when i started my business, tax filing suddenly became a lot more complicated. Helene has been…read moreoutstanding at keeping my taxes (and me) in line. she's been my accountant for almost a decade, and is responsive to questions, patient with explanations, and on top of all the myriad moving parts my company and i have to deal with. highly recommended -- she's made my life a lot easier.

For years I used Turbo Tax and H&R Block to file my taxes, and I figured I was saving money…read more However, after meeting with Helene, I soon realized that whatever I was saving on the front end, I ended up paying out on the back end. Helene asks a lot of questions, and this process really gave me peace of mind. It also helped my wife and I get a larger refund this year. I highly recommend Helene Roth to anyone looking to file taxes, and thinks they will save money with Turbo Tax, and H&R Block. You get exactly what you pay for!

RJB Tax Associates did our 2024 tax returns for the first time . They put wrong banking account #…read moreon both Federal and State tax forms. Called the RJB office and they gave no assistance . Here we are 7 months later and we have called the State every month . No resolution . Talked to Ray at RJB and he said there is nothing he can do that we have to wait until the State figures it out . Do not use RJB . You have to make an appt to talk to Ray and at that it can be 3 weeks out before he can call you back .

Ray does a fantastic job of managing all my taxes for my small business. He saved my business after…read moreI left a firm that was not paying enough attention to detail. Grateful for his thorough services and work ethic to get the best outcome for my growing small business.

I hired Robert Merz to prepare my 2025 federal and NC state income tax returns. Upon reviewing the…read morecompleted return, I discovered that my filing status had been incorrectly filed as Single rather than Head of Household -- the correct status I have used consistently in prior years with this same CPA. I contacted the office by phone on April 14th to report the error. The receptionist acknowledged my concern and stated the information would be updated. When I asked about receiving confirmation once the correction was made, she specifically told me she would call me when it was completed. That call never came. Despite multiple follow-up calls and voicemails over the course of a full week, I never received a return call, any written response, or any acknowledgment of the error from anyone at the firm. No correction was ever made. As a result of this error and the firm's failure to follow through on their own stated commitment, I was forced to independently file a protective federal extension, and pay a state tax balance under the incorrect filing status. I received a reduced refund as a result. I have not yet filed an amended return but intend to do so. I am not filing this complaint seeking a resolution from the business. I am filing to create an accurate public record. The combination of a material filing error, a broken promise of follow-up from staff, and over a week of complete silence toward a paying client falls below any reasonable standard of professional conduct for a licensed CPA firm. I would not recommend this firm based on my experience.

I needed a local accountant to help me get my business records straight for our tax preparer. This…read morefirm did a wonderful job and didn't break the bank. David and his staff were completely professional and the job was done with a great deal of integrity. I have used other accountants in the past, but the level of detail and care that they put into their work is by far the best I have ever come across. Highly recommended!!

BEWARE!!!! Hired shawn based off his yelp review and got nothing but excuses when it came to…read moreactually paying my monthly tax. In the year i had him do my books the only thing i ask was that the taxes where paid monthly and kept up to date. After one year we still had not got setup to pay as we should. I realized just how bad it was when i hired a real accountant who charged me a 1/4 of the price Shawn did and had me setup within a few days. I wasted 3 grand on his services and got nothing in return. Also had him do my taxes for the year and he did not complete them either, found this out months later and when i called and asked him to get it straightened out....... that never happened. Hes a nice guy and all but as far as an accountant goes your best to go elsewhere. $250 a month to "reconcile" the books which i ended up doing myself after the fact which took about 30 minutes. Not happy at all with his services. He now has a painting company hes trying to get off the ground so please new/small business owners go elsewhere for your book keeping needs. ive tried calling him to resolve this issue with no luck at all so this is my only option.

Shawn has been doing our taxes for probably ten years or so now, and I will never use anyone else…read more He always gets us the most out of our refund and is very knowledgeable about the process. I always feel very safe with him handling our business. I've recommended him to many others and just can't say enough about his work, his kindness and his dedication to us as his clients. I wish I could give 10 stars! If you don't have an accountant, look no further. This is your guy.

I received fast, friendly service and really felt comfortable discussing my business with her, very…read moreknowledgable and practical. She set up QuickBooks for me and completed my tax return. I'll be returning to have my taxes done next year too.