Prentice Financial Planning, LLC - Olympia (WA)

David gage Karen Crouse and her staff are a talented and quick to respond group. They have always treated my business like it was there top account and I am thankful I was referred to them by my neighbor.

Brandon J Larry was super knowledgeable of the process and kept us informed every step of the way. He was always available and went above and beyond at a moments notice. Great service from a great guy!

Sarah Bird Great service, glad they have a UPS pickup service.

Toby vanRoojen Worked with Joe for years with great success. Honest earnest advice I can trust.

Charles Crawford This place is great! Great employees and even better service! Pillar is the way to go

Chris Stoll My husband and I were owners of a small business - he had retired in 2019 and I was due to retire at the end of 2022. Our partner intended to keep the business open. Well for over 30 years I did most of the administrative work, including all of the accounting and payroll, except for the annual tax return. We were all working out of our homes so it didnt seem to right to hire an employee. At the time, we were using a large accounting firm for our annual tax return and we asked about taking on our business for "every day" bookkeeping - nope, their specialty was working with larger firms. So the search began! I researched several other firms and it just didnt "click". Turns out I saved the best for last when I met with Shari Cox of PacStar Financial! Small business? Her specialty! Shari is friendly, compassionate, easy to work with and importantly, an excellent accountant! I highly recommend Shari and her team for your small business!

John Meerscheidt Beatrice helped us understand the financial aid process from proper allocation of assets, to evaluation of the expected costs of various educational institutions, and preparation of the aid application package. Because of Beatrices assistance, our two children will get through college with a reasonable amount of debt. It has also been a pleasure to work with Beatrice and Judy.