We have been using them for years for our taxes. They are efficient, transparent, and always…read moreavailable for questions. We moved from the area several years ago and make a special trip during tax season so we can continue to use them!

WB Elite is an excellent accouting firm. I have Been with them for 3years and I find myself…read morerealisticly wandering what I was doing with taxes before this firm. They helped me fix some past mistakes on rental depreciation that I made with some popular cookie cutter tax companies. Well now moving forward Ill be a customer for life. This one decision of choosing WB Elite has ultimately improved my Financial awareness & financial health and Im very happy to be a Client.

Let's get fiscal, fiscal (oh, I bet you're thinking Olivia Newton-John, haha!) Everyone counts here…read moreat Chris Cantara, CPA - literally! We've been coming to this accounting firm for years... I won't tax you with all the details, suffice it to say, we have always been happy with their work! We tried to do our own taxes once, but we just weren't Intuit. And, we tried several other financial teams, however, we didn't "depreciate" their advice, they were too expensive or they didn't do a good job. Then we found Chris! We really bonded! He did our taxes quickly, efficiently, professionally and economically. Best of all, he filed our taxes, and our kids' taxes, on line so we didn't have to use the mail system. The folders he gave us were simply outlined and easy to understand. Filing has never been quicker! Sign and go! We are also planning on using this CPA, for our estate planning needs; where there's a will there's a way. They also provide bookkeeping services, payroll services and business accounting! Some folks think accounting can be accrual world, but who says it can't be fun!? But seriously, I recommend this firm whole-heartedly! They really kick assets! Many happy returns! Cal-cu-later!! (Ben Wyatt would be proud!)

Value, service quality and communication. Some clients have more experience with them than others.read more

We started working with a new tax guy last year, and he was great, everything we were looking for,…read morebut he closed his business and forwarded us to Dana. She is humble, fun, patient, flexible, personable, relatable, understanding, and very knowledgeable. She does not limit herself to just tax stuff. She has given us guidance (and referrals) for everything related to mortgage, end-of-life planning, small business guidance, and more. Her advice has helped us immensely. She genuinely cares about her clients and their well-being. I could not ask for a better person to work with. I am so thankful for the way she is not afraid to make those wise mentor type of life recommendations. Dana, I so appreciate you! On top of everything, she is so patient when we have had to bring our baby and now toddler in, be it by us taking turns or having him with us in the office. She was more than just patient. She made us and him feel loved and right at home. You won't find a more genuine, sincere person. Her office staff is friendly and helpful as well.

I had my taxes done and was specific I had filed an extension... I was asked to pay in June and did…read moreso and advised I would pick them up just had a lot going on and again I had filed an extension. Well, my taxes were filed without my consent electronically on 6/15 which I then found out with letters from the state and IRS I was now in default of previous payment plans.. when I called Exclusive to enquire what had happened I heard, oh the documents were in my bin to file so I just filed.. and now I'm left to figure it all out because the hours the tax preparer (I won't add her name) is having to take to call IRS and she never phoned the state (or I was told she tried) is extreme obviously and it's my fault I guess because I did owe taxes from past years I have been paying. I received a deflecting email a week ago and all I've asked for is a refund and my 2023 taxes.. a week went by so I emailed asking for both then was only advised to retrieve the tax documents from their portal and I'm not sure how to do that when they are not there only 2022 is there. I emailed back and no reply. Please know if you're thinking about using Exclusive on Huguenot Rd ... you may wish to use someone who can actually say they messed up and they are sorry and how can I make this right instead of excuses and sending me on a wild goose chase for tax documents not even uploaded yet although they can file without my consent.

I had them do my taxes in march and they were nice they told me to wait 3 to 4 weeks for my return…read morewhich I never received. So I called them and they said I never paid them but I had the receipt and so I brought it in. So they never actually sent in my taxes because they thought I didn't pay which I paid directly to the owner and when I went back he never came out of his office to apologized for his mistake because he was the one to finalize everything. So my taxes got sent in late. The other staff was helpful and I appreciate that, but not being able to even face me and apologize is sad.

Clifton Coger did my taxes for the year of 2018 and did not mail me my tax documents. It is now…read more2020 and I need my documents to file for this year, but to also receive relief from the COVID-19 pandemic. Clifton avoided my phone calls and emails making it difficult for me to retrieve my funds. DO NOT USE THIS COMPANY. Update: 05/17/2020, Cliff decides to send me an email 1 year later due to him noticing this Yelp review. Cliff stated that I never paid him, when in fact, he would typically pull his fee from the actual tax return. Due to me owing this year, Cliff could have provided the amount I owed along with the amount due for his services rendered, but he decided to stay silent about the issue. Cliff stated in this email received on 2020 that he couldn't file my 2018 taxes, which left me confused, because its 2020?? I've already had those taken care of. Cliff doesn't answer his direct number, and he also has an "assistant" that answers a phone and "takes a message", but the funny thing about it is it never seems to make it to Clifton??

they provide poor service and then have the balls to charge you for their time for basic responses,…read morelistening to voicemails etc.

Sharon Ten was recommended as a lawyer who could help secure an appointment for me as my wife's…read moreguardian and conservator and also develop an estate plan. This had suddenly become very important because of my wife's illness and need for long-term care. I met with Susan and found her to be exceptionally knowledgeable, very transparent, and quite efficient in addressing my needs. The entire process for guardianship/conversator played out exactly as she predicted, and she was very attentive throughout the process. On my court date, Sharon made sure the judge had all the documents needed and my status as guardian and conservator was established on the same day of my hearing. Then she turned her attention to my needs for an estate plan and developed a strategy and plan that perfectly fits my family's needs. Sharon left no stone unturned and now I sleep very well at night, knowing that things are in place to prevent chaos if I pass away.

I've been looking for a good cleaning service since I've moved to the Richmond area. I tried…read moreseveral and WOW, I've NEVER been so impressed with a cleaning service. Belen's team showed up on-time, cleaned my home until it was sparkling, and then was super timely on sending an invoice. I am so happy I booked her team to come clean bi-weekly. Highlights: -They put the sheets on my guest bed!! I didn't even have to ask -They pulled the sheets out of my dryer and put them on my bed -They cleaned my trash can -They removed all the trash from my home -They left everything as they found it, just much cleaner!!

Friendly, reliable, and efficient staff. Always available to make appointments within the same week.read more

Jones and Roberts have been preparing our taxes and are our financial planners for over 8 years. We…read moreare a military family and have been serviced by Trevor in every state we have resided. We HIGHLY RECOMMEND the services they offer.

I have used them for three years now. Very thorough. My tax situation is complicated as we have a…read moresmall business and multiple investment accounts. They also provided investment advice free of charge since we are a current tax customer.

Superb service. Chris Smith has done our taxes for years and he is always ahead of the curve. We…read morefeel that we are in good hands.

I would highly recommend the services of Chris Smith and RBI Services. They have done a phenomenal…read morejob on my taxes for several years now and are highly professional, astute on Tax laws, and able to boil down the numbers quickly and efficiently. Best of all, I feel worry free every time I sit down with them.