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Pacific Northwest Tax Service
Pacific Northwest Tax Service: Asesoría fiscal minuciosa y centrada en el cliente para declaraciones complejas.
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Pacific Northwest Tax Service: Asesoría fiscal minuciosa y centrada en el cliente para declaraciones complejas.
Pacific Northwest Tax Service, ubicado en 2100 NE Broadway Ste. 105, Portland, OR, ofrece servicios de contabilidad, finanzas y consultoría fiscal. Los clientes elogian el acceso virtual, el personal receptivo y una revisión minuciosa realizada por varios miembros del equipo para declaraciones complejas. El equipo maneja propiedades de alquiler, trabajo por cuenta propia e inversiones, y asiste a las pequeñas empresas con auditorías y enmiendas.
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Presentación integral de declaraciones de impuestos para personas y empresas, incluidas situaciones complejas como traslados entre estados e inversiones.
Asesoría estratégica para optimizar deducciones, gestionar obligaciones y planificar para los próximos años fiscales con orientación personalizada.
Asistencia con auditorías del IRS o estatales, exenciones de multas y la presentación de declaraciones enmendadas para resolver problemas de manera eficiente.
Servicios personalizados para pequeñas empresas, que incluyen contabilidad, asesoramiento sobre ingresos y cumplimiento fiscal para apoyar el crecimiento.
Gestión experta de las obligaciones fiscales en distintos estados, asegurando precisión y cumplimiento para traslados o trabajo remoto.
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.
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
I gave them a second chance and they have won my business. I am a partner at Roofing Company and they have been great with walking us through our first full profitable year. Responsive & efficient. I have been working with Jasper only and am very happy to have him advising on tax & revenue questions. I strongly recommend giving them a chance if you own a small business and are looking to speak with a professional about getting started and progressing.
Durante los últimos dos años, Nancy ha hecho mis impuestos y no podría estar más contento. Tengo una situación fiscal algo complicada, que incluye alquiler, Airbnb y ser autónomo, pero ella me ayudó a entender qué necesito llevar un registro y cómo calcular todas las diferentes partidas que componen mis gastos. La oficina está en una excelente ubicación, y las personas allí siempre son amables. Solía ir a H&R Block, pero sentía que siempre me apuraban y no estaban dispuestos a explicarme todo lo que tenía que sumar y los gastos. Me sentía perdido. Aquí me siento más confiado y sé que si tengo una pregunta, se me explicará de una manera útil y paciente. Me alegra haber encontrado este lugar.
Hice una cita con Pacific NW Tax on Broadway para mi mamá, quien tenía una declaración muy complicada. Ella también estaba atrasada este año al presentar y estaba abrumada por algunas nuevas complicaciones fiscales: una nueva propiedad de alquiler y acciones heredadas. La acompañé allí con April, quien fue muy paciente y nunca la apresuró, pero repasó todo con gran detalle. Ella presentó una extensión de inmediato para que mi mamá pudiera relajarse. Tuvimos una cita de revisión con Baruch, quien fue maravilloso explicando la declaración. También nos alertó sobre algunos detalles que necesitamos manejar de inmediato. Él y April encontraron deducciones y también preguntaron sobre posibles deducciones para las que podríamos encontrar la documentación. Baruch repasó muy pacientemente las hojas de cálculo que había creado para todos los diferentes aspectos de varias deducciones. Es difícil de entender y hizo un buen trabajo al mostrarnos todo. Sé que Pac NW Tax tiene una política de hacer que varias personas revisen cada declaración por si a alguien se le pasa algo; y encontraron algo que habíamos pasado por alto y lo presentaron para nosotros en otro estado, gracias a Dios. Realmente apreciamos el tiempo y el esfuerzo que April y Baruch dedicaron a la preparación de impuestos de mi mamá (así como el resto del personal). El precio valía la pena para una declaración tan complicada, muy razonable en comparación con otros profesionales de impuestos que mi mamá ha utilizado. Pacific NW Tax tendrá nuestro negocio en el futuro.
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