Peterson Tax & Accounting

Peterson Tax has felt like a member of the family since I started my business. Vickie and Holly met with me multiple times to answer my questions and ensure I was going about setting up my business properly with the appropriate licensing etc. Now over 10 years later, I have worked with most everyone on their team and appreciate each of them. Peterson Tax will always be the only place I trust for all of my tax preparation, bookkeeping and payroll needs. They are open and available all year not just during tax season. Which is another reason I will continue to refer friends, family and customers for years to come. Thank you ladies!

Honestly I have never worked with a more dysfunctional, unprofessional company. There were several things that contributed to my negative experience, but I was willing to overlook them and move on with my life until I opened my Google Sheets doc today to see that Carol, the tax agent I worked with, had gone into my original master document and had altered it while she was going through tracking my expenses. Well, in the process of doing so, she also deleted over $1300 worth of 2022 expenses that I had tracked along with the 2021 expenses she was dealing with. Luckily I was able to figure out how to go back and restore to the previous version before she altered it, because otherwise I would have had no way of finding those expenses again. This is my only document that tracks my business expenses. I guess it's my fault for adding her as an "editor" when I shared the file, instead of "view only," but I honestly would have never assumed in a million years that a "professional" would go in and delete or alter a client's records instead of making a copy of the document first. When I had my initial appointment, Carol asked me some clarifying questions about the documents I brought, which was expected, but since she didn't bother to write any notes about what I said, she then had to call and text me several times throughout the next couple of days to have me reiterate what I had already told her several times in-person. Then after rescheduling me twice, she no-call, no-showed to my follow-up appointment. I'm not sure exactly how late she was, because I left after waiting 20 minutes for her to show up. When her coworker Maybe receptionist? I had never seen or met her before came outside to let me know that Maria would be another 10-15 minutes late after I had already waited 15 min, I asked her to return some documents that I had provided at my prior appointment, assuming she would gather and prepare them and then mail them to me. Instead, she proceeded to go inside, procure copies of my tax documents, which include my Social Security number, and give them to me without ever having met me before or bothering to check any form of identification. I could have been literally anyone. This woman just gave my Social Security number and official tax documents to a person she'd never met sitting in a car in the parking lot. That is 100% unacceptable and is probably illegal. I left and filed with TurboTax. As a young business owner, I am used to being underestimated, but I am not used to being disregarded and disrespected. It is obvious that the agent didn't respect me or value my time as a professional and I highly recommend that you go to another business for your tax prep needs.

I've been coming to them for a couple of years now, they are always helpful, polite, and truly caring.

Wonderful and So quick and efficient. You won't regret using Rodney!

Peterson Tax Service has prepared our taxes for many years. We have had no difficulty reaching them by phone to answer questions or to make an appointment. Cannot imagine anyone more friendly and courteous, more than willing to do the extra small details that make for good service. Holly and Vickie not only do our taxes, but my children now go to them for their tax work also. Without hesitation I would highly recommend their tax service.

This is Sally posting this review. I went to Peterson’s because I needed help. I had tried to file my own taxes and neglected to file my state taxes for ahem...a few years. Vicky was not judgmental, she listened closely, assuaged my fears, and filed several years of back state taxes as well as re-filing a few years of federal taxes I’d done incorrectly, all within a few days. I can’t express how much anxiety I’d been feeling. I can’t stress enough how helpful, friendly and confident she was. When we did the final paperwork it was as though a huge weight had been lifted off my shoulders, AND the many thousands I thought I’d owe will end up being a wash-in other words, I’ve been making payments on taxes I actually don’t owe, and thanks to her, I may even get money back. And the price? I was pleasantly surprised by the cost of her services. I did pay a national company last year, for filing only my 2017 taxes. She charged me less for filing multiple years of back tax returns than that company did for one year, with one job, one dependant, and no property or write offs. I thanked her profusely, and told her I would never use anyone else, and I mean every word. If you live near Gresham, please consider supporting this local, honest business. You won’t regret it.

I have used Peterson tax service for many years & I really enjoy their professional, knowledgeable and very friendly staff. A special shout out to Holly for also helping me find my dream house- I couldn’t have done it without her- she’s great at accounting and also a darn good real estate agent. Thanks so much Holly! Kevin T.

Holly is fantastic! Always very friendly, on time, educated and willing to work for me to keep my taxes and finances in order. I have used her for three years now and couldn't be happier to work with a local tax company that cares about helping me save money.

We have been using Holly as our tax and accounting provider for over 4 years now and every year she is op point, on time, saves us the money we work so hard for and even goes the extra mile when something is needed urgently. Highly recommend Peterson Tax & Accounting Services to any individual or business in the Gresham area!