I was in an investment time crunch and had to make a decision fairly quickly. I was surprised and…read morerelieved when I seen John was open past 5 pm. Being able to ask my question over the phone and getting a straight answer was amazing. I have talked to other CPA's in the past and find many don't take the time to explain, they rather just do. I strongly recommend John to provide his services to you.

We've used Scott for 4 years now. He and his whole office are fantastic! I would not hesitate to…read morerecommend to family and friends. Scott is the most enthusiastic and passionate tax professional I have ever met. He has answered all of our questions thoroughly so that we understand for both personal and business. Personally, I have never had an issue reaching Scott to discuss something or any of his colleagues via phone or email. That being said, if it is Jan - May I only ask time sensitive questions where I need an immediate answer or are pertinent to our current tax filing. If there are any other items I want to clarify or talk through something with him, I wait until it is not tax season to pick his brain. He is proactive in filing for an extension should one be needed. We've used him to file in multiple states or just NC/federal and he has done a great job. Knock on wood we've never had an issue and feel very confident with his guidance, advice, prep and review methods. Additionally, the person he referred me to to teach me quickbooks was INCREDIBLY knowledgeable and helped me learn quickbooks from the ground up. She is always available if I reach out with a query. Overall 10 out of 10 and we will continue to use Scott.

Mary at the front desk was rude and dismissive. This business isn't accepting new clients as of now…read moreanyway. Mary hung up on me as I was trying to ask a follow up question. My subsequent call went unanswered.

2024: Steven is great to deal with. This was the first time using his services and did a nice job…read moreon our taxes and had patience with us as we waited out a K-1 for a while and had to do an extension. He is fairly priced, and I liked doing as much as possible electronically. Plan to use his expertise for next tax season and beyond. 2025: We used his services again for our 2024 taxes and did a great job. Very reasonable priced and happy with how he set things up.

I usually use the do it yourself tax filing and I needed a CPA this year due to a change in…read morecircumstance. I googled local CPA's and Steven's name returned and I requested a phone consult. He quickly returned my call and talked to me regarding my situation. I am so pleased with his promptness, expertise and guidance. I highly recommend Steven for all your CPA needs.

Absolutely the WORST TAX experience of our lives. They lost our file temporarily than proceeded to…read morereschedule. Noticed on two occasions Carol snapping at downtrodden employees who seemed fearful of her. Toxic boss apparently!

Charlotte Friends, DO NOT go to Carol Reithmiller CPA or…read morehttp://www.ladycpa.com/ for your Taxes or Accounting needs. This place is a SCAM! We signed up on the Dave Ramsey website for a FREE review of my taxes. They put all my information in the computer and came up with an absurd number which I knew was incorrect. One look at each other and we left deciding NOT to do my taxes with them. Then we got a bill for $669!!! No rates or fees were ever discussed becuase it was a FREE consult and because we had never decided to actually use their services. We wrote them that we had never decided to do our taxes there and that we would have never agreed to $669 anyways. So much for a FREE consult! Who would pay $669 for a tax return anyway? Writing the Dave Ramsey website, all the Review Sites and the BBB.

I would give this place no star if that was an option…read more We had a horrible experience and we were treated poorly by the owner. This tax service is not worth your time or hard earned money. I would highly suggest you look for another option!

I would recommend you avoid this place. I was looking for a…read morelocally owned business to take care of a simple straightforward 1040 personal return. I went here and my return was prepared by Ginger. Shortly after the return was filed, I had a question about the return and had to go back to have her complete an amended return. After a few weeks, I got a letter from the IRS indicating I owed MORE money. When I called them I learned Ginger was no longer there. I spoke to Michael Chase. He reviewed my documents and insisted everything was in order. I paid, the additional amount owed and then a few weeks later, another letter arrived indicating I owed more still. I contacted Mr Chase again and he suggested I get in contact with the IRS. I decided to consult a CPA who specializes in TAX who contacted the IRS. It turns out the amended return was never filed. Never any follow-up from Mr Chase, never an apology.

Mary very courteously explained that they usually deal with more complicated tax situations than…read moremine and referred me to another professional who she felt would be better suited to my needs. I thought that was very nice that she took the time to talk with me and had another resource available for me. I would recommend her to anyone just because of the personal attention she offered for someone just calling in for information. Thank you Mary.

Curtis is the best he has done my taxes for the last 16 years and I have always been very satisfiedread more

At first super friendly and responsive. Very expensive and as time rolled on not so responsive and…read morevery liberal. That's fine but not relevant. I went so far as to apologize for my position and comments and got zero response. Total lack of respect and holier than thou attitude ruined it. There are other (better) choices so please choose wisely.

Thank you so much for your help with our situation with the Internal Revenue Service. I had…read moreprepared and paid my taxes correctly each year, but the tax service I used for 4 years did not file them properly. Instead of penalizing my tax service, the IRS penalized me, even though I filed and paid my taxes every year. Originally, I considered hiring a Tax Resolution Service to represent me. But, after reading reviews for those companies, it appeared to me that many of their clients were simply trying to reduce their tax debt. In my case, I had done everything right, and I did not want to be labeled or looked at as someone who was just wanting to have their taxes reduced. I wanted the fines eliminated!!! At first, I tried to explain my situation on my own to the IRS. They denied my request the first time to eliminate my fines, as they said that even though I used a tax service to prepare my taxes, the results were still my responsibility. Finally, I hired this law firm to represent me in an appeal. I have no idea how you explained the situation better than I did, but I just received letters from the Internal Revenue Service stating that my account for those years was settled and paid in full. Thank you!!!! Thank you!!! Thank you!!!! I was facing around $15,000.00 in fines, and those fines were settled with the work you did representing me. I hope many people read my review and see what you could possibly do for them Sincerely: Danny Smith Statesville, NC

Jason and Team did a great job of managing our mortgage loan modification and assisted my wife and…read moreI in getting better terms with our lender. Terms that will likely make our long term situation better. His team utilized their existing relationships with my lender to speed up an otherwise bureaucratic process to make the process easier and with a result.