Bartolme & Associates is a well-regarded tax service provider specializing in both individuals and small to mid-sized businesses. Led by David Bartolme, a Certified Public Accountant (CPA), the team is known for its personal touch and professionalism.

The former clients we’ve spoken to lauded the approachable nature of the staff. They take the time to listen closely to what their clients need and customize solutions to meet them.

The firm’s attention to detail and commitment to maximizing tax savings while ensuring compliance also deserves a shout-out. 

Many of the clients we talked to also appreciated the clear and straightforward engagement process. They said it eliminates the confusion and sets the tone for a smooth experience.

Pricing is another strong point. The firm offers a transparent fee structure, which clients value for its predictability and lack of hidden charges.

That said, fees can increase with more complex tax situations, which may impact small business owners with intricate needs.

It’s also worth considering whether your specific tax needs fall within their expertise. For niche or highly specialized tax matters, you may need to look elsewhere

I’ve learned a great deal from Dave that has made managing my business finances much easier.

“I recommend Bartolme & Associates with no reservations. Dave is not only a thorough, meticulous, and diligent CPA, he is kind, thoughtful, and a skilled educator. As a small business owner, I’ve learned a great deal from Dave that has made managing my business finances much easier. Dave and his team as always extremely helpful and responsive when I need them, and are incredibly affordable for the level of service I receive.”

Tracy Nguyen-Chung, Google Reviews

Laid back and easy going but remained professional

“David took the time to get to know me and my situation then used that to help me get the best tax return I could. He made me feel like i was sitting talking to a friend and our meetings were laid back and easy going but remained professional. I would highly recomend anyone use his service from a small buiness to a family.”

Mark Angel, Google Reviews

Anvil Tax sets itself apart with its focus on tax mitigation, asset protection, and legacy planning. Led by a former IRS auditor, their expertise goes beyond basic tax prep.

We especially liked their thorough consultations, which consistently uncover tax strategies that many competitors seem to overlook.

Clients also praised the firm’s personalized service, with recommendations tailored to individual financial situations. This attention to detail and customization has helped Anvil earn a stellar reputation.

Their transparency around fees also stood out. Comprehensive packages make it clear what clients are paying for, from tax mitigation to long-term planning. 

While some may find the costs a bit higher than basic tax preparation services, the added value feels justified for those looking for more than just the basics.

What also stands out is their responsiveness and accessible client support. Anvil’s open communication and flexibility with scheduling show they’re focused on providing a reliable and supportive experience for their clients.

Excellent advice on how do your taxes correctly and reduce your risk of getting audited

“David from Anvil Tax was great to work with. He was a former IRS auditor and is able to get excellent advice on how do your taxes correctly and reduce your risk of getting audited. He has the heart of a teacher and is able to explain the concepts and reasoning behind the deductions. Make sure to check out his book. It is a great reference for tax season.”

Ali Hdiashar, Google Reviews

Great working to work with on developing a tax strategy

“David has been great working to work with on developing a tax strategy for a self-employed person with several income streams. He has an emphasis on education (if you are interested) and believes that a little time spent preparing for and understanding the tax code, saves a lot of headache and money down the road.”

Daniel Gold, Google Reviews

Pacific Northwest Tax Service’s expertise in estate and trust taxes, S Corporations, and nonprofits really impressed us. Their team’s deep understanding of these specialized areas makes them a reliable choice for those needing advanced tax prep.

What impressed us the most was their ability to simplify complex tax topics. Estate and trust filings can feel overwhelming, but Pacific Northwest excels at breaking things down into clear, manageable explanations.

They also value how the team educates clients about their tax obligations and available deductions, making the process more manageable.

Another big plus is their transparent pricing structure. Fees are based on the complexity of your tax return, so you know what to expect upfront.

Clients appreciate this clarity, though it’s worth noting that longer wait times during the busy tax season (January to April) can occasionally test your patience.

Timely with responses during the busy season

“I have been using PNW Tax Service, specifically Nancy Aleshire for over 5 years now. She’s honest, accurate, able to handle multiple facets of taxes including S Corp & Charitable organization set up, and timely with responses during the busy season. She is the person I trust to get the job done every year. Ask for her, she’ll do a great job.”

Josh Dearing, Google Reviews

Made quick and easy work of my forms

“Was worried about my payroll taxes, being a sole proprietor, but Jasper made quick and easy work of my forms even with my mistakes in accounting. I would recommend this service to any small business owners who need professional tax services, hands down”

David Hansen, Google Reviews

Block Advisors focuses on specialized tax services for partnerships and self-employed individuals, offering modern conveniences like a user-friendly mobile app. 

Their ability to stay current with changing tax regulations and uncover savings opportunities makes them a standout option for small business owners. 

Clients we talked to consistently highlight Block Advisors’ thorough approach to simplifying tax compliance. They make the process easier for clients who might otherwise feel overwhelmed.

Their app, in particular, is a hit with tech-savvy clients. It allows them to track returns and get advice on the go.

Block Advisors also offers reasonable prices that could save clients up to 30% compared to traditional accountants. However, some additional fees for certain services may pop up, so it’s essential to clarify the full cost upfront.

Their customer support is another standout, with quick responses and helpful resources through the app and website. 

I never have to doubt the work

“Stephanie always does a good job and I never have to doubt the work. She makes taxes easy and painless. Thank you! The price is high for just filing taxes, but that is not the fault of the tax advisor.”

Nathen Upperman, Google Reviews

Full of humor & compassion and a wide ranging breadth of knowledge

“From the moment I walked in, everyone was warm, inviting, friendly and ready to assist. They made me feel comfortable and extremely at ease, especially since doing taxes is high anxiety for me. I forgot my mask, and the woman at the reception desk was kind and understanding and had an extra mask sealed and ready to go. My tax advisor, Stephanie was INCREDIBLE! Full of humor & compassion and a wide ranging breadth of knowledge, which left me leaving the office feeling confident & in-control of my taxes.”

Brandon Hightower, Google Reviews

Perpetual CPA is a tax firm known for helping clients tackle corporate tax challenges and IRS resolution issues. Their focus on strategic problem-solving makes them a go-to for businesses aiming to stay compliant while improving efficiency.

What impressed us the most was their expertise in handling complex IRS matters. Clients often highlight the firm’s proactive approach, which focuses on long-term solutions over quick fixes. 

This strategy is particularly appreciated by those dealing with tax disputes or hearings, as it helps make a stressful process more manageable and less overwhelming.

The firm’s fees are reasonable. Costs are tied to the complexity of the work, though some clients have mentioned wanting more fixed pricing options for certain services.

One standout feature is Perpetual CPA’s accessibility. Clients value the firm’s open communication and quick response times, ensuring that questions are answered and concerns addressed without delay.

Especially helpful and amazingly fast in completing the necessary forms and answering my questions

“Marina and Paul prepared my taxes for 2022 and 2023. They were wonderful to work with: Professional, Friendly, and Masterful. Marina was especially helpful and amazingly fast in completing the necessary forms and answering my questions. They also provided help in answering the IRS questions. I highly recommend their services.”

P Lacey, Google Reviews

Very resourceful and honest when you need his professional advice

“Our company switched to Perpetual CPA eight month ago and I can honestly say that it was the right decision. Paul is very knowledgeable and professional CPA that is willing to help every time I call him with any type of question or concern. He is very resourceful and honest when you need his professional advice. I highly recommend his company for your business tax and accounting services.”

Rus Velychko, Google Reviews