Sherry has done our taxs for years, when we first went to Sherry, we had went to H&R Block and…read morefailed us and we new it. They told us we would get back a little over 500, we had instilled solor panels and their were tax credits. We went to Hi Tech Tax service and after redoing our taxs, Sherry got us over 5000 plus. We have been going ever sense.

Wayne and his staff are very responsive to the needs of their clients. I'm a retired CPA, and I'm…read moreextremely pleased to have Wayne available to take care of my income tax returns, and to provide planning services.

I used this firm to prepare my taxes for 2013 and 2014. The 2013 taxes were fine but I did have…read moreproblems regarding 2014. Issues: 1) I dropped off my 2014 tax paperwork mid-March 2015 as they requested. I didn't hear anything from them before the April 15 deadline, so finally called their office in May to follow up on whether the 2014 taxes were completed, I was told that an extension was filed on my behalf with the NC DOR - it never happened and I was hounded by the DOR for months. 2) In December 2015 I received a past due invoice in the mail for preparation fees for the 2014 taxes - which I had paid the previous June when I finally picked up my completed tax paperwork. These baffling things just should not happen when dealing with competent CPAs, I've certainly never experienced any issues with a CPA before. Of course now I worry whether my 2014 returns were prepared correctly, so will likely end up paying another firm to audit my return. Although Mr. Roddy is an extremely nice gentleman, it appears his staff is incompetent. For that reason I would unfortunately have to advise to use another firm.

Alicia & her staff are consummate professionals. They have kept up with ever changing tax codes…read moreduring the pandemic, reworking returns to the client's best advantage. Highly recommend!!

I have had the pleasure of being present at presentations given by Alicia. She is articulate,…read moreinteresting and presents timely topics. At a recent speaking engagement to our FemFessionals group, I believe every last one of us learned something new and were enlightened about a few things we didn't know about before that day! It is great that someone of her caliber is willing to impart her wisdom with the rest of us non-numbers folks! Thank you Alicia!

I cannot thank Nick (Nicholas) George enough! After failing to secure health insurance for our…read moresmall business group several times due to miscommunication or other reasons with other agents/agencies, I've finally found an agent who will actually take the time to explain the process to me. After giving him an idea of what we were seeking, he gave me several options, and after I read over them, he spent about 45 minutes on the phone with me discussing pros and cons of each option. He didn't rush me, encouraged questions, and expedited my paperwork so we could get covered as soon as possible. The entire process was painless, our employees are happy, and more importantly, we are all covered with a good plan. Thanks Nick!

Nicholas George is an agent with WNC. I highly recommend not dealing with this person. The agency…read moreas a whole has not previously had problems. However this particular agents attitude and dishonesty does not make a positive impression for the agency. When addressing another agent, Suzanne Wisnowski regarding Mr. Nicholas George, there was no interest in resolving the issue with the agent. I wrote Josh Williams, owner of WNC and have had no response. My advice is to be cautious with the agents and agency. Do not assume that their agents will do everything they say they will. You will need to follow up to make sure paperwork is complete.

Dwayne has worked with me for the past four years. Prior to this, my former husband used Turbo…read moreTax for our taxes. I was constantly worried, is this right or are we getting the correct deductions? He and his staff are easy to work with and do a wonderful job.

Rick has been doing our taxes for several years and has always been responsive and fast. He has had…read moreno problem dealing with relatively complicated personal returns and has taken the time to explain anything we don't understand about tax law. Have recommended to many friends and wilp continue to!

I emailed this firm a month and a half ago requesting help with a form 706 filing later this year…read moreand income taxes for 2025 and they never responded. Not sure about their work product but definitely 1 star customer service..

Unfortunately I've had a very negative experience with the firm. I consulted with another tax…read morepreparer since I was uneasy about the service I was receiving. Fortunately the new firm was able to file an addendum and correct my return. Due to this being a several thousand dollar mistake I reached out to discuss the issue with goldsmith and was unable to reach a manager or get a response from my tax preparer. So good news I'm getting a refund, bad news I would not trust them to do your taxes.

My family has used the services of Allen Gray for more than 7 years. Allen and his staff has…read moreoffered superior customer service and quality. He has assisted in my business taxes, my personal taxes and taxes for my mother. He has always be responsive and explained any questions we have had. I highly recommend Goldsmith Molis & Gray for your accounting needs. Thank you Allen for being there for me and my family!

We have been using Platinum Group for at least the past 8 years. We first started out with their…read moreaccounting department and after a few years added their payroll services so that all our needs were met in one office. Michael Murphy and his staff have been amazing over the past 8 years and I'm more than happy to write this review and hope it inspires a new client to give them a try.

They were thorough, professional, friendly, and helpful. And, I can call them whenever I have…read morequestions about my policy. My agent, Tasha, is so knowledgable and friendly. She has all of her ducks in a row, and I am happy that I don't have to worry about this stuff anymore. Thanks, Tasha!