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Matthews, NC

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Premier Barter Exchange

4.0 (4 reviews)
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Sarah N Reames, CPA - Wearing the Hats You Need!

Sarah N Reames, CPA

(3 reviews)

Providence Plantation

I hired Sarah N Reames, CPA to prepare and file an amended tax return. The engagement began with an…read moreinitial consultation (charged $500) where the scope of work and expected outcome were discussed. I wasn't quoted anything but instead given an invoice that ultimately totaled around $10,000 for the amended filing. Throughout the process, communication became difficult and unclear. I had to follow up multiple times for updates, and responses were often delayed (if received at all) or lacked detail about the status of my return. When questions arose about the work performed and the fees charged, I was ignored and once finally responded, I did not feel that my concerns were addressed in a transparent or professional manner. To this day, she still never provided a break down of why the amendment was so costly. The situation escalated when I attempted to dispute certain aspects of the service and billing. Instead of working toward a resolution, I was met with legal pressure, which made the experience significantly more stressful and adversarial than expected. She decided to hire a legal team outside of her insurance so that her investment advisor license wouldn't be jeopardized through filing a claim through her insurance. Based on my experience, I would strongly recommend that anyone considering this firm clearly define scope, pricing, and communication expectations in writing upfront. My experience was costly, frustrating, and did not meet the level of service I was expecting for the price paid.

I have been getting my taxes done here for a few years. I would 100% highly recommend. Always…read moreprofessional, answers my questions and prompt. I never have had an issue or complaint.

Truliant Federal Credit Union Matthews - Matthews Amenities -Walk Up Smart ATM (accepts deposits) -Drive-thru  -Night Depository Access -Wheelchair Access

Truliant Federal Credit Union Matthews

(9 reviews)

I rarely leave reviews, but my experience with Truliant has been incredibly frustrating. My account…read morewas closed for inactivity without proper notice, and after spending hours on the phone, I still have to return to the branch in person just to resolve issues involving checks that were issued incorrectly, later canceled, and ultimately resulted in a bounced check. Despite the error being on the bank's side, there has been very little urgency or willingness from management to make the situation easy to correct. On top of that, they mishandled an auto loan that had already been paid off, continued accepting payments afterward by depositing them into savings, and negatively impacted my credit in the process. The lack of communication, accountability, and customer service has been extremely disappointing. Based on my experience, if you are considering banking with Truliant, you may want to carefully explore other options as well.

I banked with Truliant for about 2-3 years, rarely using the account as it was my local source for…read morecash, deposits, etc. Their local branches are excellent, helpful and wonderful to deal with. It could be a great bank...until you need their support. In December they alerted me to a fraudulent purchase for just under $1000. I called, confirmed it was not me and they provisionally added the credit back to my account. I provided all the information I could to backup that I did not make the purchase. In February, they removed the provisional credit and stated "no error occurred" placing the blame on me and removing $1000 from my account. I worked with their fraud team to no avail and even contacted their Sr. Management Team which placed the blame on Visa's fraud department. They had a chance to make this right and failed on multiple occasions. Never again Truliant, you failed me and I'm out $1000. Do yourself a favor and avoid this bank at all costs.

Premier Barter Exchange - financialservices - Updated October 2026

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