I have not been able to find a tax professional in the Mount Holly, NC area. I was contacted by a…read morefew, but I guess that accounting professionals are not as aggressive to obtain new clients as other types of sales professionals. Thanks for attempting to help. It is probable that this close to April 15 in tax season, they must focus on existing customers who were wise enough to plan to make their appointments in advance. I guess that I will have to suffer potential tax burdens, or go back to college and get my accounting degree. Because of my growing Cryptocurrency, options, and stock trading business, each potential tax professional each has his own direction to travel.

I needed some advice on tax planning and received a very quick call back. I was given advice and…read morehad my questions answered evening without paying a consultation fee. I would definitely use their services in the future.

We've used Scott for 4 years now. He and his whole office are fantastic! I would not hesitate to…read morerecommend to family and friends. Scott is the most enthusiastic and passionate tax professional I have ever met. He has answered all of our questions thoroughly so that we understand for both personal and business. Personally, I have never had an issue reaching Scott to discuss something or any of his colleagues via phone or email. That being said, if it is Jan - May I only ask time sensitive questions where I need an immediate answer or are pertinent to our current tax filing. If there are any other items I want to clarify or talk through something with him, I wait until it is not tax season to pick his brain. He is proactive in filing for an extension should one be needed. We've used him to file in multiple states or just NC/federal and he has done a great job. Knock on wood we've never had an issue and feel very confident with his guidance, advice, prep and review methods. Additionally, the person he referred me to to teach me quickbooks was INCREDIBLY knowledgeable and helped me learn quickbooks from the ground up. She is always available if I reach out with a query. Overall 10 out of 10 and we will continue to use Scott.

Mary at the front desk was rude and dismissive. This business isn't accepting new clients as of now…read moreanyway. Mary hung up on me as I was trying to ask a follow up question. My subsequent call went unanswered.

Bob was awesome, I called on a Sunday with several questions regarding creating an LLC and within…read more10 minutes he called me back and was able to answer ALL of my questions impromptu. He was beyond helpful. I really appreciated the non-biased advice and relevant information he provided me during our call. Will definitely reach out again. Thanks Bob!

Bob did my 2022 taxes and amended my 2021 taxes in one day. I definitely recommend him. I had a…read moregreat experience with him. I'd probably do my taxes next year with him as well.

We've been using Ladd and McCall for probably 20 years of so. This goes back to when they were…read morecalled Ivester, Ladd and McCall. Our tax preparation is normally supervised by Barbara McCall and have always been prompt, accurate and at a reasonable cost. Barbara also takes time to go over your taxes and suggests ways or strategies that you may wish to explore but she does make the point, in the end, it's our decision as how to proceed. In the past when we were looking for a good financial planner she gave us several names to consider and we checked them our and in the end, went with one of suggestions and have been very pleased with how that account is managed.

I needed to either convert my term life insurance policy or get a new policy. I really didn't know…read morewhere to start. John came over and answered all my questions. He does about anything to do with financial planning including insurance, long term care, annuities, etc. He is not pushy at all and very knowledgable. I got the policy I needed at an affordable price with peace of mind. John is EXCELLENT at what he does. My husband and I HIGHLY RECOMMEND Casasanta Financial Services!

I've been driving since 1970 and have always enjoyed traveling and moving around the country. So…read moreI'm fairly well experienced with using insurance offices in various cities and states to handle my insurance needs. In my experience, caring about the customer is more of a slogan than a real action with most insurance offices. I've been in some offices where the people made you feel like an intruder into their quiet day while others were friendly enough but kept getting up to handle other people's needs, putting you on hold every few minutes even in person...and once during an appointment time! (The interruptions were so bad that I finally had to say something.) Still others would be standing outside...open the door for you...tell you "I'll be right in"...and then close the door and light up a cigarette, probably thinking I couldn't see them. Sigh. BUT NOT WITH ELITE INSURANCE CO! 413 S. York St Gastonia NC, 28052 704-867-0731 That's why I'm writing this review! Most drivers have experienced the same kind of unprofessionalism in the past that I have. But Elite Insurance Co has been nothing BUT professional and helpful. Throughout these past three years after selling our motorhome and buying our present car, I have spoken with several of the ladies working there at Elite, most often with Office Manager Tammy Charles, and everyone has treated me like I'm a worthwhile friend! But they're not just very nice people, they're very knowledgeable, too! And if they don't have the answer to one of my questions, they WILL find it and let me know within a day or two! They have proven that I can trust them. So here's the Bottom Line to my Review: if you aren't completely satisfied with how your present insurance office treats you, I recommend that you either stop in or call 704-867-0731and speak with Office Manager Tammy Charles or any one of the ladies working at Elite Insurance Co. There's obviously nothing to lose by talking with them, right?! And maybe there will be something gained...like being happier with an insurance company that IS professional and treats you like a friend, not just "another customer"! :)

still waiting for them to revise my plan .I hope to have it resolved today or tomorrow but an not…read moreholding my breath!

Jeffrey L Mitchell, CPA, PLLC took over for Malcolm Mitchell in 2012. Jeffrey worked with Malcolm…read moresince 1983 with great service.