Mr. McConnaughy was hired to represent me in a tax matter with the IRS. His brother Don…read moreMcConnaughy was the salesperson that took my call after finding their website on the internet. Don stated that once I paid the initial payment of $1,295 and they received my paperwork they would contact the IRS and begin work on my case immediately to stop further action by the IRS. I received the enormous amount of paperwork which took a while to complete and returned it to them. I accidentally miscalculated the amount of postage necessary and it was returned. I contacted William McConnaughy several times about the package and it's whereabouts, he was extremely impersonal and almost rude. He emailed the information again to print fill out and return and I did so. Upon receiving the paperwork he stated that he would not continue work on my case until another payment was made. AT THIS POINT he hadn't done ANY work on my case. It is now 30 days later and my situation with the IRS is critical, he is well aware and refuses to help. I told him I wanted my payment back as I have found another attorney here in Charlotte, NC and want to use him. I told him I do not trust him any longer and have no confidence in his ability to help my situation. I feel he is now using our payment agreement to extort money out of me and just want to cut ties with him and his firm. His responses to me have been threatening after informing him that I would be leaving negative reviews for him and contacting the BBB. This is after I offered to let him keep $100 for the trouble although he deserves nothing.

this company is terrible. i called a few months back and the owner william is a complete **** he…read morewas extremely rude and i suggest staying far far away.

Trying calling the number listed and see what you get. I can't get anyone to answer or call back on…read moremy insurance. To make it worse, calling the insurance carrier directly doesn't work because they say business has to go through the broker. Wouldn't it be novel if there was an actual store front and people actually available?

Bryan and Rodney with Kelly Miller are hands down the best brokers you can work with in the…read moreinsurance department. They've gone above and beyond anything and everything we've asked of them. I had no idea what I needed when starting our new business venture but I knew I needed insurance. They have personalized every step and made the process of getting me everything I need for my business so easy. Huge huge shoutout to their team out here in Loomis! Thank you guys!!

Kathleen Schwartz Platz left my taxes undone in mid-June; she was incredible unprofessional with…read moreme. Despite sending all the requested documents multiple times and attempting to clarify any missing items, she unexpectedly canceled the contract. Her behavior appears unprofessional and inconsiderate. I called her but she never called back or explained what documents were missing. It's perplexing that she continues to operate in this manner.

I had the misfortune to deal with Mrs Schwartz this afternoon. I called with a simple question,…read moreasked to make an appointment with the understanding that anything past 30 minutes was charged time, totally fine with paying for services. After a few minutes of scheduling with the receptionist the phone was transferred over to Mrs Schwartz who began taking my information. I was quickly bombarded with questionable ethical violations and a snide demeanor that ended with a quick disconnection of the line. While her staff are more than accommodating, Mrs Schwartz's lack of ethical and professional standards lead me to wonder how she's still in business.

Gary is thorough. And it is this that gets you the best offer for insurance coverage with Farmers…read more You can voice him all your concerns and he will answer the best he can - in layman's terms. And he will also find items that need coverage that you think you may not need or simply missed. Gary is approachable. Any time you have insurance concerns, give him a call, send him a text message or email, and he does his best to get back to you promptly. An all-around nice guy. If you have the need for insurance, give Gary a try...

From the start, Kathy was very attentive, informative and responsive. She communicated quickly via…read moreemail and texts. She was so accommodating and willing to make an in person appt at her home office to discuss things with us. She was able to file back taxes and current taxes for us in a flash! Her pricing is very affordable as well. Thanks to her, we are going to be receiving a surprisingly large return, especially since we planned to pay taxes instead. Ty Kathy for your help. Highly recommend!!

I'm so pleased with how easy Kathryn made doing taxes this year. I sent everything she needed via…read moreemail attachment and she messaged me if she had any questions. She's very knowledgeable and thorough and reasonably priced.

Just days before filing deadline, Usman Arshad said we needed an attorney to figure certain…read moredeductions (I'm an attorney). I informed him that we as attorneys go to the CPA, not the other way around. Two days later he told me he was just going to file the returns with seriously wrong information on them, and we would amend them later, because he did not have enough time to do them the right way. I refused, and he sent us a termination letter, leaving us to do our own return just four days before the deadline. We did our own return and found that on the previous year, Usman had vastly incorrect information, as if he made it out of thin air, increasing our tax liability for 2023. He is the worst accountant I have experienced in over 30 years of law practice. Do not recommend.

Usman has been one of the best accountants that I have ever worked with. He is very detail oriented…read moreand extremely helpful. He helped me with my back taxes and organizing my future business ventures, I highly recommend him, and his business! .

I found P3 looking online for help filing my taxes last minute for 2021 tax return. He came to my…read morehouse and patiently went through everything right then. My entire tax return was completed at that time and I was able to get my taxes filed before he left my home. Very knowledgeable, very honest, and efficient. I will be calling to set an appointment to have P3 file my taxes at the beginning of January 2023 to file my 2022 taxes filed by this preparer. I'm 67 y.o. and know he will do his very best to help me. I recommend P3 Tax services to all tax filers. I've never felt so comfortable with any other Tax filing services in 49 years of filing my taxes. His fee is more than fair and affordable. Trust me!

Our tax person retired and after 25 years of him doing our taxes, we were at a loss. In searching…read moreI contacted some larger tax firms and they wanted payment up front and were very impersonal. I wanted someone who cared and had integrity, to fill the void of our small town-feel accountant and Mark was the guy! He came to our house, was flexible, knowledgeable, efficient, easy to work with, and had very fair pricing. We highly recommend Mark and P3 tax services. He will be our go to from now on.