“I'm financially challenged, due to health issues, all business and home stuff got dumped in my lap. These guys are a life saver. I brought a box full of papers and they had my back. Whew!“
“I have trusted Tax Minimizers with my finances for decades. Every aspect of this business continues to be competent, trustworthy and professional. In reading a few poor rating posts... I can say that they were posted by individuals who are "less than desirable". It's sad that bogus information can permanently be posted. That being said, Tax Minimizers remains a solid, thriving business in our local community.“
“I’ve had a great experience with Tim, he has helped guide me along the way with my IRA. Tim even went out of his way to meet me at my work site to help with my account and has honestly made things easier for me.“
“After my wife and I left the military, I opened my own practice and she started a managerial position in a local hospital. With more complex finances, we knew we needed someone we could trust and who had the skill set to manage them (a task we didn't have the bandwidth to learn in addition to our own responsibilities). Jamison Hanson was referred to us by a friend and his father who were already clients, and I appreciated the firm's methodical approach. They use a calculated risk at a level we were comfortable with at each stage of life. Money management is all about managing risk and minimizing expenses in the process. Not having a financial background, I have benefited greatly from what I have learned through our partnership with Steven Jamison. I don't feel comfortable with the black box approach to decision-making where I put in money and hopefully more comes out. At every meeting there's a new detail of the evolving tax law and our changing financial situation, which leads to a range of choices to better position ourselves in our retirement. Steven's explanations increase our understanding of our finances, which helps us make the best choice consistent with our goals. We have recommended Steven to multiple people. I believe his greatest selling point is that I trust him! With his measured approach to management, I don't feel like we are gambling; we are managing risk. Most importantly, I trust Steven to have my best interests at heart and give us the best information he has.- Will & Rebecca“
“Let's talk about Sarah Ritchey LTP. She is the tax pro that helped me square away my taxes, answered all my questions and helped me make a solid plan for a settlement and quickly became a friend. I will certainly be returning and I would highly recommend you make the trek out to Independence OR rather than going to the Salem location if ya can because this location is definitely the best. Then, once you are done adulting go try Fro-Zone next door!“