I am a many-years satisfied client of American IRA. They have experts to guide pre-retirement and…read morepost retirement investments. And they do it with a personal touch. Two long term employees that have been so helpful to me are Vivian C. and Edythe R. Many others have also helped with specific objectives. I recommend them for both people currently working and retirees.

I have worked with American IRA for a few years. My experience included a promised change to…read morecase-by-case transfers that never occurred, transfer instructions that did not work, difficulty reaching the appropriate staff, being asked to sign a blank document, and significant communication issues during the resignation of the account. While my experience may not be everyone's, I did not have a single positive interaction with them. I wish there were negative stars. Please look at their review on Trust Pilot: https://www.trustpilot.com/review/americanira.com 1.7 stars! All the 5 star reviews were on the same day Dec. 20th 2019, and were all "Invited". If you look at the real reviews, the average is 1 star out of 5. There are many better self-direct IRAs, same rate, much better services.

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!

I was seeking an accounting firm that was professional and knowledgeable but also personable and…read moreresponsive. Melton and Wakem provided insightful information to help with my tax planning. Any question that I have has been answered quickly and thoroughly. I feel that I am a valued customer here not just another tax filing.

We recently decided we needed an expert to help us with our taxes this year, and we were lucky to…read more"stumble" onto Adam because he's actively supports our shared community. I am filled with confidence after meeting him and discussing our needs. He asked a lot of questions to understand our challenges and our values. By the end of our first meeting, I knew he would steer us right. I look forward to relying on his obvious expertise in the tax season and beyond!

I had several life changes, including starting an LLC, last year and needed help with my more…read morecomplicated taxes. Adam was very helpful and thorough with explaining everything, maximizing my deductions, and helping me plan for the following year. He has been very supportive and knowledgable, and I would highly recommend working him.

I cannot thank Nick (Nicholas) George enough! After failing to secure health insurance for our…read moresmall business group several times due to miscommunication or other reasons with other agents/agencies, I've finally found an agent who will actually take the time to explain the process to me. After giving him an idea of what we were seeking, he gave me several options, and after I read over them, he spent about 45 minutes on the phone with me discussing pros and cons of each option. He didn't rush me, encouraged questions, and expedited my paperwork so we could get covered as soon as possible. The entire process was painless, our employees are happy, and more importantly, we are all covered with a good plan. Thanks Nick!

Nicholas George is an agent with WNC. I highly recommend not dealing with this person. The agency…read moreas a whole has not previously had problems. However this particular agents attitude and dishonesty does not make a positive impression for the agency. When addressing another agent, Suzanne Wisnowski regarding Mr. Nicholas George, there was no interest in resolving the issue with the agent. I wrote Josh Williams, owner of WNC and have had no response. My advice is to be cautious with the agents and agency. Do not assume that their agents will do everything they say they will. You will need to follow up to make sure paperwork is complete.

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!

I have the unfortunate circumstance of working with this woman through my HOA. No one I've talked…read moreto in my community likes or trusts her and I feel strongly we are worse off for her services. I've received invoices with no details except demand for payment and there's no transparency at all in the work she does. Once I asked 4 times how she arrived at a balance I owed and she could/ would not answer the question. I wouldn't recommend her based on ethics nor output. She's paid entirely too much for the questionable work performed and I expect neighbors to soon communicate their terrible experiences as well.

Genene and her team were professional and timely. I hadn't worked with an accountant to do my taxes…read morebefore, and they made everything easy and straightforward. I'll look forward to continuing to work with her in the future.

Annette has always done our taxes and any other financial services we have needed. We have used…read moreher for at least 20 years. No complaints whatsoever.