everything to correct the issue. They promptly amended my California return and requested a penalty waiver from the State of Oregon. While it was a headache, everything ended "net 0" on the money side and I was really satisfied with how the company handled the situation. It's when things don't go according to plan when people really show themselves.

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Brian Howellüber Google

vor fast 2 Jahren

Will never take any business here. Terrible communicators and unable to perform even the most basic of customer service interactions without being extremely petty/condescending. Here’s the TLDR of my interaction with them and the full run down below that. TLDR - Made an appt on their portal 10 days in advance, paid $300 retainer. Realized I made a mistake, called the next day to politely request a refund (9 days out from appt). Got the run around for a MONTH and they retained $75 because apparently occupying a slot on their not-busy calendar for less than 24hrs and failing to provide even basic answers means they deserve money. Here’s the full summary in the form of my last email to them and their office manager’s response: Hi XXXXXX, Thank you for finally giving me a definitive answer. I must say I’m pretty disappointed in the outcome here, but thankful that we are moving towards a resolution. Here’s my experience with your company: I made an appointment 10 days in advance (3/25). I realized I made a mistake and needed to cancel this appointment, so I called the following morning (3/26). I requested a cancellation and a refund of my $300 retainer. At the time of booking, your online calendar had many open slots for the same day and the rest of the week. Note this was still 9 days advance of my scheduled appt. The person on the phone told me they needed to escalate this request to management as these retainers are “non-refundable” and they would call me back when they had an answer. I agreed and several hours later that day I wrote them an email summarizing my request and clarifying my contact information as I had not heard back from them yet. I never received a response to this email. Having still not heard any response(written or phone) by 2pm the next day (3/27), I called again. This time I’m put on hold for 5 mins and then told that it will be at least a week before I am refunded and it will be less “50 or 75 dollars” in fee. I asked at this time for a follow up with an email summarizing their intended resolution - again, nothing sent. By the end of the first week I realized your team had failed to even cancel the appointment as I had requested to be done when I called. So at that time I canceled using the portal. At 2 weeks (4/9) I called for an update and the person who answered asked if I had spoken with XXXX previously. I said yes and I was told she would call me back with an update (and confirmed my call back number). I called again 2 days later (4/11) after still receiving no call back and they told me they would know more “next week”. I called back the next week (4/17) and finally got through to you, who let me know that apparently “after tax day” was the intended action time all along and that the $75 for was “payment processing fees and also staff time it took to create your file, and correspondence”. Pretty hilarious given that I had to call 5 times over 4 weeks just to get a straight answer. What is my time worth for simply trying to understand what your intention is? This was just a really unpleasant experience around such a simple business function. Sure if I’d canceled the day before my appt or even inside of a week, charge me a fee for opportunity cost...but $75 for this? For occupying less than 24hrs on your calendar? File creation - when I never even discussed or shared information with you? So a template was generated with my name on it? I’m sure I’ve been an annoyance in my quest to get a straight answer, but that is a two way street. I am very much looking forward to concluding our business. I will look for the refund as specified next week. Brian Howell THEIR RESPONSE: Hi Brian: Yes, our time is valuable, especially during our busiest time of the season. You booked an appointment and agreed to the terms, which included the retainer being non-refundable. We understand things happen, and as a courtesy are issuing a partial refund. Take care, XXXX, Office Manager, West side

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Joseph Ricoüber Google

vor etwa 7 Jahren

Ich habe ihnen eine zweite Chance gegeben und sie haben mir den Auftrag gewonnen. Ich bin Partner bei Roofing Company und sie waren großartig darin, uns durch unser erstes vollständiges profitables Jahr zu begleiten. Reaktionsschnell und effizient. Ich arbeite ausschließlich mit Jasper und bin sehr froh, dass er mich bei Fragen zu Steuern und Umsatz berät. Ich empfehle dringend, ihnen eine Chance zu geben, wenn Sie ein kleines Unternehmen besitzen und mit einem Profi darüber sprechen möchten, wie man anfängt und vorankommt.

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Jessie Matanky - Hand Hugsüber Google

vor etwa 9 Jahren

I have had my taxes done by Nancy for the last two years and I couldn't be happier. I have a somewhat complicated tax situation, involving rent, airbnb, and being self-employed, but she helped me to understand what I need to keep track of, and how to calculate all the different things that split up my expenses. The office is in a great spot, and people there are always friendly. I used to go to H&R Block, but felt like they were always rushing me, and not willing to explain what all I needed to add up / expense. I felt in the dark. Here I feel more confident and know that if I have a question, it will be explained to me in a helpful, patient manner. I am happy to have found this place.

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Barbara Harmonüber Google

vor fast 13 Jahren

Ich habe einen Termin bei Pacific NW Tax auf Broadway für meine Mutter gemacht, die eine sehr komplizierte Steuererklärung hatte. Sie kam dieses Jahr auch mit dem Einreichen in Verzug und war von einigen neuen Steuerangelegenheiten überwältigt – eine neue Mietimmobilie und geerbte Aktien. Ich traf sie dort zusammen mit April, die sehr geduldig war und sie nie drängte, sondern alles im Detail durchging. Sie reichte sofort eine Fristverlängerung ein, damit meine Mutter sich entspannen konnte. Wir hatten einen Überprüfungstermin mit Baruch, der großartig darin war, die Steuererklärung zu erläutern. Er wies uns auch auf einige Details hin, die wir sofort erledigen müssen. Er und April fanden Abzüge und fragten auch nach möglichen Abzügen, zu denen wir noch Unterlagen finden könnten. Baruch hat sehr geduldig die von ihm erstellten Tabellen durchgearbeitet, die alle verschiedenen Aspekte der Abzüge abdeckten. Es war schwer zu verstehen, und er hat es gut geschafft, uns alles zu zeigen. Ich weiß Pac NW Tax hat eine Richtlinie, bei der mehrere Personen jede Steuererklärung prüfen, falls jemand etwas übersehen hat, und sie haben etwas gefunden, das wir übersehen hatten, und es für uns für einen anderen Staat eingereicht – Gott sei Dank. Wir schätzen wirklich die Zeit und Mühe, die April und Baruch in die Steuervorbereitung meiner Mutter gesteckt haben (sowie das übrige Personal). Der Preis war es wirklich wert für eine so komplizierte Steuererklärung – sehr vernünftig im Vergleich zu anderen Steuerberatern, die meine Mutter benutzt hat. Pacific NW Tax wird in Zukunft unser Geschäft bekommen.