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    Jordan Samuel, CPA

    5.0 (1 review)
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    Services - Jordan Samuel, CPA

    Accountants

    Audit and conflict resolution support

    Current year tax preparation and filing

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    5 years ago

    Efficient,quick accurate and extremely responsive to all questions. Highly recommend

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    Tax Resolution Services

    Tax Resolution Services

    (10 reviews)

    He was prompt, efficient, and knew tax details. He also was organized in giving information about…read morehow to work together online in terms I could understand. With the info I provided, he prepared and filed my return in a short time and charged a reasonable fee with a discount for doing it online. I would recommend him for his accessibility, when others would not return my phone calls or emails. It always is a pleasure to work with someone who really knows what he is doing and does it well.

    I submitted an inquiry and received a prompt response email. The following day I contacted the…read morepersonnel. When I called, I opened up with my situation and started to information. To give some context for those who have not dealt with resolution issues this is very sensitive very complex and can impact our stress levels, anxiety, etc. Given that a professional would know and understand and be very much aware of how to approach everyone when trying to gather information. The person I spoke to was very abrasive there I say rude as I was trying to explain my situation and give as much information as possible. He inserted it self several times cutting me off as I attempted to walk through the situation I was dealing with. i didn't feel comfortable with moving forward as this is a very in depth process and would require some level of patience to work through, the way I was handled was a indication of how this would go. Their response "that's fine". Unfortunately, I did forward with the service or even get to the point to better understand if this was a good fit. I hope this review helps them in the future when dealing with clients or potential clients and better business practices.

    Raleigh Wealth Solutions

    Raleigh Wealth Solutions

    (3 reviews)

    Very agressive and rude. I did not feel like customer. I felt like a slave. Give up on…read morecommunication. Will not have anything with them.

    It looks like doing business with Brian Raleigh will cost me for the rest of my life. I was put…read moreinto an annuity without being told the entire story. I was told that it would protect my money. I was not told that it wasn't my money and what it would cost to use any of it. However, that is not why I am writing today. This practice is common and not worth the time to write. I am writing because after Brian's firm got my money I was cut off and this has put me in a position where I will never make up the loses and well into my retirement I am still paying out, not getting back I was old enough to take money out without IRS penalties and needed some money. I called the office to ask Brian about it. He had always been so nice before he had my money. I was told that I couldn't talk to him I had to go to the annuity company and did so. That is when I learned about the annuity penalties. That was bad enough, but a few years later I learned that I could have gotten the money in a way that didn't cost penalties. If Brian had spent 10 minutes talking to me, he could have steered me in a different direction. But he wouldn't do it. I not only lost that money, but because I had no advice, I got a lot of extra taxes, both federal and state. If Brian had talked to me those could have been avoided. If Brian had spent 10 minutes talking to me, that could have been avoided. A while ago I wrote him a letter, it wasn't going to change the situation, but I wanted him to know. I paid to have it sent registered, signature required. I told him the whole story in more detail. Brian Raleigh, ignored that and I have the receipt that he got the letter. He used to have a radio show, may still have it, and it makes him look like a big expert. Do know that that is just paid advertising. I have lost all my money and more, thanks to Brian Raleigh's not giving me 10 minutes and a bit of advice. But he had all my money by then so I can only guess that he was no longer interested.

    Jordan Samuel, CPA - accountants - Updated October 2026

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