Branch mixed up documents between at least 3 customers. When we got home it was discovered there…read morewere documents missing from the folder and then additionally someone else's documents inside. That other customer later checked their own folder and confirmed that they in fact had a third person's documents mixed into their folder. Documents included PII (i.e. SSN, name, address, financial institution, account balances etc). As soon as we discovered the data breach we returned to the office with the folder immediately. Branch could not locate the missing documents and had to reprint them, but then also expect us to believe they did not mishandle them. The receptionist stated that the documents got "mixed up on the printer." I would not trust them with you or your loved ones' personal info. Staff was extremely unprofessional and refused to provide any written confirmation of an incident or case opened despite several requests over 3 days and multiple visits to the office to ask to speak to a manager or supervisor. A refund was issued, but that's is a customer-service gesture and does not address the major data privacy issue at hand. When I repeatedly asked for written documentation of the branch reporting the data breach, the branch just kept repeating that they refunded the money. That is irrelevant. Branch refused to provide me with contact info for anyone above the branch or in compliance/data policy. I've opened a case with the H&R Block corporate number and also filed a preparer complaint with the IRS for mishandling documents.

They were very professional and so helpful. They were on time which I appreciated and we finished…read morewithin our hour.

Amazing service. I had a complex tax situation after relocating from out of state, and they handled…read moreit with knowledge and professionalism. I couldn't have asked for better results. I absolutely recommend this company.

When your doing complicated taxes, you need a trustworthy CPA. Randy Welborn is your man. Bayshore…read morespecializes in tax for small business. But what you get is an experienced tax professional that understands complicated tax law with multi-state experience. Randy and team are a gem hidden in little old Mooresville. We'll be long-time customers!

John has prepared my taxes for 3 years now and I am highly satisfied with all aspects of his work…read more When you meet with him, you can tell how detail oriented he is and that he is well prepared. If I ask him something he doesn't have the answer for, he is prompt in following up and thorough in his response. Whether it be personal or corporate tax preparation, or solely financial planning, I highly recommend him to my friends and family.

I used to do my taxes on TurboTax. My husband's company issues him RSUs. There never seemed to be…read morean area in TT that addresses RSUs and yet I did my taxes for the next 2 years. By the 3rd year I really felt things were amiss. We owed the IRS so much by tax time so I went to seek out a professional. I was specifically looking for an enrolled agent. They specialize in taxation. Isn't that the best person you can get to do your taxes? I certainly believe so. I found John Rumbold and after the initial consultation, my first impression was that this man knows what he is doing. I gladly handed over my current and past filed taxes and he went to work correcting back to 2013. It resulted in a big refund back from the IRS for all those years of wrongly filed taxes and over payment. John will be preparing my taxes from here on. Professional and efficient. Knowledgeable and thorough. Easy to talk to and you can learn a lot. Most importantly, quality work.

Randy Welborn helped me so much with my tax problems. I couldn't have picked a better…read moreperson/company to help me. I was so far in over my head with tax problems. I had given up hope that I would ever find the right people to help me. Then I found Randy Welborn with Tax Help Advisors. After my first visit with Randy, I felt a complete sense of relief; as if a huge burden had been lifted from my shoulders. I knew he was going to help me. I finally started sleeping again at night. Everyone in their office was so friendly and inviting. I would, and have, recommended them to everyone I know.

From the owner: Tax Help Advisors, LLC is your local tax resolution firm. Our licensed CPA's and Certified Tax…read moreResolution Specialists live and work in North Carolina. You don't need to hire a firm thousands of miles away when you can meet with us locally, face-to-face. We handle all types of IRS and state tax problems - Wage garnishments, audits, back taxes, Offer in Compromise and payroll tax problems.

OK first off, I called Dave randomly out of frustration because I could not get in touch with the…read moreIRS directly to ask them some questions about missing tax returns that I had filed, and somehow had ended up missing at the IRS... On tax day April 18, 2022, not only did David answer the phone, but answered every one of my questions. To me that says volumes to his desire and willingness to help anyone in a tax situation. I am storing his phone number in my phone and I will be using him next year, as he has proven with just a single phone call he will take care of my tax needs very well.

From the owner: As your personal Davidson, NC Accounting service, Integrated Bookkeeping & Tax Services manages…read moreyour business and financial responsibilities as though they were our own.

I explained to the woman that I was limited on funds and so I didn't want to pay a lot for their…read moreservice. She said she had no control over that (lie) She was the office manager and had the power to discount. The former office manager who I always dealt with before she retired told me so. Anyway I get told it is based on the forms needed is what she told me. Then changed me almost double what I had paid last year. I told her that the only reason she was getting my business is because I don't have time to find another place. All she said was I unstood and she couldn't do anything about it. It wasn't her choice what to charge. Which was another lie. I told her I was done and I would be back. They will never get another dime from me. I have never written a review of anyplace but I was taken advantage of and I want everyone to know how I was treated.

I will never use this tax service again. They charged five times more than my previous preparer…read more(another state) and made a huge mistake. They claim to guarantee accuracy, but when I requested my fee returned, all I got was one story after another. This office is located on Plaza Drive, perhaps other locations are different. JS