Pacific Tax Service,

7000 15th Avenue Northwest, Seattle, WA 98117

"I used Tommy Do for my 2019 taxes after I was too disorganized to make the filing deadline. It was initially easier than doing it myself, and of course getting someone else to help me when I was too scatterbrained to handle it was really nice. However, Tommy didn't know how to report that interest on US savings bonds I cashed in 2019 had already been reported in previous years. He incorrectly told me that I had to get the bank to issue an amended 1099-INT, when (I later learned) all you need to do is annotate Schedule B. Arguing with the bank seemed pretty difficult, so I took the $800 overpayment hit at the time. Now I've done my research and am filing an amended return to reclaim this, and I have discovered that Tommy also seems to have failed to report about $5 of taxable interest on a Roth rollover, which isn't a big deal except that I have to decide how to explain it to the IRS, which complicates the amendment filing. Yes, these are somewhat obscure cases, but I don't think they're *that* weird for middle-class people, so I would expect a professional who spends every day working on tax returns to get them right on the first try. In fairness, Tommy did calculate my estimated tax underpayment penalty using an optimistic method that the IRS sometimes accepts, which would have saved me about $300 if the IRS had accepted it. I would never have known to do this. Unfortunately, the IRS rejected his calculation and sent me an underpayment notice. If you are the kind of person who finds taxes impossible even with tax filing software, Tommy Do might be a good choice. If you can do the moderately complicated taxes of a white-collar professional with multiple brokerage/retirement accounts correctly yourself, and you can do it fast enough that $680 has you on the fence about outsourcing it, I don't think Tommy is worth it for you."

"We highly recommend Kurt for your tax needs. We have been working with Kurt for the past 2 years and he is thorough, professional and utmost knowledgeable. He does a video recap at the end of the prep and walks you through all the details and what you are paying for as well as what you've saved. This simple additional step helps us better understand all the intricacies but also gives us a lot of confidence when submitting our taxes. Kurt is very astute and informed with all things tax, from RSU vesting to small business. Thank you Kurt!"

"I have been using Mike Tuma for almost 10 years and I don't see myself ever using anyone else! My taxes have become complicated year after year and he is great at ensuring we find every possible way to save on taxes and file timely. I have complicated stock sales, multi-state filings, and property ownership that make using the self-filing tax software impossible for me. I basically just give him all my statements once a year and he handles everything for me. 10/10 highly recommend this guy."

"I've worked with Tommy Do twice so far, and he does a great job! I had a complication come up on my taxes, and he helped me sort through it. He took the time to explain everything clearly and helped me complete my taxes that year. I was impressed because he is very thorough and gave me confidence that nothing had been missed. He also helped me by consultation when I needed to put a down payment on a house and wanted to understand the taxes involved. Tommy is friendly and a pleasure to work with. I continue bringing my taxes here in the future."

"I went to Mike Tuma to do my taxes after buying a house. I explained my situation, my assets, and the specific accounts where I had money and had taken money out of. Mike seemed very rushed and overly confident in our first meeting. I should have gone on instinct from that first meeting. He didn't ask many questions. He talked more about getting back to Brazil than ensuring he understood the situation and had all the necessary paperwork. He prepared and filed for me, and I thought everything was fine. Fast forward two years, I get an $18K bill from the IRS. There were numerous omissions in Mike's filing. Some were very basic that should have been caught on first pass of the documents that were provide (bank interest, for example). The other omissions were from documents that my financial adviser didn't provide me and I didn't provide Mike. That said, when I discussed my situation with Mike and all the money that had been moved around, I was hiring a qualified tax preparer that knows what documents should be there and which ones weren't. Again, Mike was either not listening or doesn't understand taxes well enough to know what documents should and shouldn't be provided based on somebody's financial situation. When I notified him of the error he did revise the submission at no cost; however, I still owed $3K in back-taxes, interest, and fines. He was unwilling to do anymore to make up for his mistakes. I initially went with Mike because my situation was nuanced, and I wanted him to understand my situation and decipher the best course. He didn't do that because he didn't take the time. He rushed my taxes so he could get back to Brazil. If your taxes are complex, avoid Mike Tuma. If you go with him, get travel advice on Brazil while you meet with him."