I have just spent 1/2 hour trying to talk to a person. I need to schedule at time when there is a…read morenotary. I could talk to people in Denver. I could talk to people in Phoenix. Chapel Hill office was "Dark" on a Monday morning at 9:30.

I started going there in 2014 but haven't visited in a few years. Friendly, knowledgeable staff…read more Offers privacy and pleasant surroundings.

I had some questions about my tax liabilities after some of my investments had changed. I contacted…read morePaul is Yelp! and made an appointment. We chatted for a bit about my situation, and he was able to give me good, actionable ideas on how to best manage my tax exposure.

VERY EXPENSIVE. I spent over $3k annually for tax prep and filing. I would not say my taxes were…read moreoverly complicated, and I even had a bookeeper who organized all my business documents for Paul's team. Truly as organized as one could be! Not sure if they charge based on income, and could not get an itemized receipts of charges. Would not recommend.

Several staff members have been very helpful about how to handle my work 403b and related matters.read more

Was told to go to Fidelity Southpointe for a notary at a specific time. I arrived on time and was…read moretold I needed to wait an hour for a two minute notary. While annoyed about the inconvenience, the staff at front desk was actually rude about the situation offering no apology but just that it was standard operating procedure. Horrible customary service for such a small item.

Mark Rhoades and Kelly Ward have been taking care of my money for 27 years. They are both…read moreknowledgeable and professional while at the same time giving the confidence that they care about not just your money but the person. I trust their advice and I'm confident that they are taking care of my money like they would if it was their money.

From the owner: Our experienced team serves a variety of clients, playing an important role in your inner circle…read more Whether we are providing professional investment consulting or complete financial planning, you can rely on us to take care of the big picture and the finer details with an approach that is as disciplined as it is strategic. It all starts with developing a deep understanding of your needs. From there we aim to offer personalized attention, the highest level of service with integrity, and the advocacy needed on your side of the table. Our rigorous process ensures a comprehensive plan.

Steve is the best tax guy ever! He has prepped all of my tax returns when I moved to NC and he is…read moreavailable, knowledgeable, fast, and phenomenal. We moved back to the west coast and are in search of another CPA, and nobody can compare to him. He was able to handle our taxes for multiple income properties on top of our regular jobs and maximize our return. When I had kids and went back to work he was available to help us prep and keep things to maximize our return for the following year. I never felt rushed, always felt listened to, and if I was unable to get ahold of him directly, he would return my call or email in a timely manner.

I appreciate Steve's work in helping file the taxes. Steve is knowledgeable, personable, and…read morediligent, and his staff is pleasant and efficient. He answers the questions precisely and explains clearly. I have had a positive experience for the last two years. I highly recommend Steve at Tax Center.

Great staff!!! Wonderful atmosphere! Awesome financial tips to secure your financial future! Come…read moreon in and visit! One conversation will change your life!!!

My experience with The Finance Queen was wonderful. In our…read moretime talking she went above and beyond in every aspect. She answered every question even my stupid ones. Also asked me a few that had me thinking about the future. She honest and I felt she was guiding me to succeed as a professional an as a friend. I recommend her to anyone you will be pleased she is such a lady and classy as well.