2024: Steven is great to deal with. This was the first time using his services and did a nice job…read moreon our taxes and had patience with us as we waited out a K-1 for a while and had to do an extension. He is fairly priced, and I liked doing as much as possible electronically. Plan to use his expertise for next tax season and beyond. 2025: We used his services again for our 2024 taxes and did a great job. Very reasonable priced and happy with how he set things up.

I usually use the do it yourself tax filing and I needed a CPA this year due to a change in…read morecircumstance. I googled local CPA's and Steven's name returned and I requested a phone consult. He quickly returned my call and talked to me regarding my situation. I am so pleased with his promptness, expertise and guidance. I highly recommend Steven for all your CPA needs.

Highly recommend! Terry not only provided the means to simply organize my material for a complex…read morereturn, he also completed it faster than I could have imagined. He also provided other services which I appreciated very much. While professional and competent, he is also a very kind and caring person, very easy to work with. Again, I highly recommend!

Jason has been extremely difficult to reach and been very non-responsive. Not just one instance but…read morebeen a pattern. I want to change agents because I can't count on Jason.

From the owner: We'd like to be part of your team, providing a full range of accounting, tax, and consulting…read moreservices to help you stay on top of all your financial management issues. Call 704-688-5995 to learn why our clients have chosen us as their go-to CPA firm.

Have used them for over 20 years ! Very articulate, helpful and provide great customer service…read more They will attentively help you file taxes and look for the most deductions to help you get the most back.

If you are going for TSA pre-check, make an appt! They get filled pretty quick so walk-ins will…read morehave to wait guaranteed. Even those with appts- had to wait 30 min past their assigned time. The process itself takes 5 minutes to verify info and get fingerprinted. And the people working there are quite organized and helpful.

This is a wonderful family own business. Adam was awesome to work with. Definitely reasonable…read moreprices too. This was my first time using them and will definitely be a repeat customer. I found them as a recommended business on Nextdoor and I can definitely see why

From the owner: Patterson Tax service has been serving Charlotte and surrounding areas for 70 years -- family owned…read moreand operated since 1949. Patterson Tax service is staffed by Enrolled Agents who are qualified and trained to represent you with the IRS.

This is my third year using My Tax Lady, LLC for my personal and business taxes. Each year My Tax…read moreLady, LLC gets even better making the process stress-free! Jackie and Nadia were extremely professional and provide great customer service throughout the entire filing process! The online secure portal is a great resource which allows for quick & easy access to upload all necessary documents and communicating with them virtually to complete the filing process in a timely manner. I highly recommend My Tax Lady, LLC to anyone who needs assistance filing their taxes!

I would not recommend this service. I was scheduled to have an onboarding video meeting in which I…read morewas have difficulties figuring out. They then refused to use a telephone to correct the issue. This business seems to ONLY want to do business over email. Well, I tried that. The picture below shows how many attempts I made to get my meeting rescheduled. After the fifth attempt, I FINNALY got a response saying they are now closed tor the season! Haha! The same email explained they would be back in the office on August 18th and to reach back out at that time to continue where we left off. I had no choice since they had all my original tax documents and I could not retrieve them. I waited patiently for this time to arrive. They just returned back to the office at the said time and notified me that since I missed the onboarding call on April 22 that they refused to reschedule, they are not taking on any clients. If you are a high net-worth client like myself, I would avoid this company like the plague. They are unresponsive (as shown below), they lack systems to help when a client cant get into a meeting, they have no issue lying about revisiting your tasks after their promise to do so.

DO NOT FILE TAXES HERE. Horrible service, last year I paid nearly $800 to have my taxes filed…read more This year when I went to file my next years taxes I was informed that H&R Block never filed my taxes. As a result I got a $7200 fine from the IRS and H&R Block takes no responsibility for their mistake. Additionally the employees at this location treated me like I was trying to scam them out of some information they were as unhelpful as they could possibly be. Somehow they couldn't find our payment in their system I had to show them my bank transaction where I paid just for them to believe me but still did not help at all and wanted us to just leave the store. They were obviously frustrated at us for some reason when it was them in the wrong not us. Never again will I file with HR Block.

Oh taxes, how I do not like to look at all the paper work and deal with you. Thank you H&R Block!…read more I had gone here and had a very pleasant experience. When my husband and I first walked in, we were greeted and asked to fill out a form. Pretty standard. After filling out the form, we were asked if we wanted any brownies or water. BROWNIES!!! As much as I enjoyed the offer, I had to decline since I was so full from eating dinner before arriving. Just that little gesture made me have a homey feel in that building. The staff was very delightful. I know there were times of frustration while doing our taxes, but they persevered through it all to help us out. Everyone was so friendly. Even when we were still in the office well after hours, it did not seem like the staff was trying to rush us out at all. I highly recommend this place for any tax help in the future!

I've been going to Frank for years. I can always trust him to get them done correctly and find me…read moreas many write offs as possible. Sometimes there are different places you could put a write off and he will check to make sure he puts it in the best place. While there are a ton of other places closet to my place including other WebTax locations, it's worth the trip to have Frank do my taxes!