Overview
Who sits at the desk.
Don't trust her!! ...Carol steers people into expensive funds with hefty upfront charges!
My neighbor had to pay over $10K in "sales charge" to move her retirements in Feb 2025 to use Carol's financial services. In less than 2 months, her … More
Snapshot
The four things worth knowing.
Specialty
Bookkeeping & Payroll
Bookkeeping
Credentials
Ask firm
Verify before engagement
Client Rating
4.2 / 5
11 Google reviews
Phone
(503) 282-1889
Tap to schedule
How they work
Service delivery & credentials.
Service Delivery
How the firm works with clients.
- In-Person Appointments
- Virtual Meetings
- Drop-Off Returns
- E-Filing
Credentials & Payment
Professional standing and how to pay.
- Credit Cards
- Checks
- Online Appointments
What clients said
In their own words.
They were wonderful with communication, very thorough, and quite fast!
...Carol steers people into expensive funds with hefty upfront charges!