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    OTB Tax

    1.7 (12 reviews)
    Open 9:00 am - 5:00 pm

    Services - OTB Tax

    Accountants

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    3 More Services

    Payroll services

    Audit and conflict resolution support

    Tax planning

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    Expert Tax Solutions - The "disengagement" letter

    Expert Tax Solutions

    (2 reviews)

    As a small business person, I've employed accounting firms for over 30 years. Henderson…read moreAccounting/Expert Tax Solutions of the Carolinas was recommended to me when my prior accounting firm was ill-equipped to assist me with a state use tax audit. The personal attention and expert handling of my audit was impressive. The above was posted as my initial Google review for Henderson Accounting which also provides services as Expert Tax Solutions of the Carolinas. Fast forward to January 30, 2017. I received a letter from Wyatt Henderson stating that his firm was disengaging its services from our personal and business accounting effective December 31, 2016. I wrote an email to ask why, and his response was that our business wasn't profitable enough for his firm to maintain, since they had "8 new clients waiting to hear if we will take them on." and they were "running at 110% of capacity" Wyatt, perhaps a 90 day advance notice would be a much more professional way to handle future "disengagements". Now I'm hustling to find a new accounting firm at the worst possible time on the tax calendar, not to mention a new payroll provider. New clients considering Expert Tax Solutions beware. Edit: I had place a review of this business on Google as well as Yelp. The owner response on Google was less than truthful; here's his actual quote from the "disengagement" email: "every year I go thru my client list and use the 80/20 rule to carve out those clients to that I need to examine for profitability, realization rate and overall fit within my firm. Eastside Chiropractic did not hit our realization rate threshold for 2016. Realization is the amount of total revenue realized from a client in a year divided by the total time committed to that client. Any client that does not meet the established dollar per hour threshold is identified for either disengagement or a rate increase. Since we are running at 110% capacity and I have 8 new clients waiting to hear if we will take them on, I decided it was best to disengage. This is purely a business decision and not personal. We have a set amount time available each week to service clients and I must maximize the dollars per hour realized." New clients beware of this practitioner.

    Pam at Expert Tax Solutions in Greensboro NC prepared my taxes again this year for 2019 and once…read moreagain I am very pleased with the services. Pam stays knowledgeable about all new tax provisions for each. Completing my taxes was quick and comfortable. Thanks

    OTB Tax - taxservices - Updated May 2026

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