Plan. Grow. Achieve. Empowering Your Financial Dreams.
Who We Are
At Bret Pacheco CPA, we're not just a typical accounting firm. We're your trusted guide on your financial journey. We believe that every individual and business has a unique story to tell, and we're here to help you write the ending you've always dreamed of. Our mission is to empower you to chart the course for financial security, freedom, and growth specific to your purpose.
Our Story
With over 20 years of experience in public accounting, our founder and owner, Bret Pacheco, has always been driven by a desire to use his knowledge and skills to bring clarity, purpose, and intention to each client's unique situation. Starting his own practice in 2008, Bret made a commitment to billing strictly on a fixed fee arrangement, allowing him to focus on understanding each client's needs and providing personalized service.
Our Approach
At Bret Pacheco CPA, we're not just number-crunchers. We're storytellers. We believe that every financial story has a narrative, and we're here to help you understand and shape your financial destiny. Our team is dedicated to providing a holistic approach to finances and wealth management, emphasizing empathy, integrity, and honesty. We're not afraid to ask the tough questions and provide direct, professional advice to help you achieve your goals.
Our Services
Our services are designed to help you achieve financial freedom and security. From small business consulting and development to individual tax preparation, we offer a range of services designed to support you every step of the way. Whether you're a startup or an established entrepreneur, we'll work with you to create a customized plan tailored to your unique needs and goals.
Our Team
Our team is comprised of experienced professionals who are passionate about helping individuals and businesses succeed. With diverse business expertise and a deep understanding of client needs, fears, hopes, and dreams, we're able to impact your life and finances in a deep and meaningful way.
Why Choose Us
At Bret Pacheco CPA, we're not just another CPA firm. We're a team of dedicated professionals who are committed to providing exceptional service, innovative solutions, and personalized attention. We're built differently - we're not afraid to challenge the status quo, and we're passionate about helping you achieve your goals. So why choose us? Because we're not just accountants - we're your partner in achieving financial freedom and success.
Get Started
Ready to take control of your finances and achieve your goals? Contact us today to schedule a consultation and let's start your journey to financial success together.
Contact Us
North Carolina Office: 9 West Haven Lane, Arden, NC 28704 (828) 273-6782
Montana Office: 260 Cayuse Trail, Bozeman, MT 59718 (406) 548-4131
Overall Experience
The reviews are divided, with some clients expressing extreme disappointment and others having a highly positive experience.
Disappointing Experience
Some clients had a terrible experience with the tax services, citing issues with tax filing, professionalism, and communication. In one case, a client was incorrectly told that their taxes were filed on time, leading to ongoing issues with the IRS. Another client reported that their taxes were not completed by the CPA.
Excellent Service
On the other hand, several clients had a highly positive experience with the CPA, particularly with Bret Pacheco. They praised his expertise, professionalism, and commitment to their business and personal financial well-being. Clients appreciated his fair rates, quick turnaround, and willingness to consult on a range of business issues without charging an hourly fee.
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