2024: Steven is great to deal with. This was the first time using his services and did a nice job…read moreon our taxes and had patience with us as we waited out a K-1 for a while and had to do an extension. He is fairly priced, and I liked doing as much as possible electronically. Plan to use his expertise for next tax season and beyond. 2025: We used his services again for our 2024 taxes and did a great job. Very reasonable priced and happy with how he set things up.

I usually use the do it yourself tax filing and I needed a CPA this year due to a change in…read morecircumstance. I googled local CPA's and Steven's name returned and I requested a phone consult. He quickly returned my call and talked to me regarding my situation. I am so pleased with his promptness, expertise and guidance. I highly recommend Steven for all your CPA needs.

Very friendly people that seemed to enjoy their work and they are the tax experts. They communicate…read morevery well by phone or by email. It's not a rushed deal and they encourage you to double check them for accuracy of information. It's feels good to do business with a company that is happy in what they do.

From the owner: Office located in Mint Hill Pavilion, by Harris Teeter. We offer friendly and accuracy guaranteed…read moretax service. The office is open year round and help is always available. We offer free estimates on all tax returns. This office is also a drop off site for Cell Phones for Soldiers. Each cell phone you drop off is turned into a 100 minute calling card for a soldier who is overseas.

This is my third year using My Tax Lady, LLC for my personal and business taxes. Each year My Tax…read moreLady, LLC gets even better making the process stress-free! Jackie and Nadia were extremely professional and provide great customer service throughout the entire filing process! The online secure portal is a great resource which allows for quick & easy access to upload all necessary documents and communicating with them virtually to complete the filing process in a timely manner. I highly recommend My Tax Lady, LLC to anyone who needs assistance filing their taxes!

I would not recommend this service. I was scheduled to have an onboarding video meeting in which I…read morewas have difficulties figuring out. They then refused to use a telephone to correct the issue. This business seems to ONLY want to do business over email. Well, I tried that. The picture below shows how many attempts I made to get my meeting rescheduled. After the fifth attempt, I FINNALY got a response saying they are now closed tor the season! Haha! The same email explained they would be back in the office on August 18th and to reach back out at that time to continue where we left off. I had no choice since they had all my original tax documents and I could not retrieve them. I waited patiently for this time to arrive. They just returned back to the office at the said time and notified me that since I missed the onboarding call on April 22 that they refused to reschedule, they are not taking on any clients. If you are a high net-worth client like myself, I would avoid this company like the plague. They are unresponsive (as shown below), they lack systems to help when a client cant get into a meeting, they have no issue lying about revisiting your tasks after their promise to do so.

Highly recommend! Terry not only provided the means to simply organize my material for a complex…read morereturn, he also completed it faster than I could have imagined. He also provided other services which I appreciated very much. While professional and competent, he is also a very kind and caring person, very easy to work with. Again, I highly recommend!