I originally had an appointment scheduled for Monday. I repeated my contact information three times…read moreand verified the appointment time. The staff did not appropriately document my email, I called at the time of my scheduled appointment but was rescheduled because the accountant was unavailable and double booked. Not only were they unable to properly document proper contact information but they didn't even schedule the appointment. I rescheduled the appointment for two days later, received confirmation, and then the morning of the appointment it was canceled. I will be seeking services elsewhere.

Fantastic experience. I typically do our taxes, but after moving across the country, selling a…read morehouse, and buying a house, my husband and I decided to use a professional. Crystal was well worth the cost and the wait; we highly recommend her!

Very friendly and knowledgeable. They did my tax planning and turned it around in a very short time…read moreand gave me lots of options. Highly recommended

From the owner: We are a full-service accounting firm offering tax-optimized wealth management services, licensed…read morein NC. We offer bookkeeping, payroll, Quickbooks and tax services for business owners, families and independent professionals. We are experienced, good listeners, and value long-term relationships. We have special expertise in real estate.

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..

Rick is a great accountant! Fast and thorough! Excellent communication and helpful advice. Highly…read morerecommend!

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!

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!

Drop taxes off last of January..STILL DON'T HAVE THEM.. Marie Young would have had them done weeks…read moreago.

PLEASE READ THIS WARNING BEFORE YOU DECIDE TO DEAL WITH THIS COMPANY!…read more I decided to ask this company to do our taxes last year against the warnings of several friends and I am writing to prevent anyone else from making the same mistake. After submitting what I thought to be all of my information before April 15, my last correspondence with them was April 16, asking one final question. The reality was that this company did not do my taxes on time, did not suggest an extension, and I found out toward the end of 2014 that my taxes had not been submitted. I had no idea. After not receiving a refund or notice that I owed any money, I began to call and email the company without any response. My taxes were finally submitted on September 25 and I was hit with a penalty and a change in my status with the IRS. I had no idea that they had not been submitted on April 15. Upon becoming aware of the reality of the situation, I was misinformed about the impact this would have regarding my standing with the IRS. Mistakes happen, and I tried to find a solution with the principal of the company's son. As we discussed this blunder and tried to peaceably resolve the situation, he antagonized me with a comment, "Oh, I'm sorry, I didn't know you were an expert on the IRS". All I was seeking was closure. I went to the principal to try and find someone to deal professionally with me. After a conversation I emailed to ask him to attempt to rectify the situation and he did not respond. I am going to file an official complaint with the IRS and I strongly recommend that you do not deal with Accounting "Professionals". There are many other services in town; please find one that will be honest, admit to their mistakes, respond to phone calls or emails, not antagonize you, and actually do what you hire them to do. I can't believe this company stays in business with such practices and lack of accountability.

Imagine a customer of 6+ years, receiving a formal notice (without warning) that my personal,…read mores-corp, and non-profit tax would no longer be handled by Peridot. Supposedly because of two unfixed tax returns from 2024. I hired this company because of their non-corporate approach. John Michael was well aware that in 2023-2024: (a) I was the primary caretaker of my mother battling terminal cancer,(b) our family incurred significant losses due to hurricane Helene, (c) because of the local economy I have been forced to work out of town most of the time and (d) fell victim to a brokerage firm fraud scam. If you are looking for a tax accounting firm that cares about their customers, I suggest looking elsewhere.

I had extensive amount of past tax debt, and I was able to hire Melissa Doran from Peridot…read moreConsulting. From our initial consultation to now, I have been most impressed with her knowledge and follow through. She has been more than efficient for me, and she has relieved a lot of stress for me. I will now use her for all of my future tax years! Thank you, Melissa!