Crunch Accounting - Port Townsend (WA)

Heather Brennan Mayfield is an exceptional financial advisor whose warm and approachable demeanor truly sets him apart. He creates an environment where clients feel comfortable and heard, effortlessly making complex financial concepts easy to understand. Alongside his deep industry knowledge and professionalism, it is Brennan’s genuine kindness and ability to connect with clients that truly make him stand out. He takes the time to understand each client’s unique needs and offers personalized advice with patience and care, ensuring clients feel both confident and supported in their financial decisions. I can confidently recommend him to anyone, and know they will be in the best hands with Brennan.

Carena Howard I have been having Sheila do my taxes for over 10 years now. I went to another company and they messed up my taxes and Sheila fixed them for me, ever since that she has been my Rockstar when it comes to taxes. Any time I have questions or concerns about anything tax related she is there to assist and make sure I am understanding everything. I highly recommend her to anyone looking for assistance with their taxes.

Carol Sprague I was extremely happy with my experience at the Wenatchee WA location. It took no time at all to go through the paperwork and my money was in my bank account the very next morning. Simona was amazing, very personable, professional and a real pleasure to do business with. Excellent customer service. I would recommend this company and this branch highly.

Nolan Brandon Sasha is exceptionally detail-oriented and has been zealously focused on optimizing my financial plans. She does not accept the status quo and instead goes above and beyond to identify opportunities I never would have considered on my own. Her experience is especially valuable for active duty military as she understands our unique benefits and challenges. I highly recommend her as a financial advisor.

Josh Hartmann I thought I had my finances figured out but decided to take a meeting with Riley after a friend referred me over. Our first couple conversations were definitely eye opening! You really dont know what you dont know. I tend to get caught up in headlines around when to buy and sell so its nice having a professional who can manage my investments with a disciplined strategy and reliable index funds. I also was missing out on some big tax benefits that should help with saving for a home big time. Now Im regretting waiting this long to use a CFP but better late than never. I was as skeptical as anyone but trust me, take an initial appointment, youll only benefit.

Molly They are good to coasties. AKA: 206ers and 360ers