We have been using Martin Halloran for years. We have a very complex return as we have been…read morepartners in several businesses and are now retired. They are still complex. He has also given us excellent advice to help us save further. I moved from North Carolina to Tenn and still us him annually. He is an honest and credible man. I would never go to anyone else as he is someone you can trust. I always feel for the work he does that he does not charge enough. There are not enough stars... they need to add an additional stars and he is what I would rate as excellent. ******** Debbi and Chris Carroll

I would steer clear of this firm! Their website states that they strive for professionalism and…read moretaking the guess work out of financial planning. HA HA I think not!. It is now October and I am still waiting for my tax return with no help from Marty. He tells me that sometimes we just have to wait. How long do I need to wait?!?! Apparently, I need to wait until next April 15. I was then told that he can not contact them because he does not have power of attorney for me. So on June 30, 2011 I gave him POA. I have the email right in front of me. Two days ago when I called him about the status of my money he said that he couldn't talk to them for me because he didn't have POA for me. WHAT DID I GIVE HIM IN JUNE?!?!?!?! Apparently, my issues or account are of no real concern to him. A direct quote from his website: "Unlike some tax preparers, we are open year round, ready to assist our clients with whatever issues may arise. We strive for a personal touch in our business, offering face to face meetings and consultations. Our goal is to make sure our client understands how income taxes and accounting methods affect their personal and business life." His total lack of interest into my tax issue shows me that he has no real concern as to how my personal life has been affected. I have received no updates, no emails, no phone calls, not one thing from him. I am the one always calling him to check the status. If he really cared he would be finishing the job that I payed him to do.

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.

Excellent wealth management firm that provides attentive detail to client's needs.read more

From the owner: Cornerstone Wealth is a wealth management firm that offers comprehensive advice to individuals,…read morefamilies, and businesses using a team-based approach. Our advisors and professional staff share a passion for helping others pursue their goals. Our unwavering commitment to independent advice, transparency, and accountability fosters client relationships which last for generations.

Kevin has been our CPA for over 5 years and we would definitely recommend him. He does both our…read morebusiness and personal taxes and is great to work with! Friendly, professional and is just a lovely person in general!

Kevin and his team are great. Always dependable and very responsive. More than taxes, he helped us…read morewith business setup and structure decisions.