I switched to Mary Apple about fifteen years ago. She has been easy to work with, fair, very…read moreknowledgeable, and very reasonable. Previously my brother and I used a Richmond firm to handle a charitable trust and Mary's fee for the annual report was less than one-half of the charge of the Richmond Company. Recommend her highly.

Excellent accountant. Very helpful, knowledgable about the law, accounting & taxes, friendly…read more Highly recommend.

I needed an accountant for our business. Adi was very responsive when we first contacted him. We…read morehave worked with Adi for over a year. He continues to have outstanding customer service and is always patient and kind. He is easy to contact and is prompt in returning emails, phone calls and text messages. If you have a question, he always gives you an answer and makes sure you understand. I highly recommend Adi Mahajan CPA Tax and QB Guru 252-352-5161

I've used Mr. Hardi for my tax services since I moved to NC 5 years ago. He does a great job and…read moreknows his trade well which means a better refund for you and more importantly a properly done return so you won't run in to trouble if audited. I've referred many friends and family to James and they've used him and continued to do so.

Mark Vitek, CPA, responded quickly to my request and scheduled an appointment for the very next…read moreday. His recommendation for deductions saved us a lot of money last year. He is reviewing my books every quarter now and I know we are in good hands. I would not hesitate to recommend his firm to anyone looking for a CPA.

I have had insurance with this agency about 20 years and they have always been on point with…read moreservice and help. Thanks guys

Maria is a fantastic person and financial advisor. She helped my husband and I set up life…read moreinsurance. She's very kind, thorough, and a great listener. Thinking about Life Insurance isn't fun, but Maria made it feel seamless.

The Rosewood Wealth Management team has been a real asset to our retirement planning,We made the…read moreright decision when we met with John 2 years before my retirement.I really had not considered Wealth Management before we met our my eyes were opened when I understood all the things required for a healthy retirement plan.Along the way John has made suggestions that put us in a comfort zone as we move forward,Thanks John. Jesse Jr. and Janis Basnight

The People make this place such a friendly environment…read more I have many anxieties being a disabled Veteran, but thanks to the Professional Staff and Representatives, that has all been removed. I look forward to many years of service with them.

Once again the team of Muarry Moyer, PLLC had proved outstanding service to my tax situation!!! Not…read moreonly did they proved outstanding counseling, and resolved my back taxes issues, but their tax account department who prepared my 2024 taxes were outstanding!!! Justin, Ms. Gwen, and Mike have been simply amazing, and outstanding!!! I will always use them for all my tax needs, and ensure that my family members will also!!! Once again thank you for your caring and supportive assistanced... Outstanding service and great company who truly care about their clients!!! George W Franklin