Rick Bowlin and his associates are very knowledgeable and experienced CPA's. The office is very…read morefriendly and easy to make appointments. Taxes are done in a timely manner and Rick and Holly are always there to answer any questions and to give you the most informed information and financial advice. Love working with companies located in smaller cities! Just seems so personal compared to large corporations!! Thank you for always taking your time to speak to me. Much appreciated!

Rick Bowlin and all of his associates are, as far as my wife and I are concerned, are the Best…read more Always very professional and courteous. We were at one point, living in Tennessee and found Rick after researching all the financial ads we can find.....talk about luck. We have moved out of state since and currently live in Florida and have a part-time residence in North Carolina...and we STILL go to Rick Bowlin for all of our financial needs.

Thanks to Yelp for helping me find Lauren. I am an artist and the growth of my business has led me…read moreto hire a book keeper. I was worried about finding someone I feel comfortable with, so I have been delighted and relieved to feel I can completely trust Lauren. She is reliable, competent, and an excellent communicator. I feel like I am in good hands and find her advice to be helpful and instructive. I am so happy to have found her.

Fantastic service ! Lauren is a true professional. She doesn't miss a beat. Very intelligent woman…read moreand trustworthy. My trust is not easily won ; but she managed to acquire it. One the most beneficial things about her is that she saves me money through; her diligence, hard work and tenacity. She loves what she does and frankly; to Love what you do and be good at it are synonymous. I would give 6 stars but unfortunately it's not an option.

Very friendly and knowledgeable. They did my tax planning and turned it around in a very short time…read moreand gave me lots of options. Highly recommended

From the owner: We are a full-service accounting firm offering tax-optimized wealth management services, licensed…read morein NC. We offer bookkeeping, payroll, Quickbooks and tax services for business owners, families and independent professionals. We are experienced, good listeners, and value long-term relationships. We have special expertise in real estate.

As a rebuttal to Todd's comment please see my screenshot from my personal taxes proving things were…read morefiled late and I indeed paid a penalty. As for the error, in the taxes, I have provided screenshots of emails between myself and Mary. Moral of the story do not use these CPAs, as proof by Todd's lying below and unwillingness to make things right when customers have been wronged. I used Culpepper for three years and will not be returning. The first year was excellent, but my experience declined sharply after that. In the second year, communication with Mary became difficult, she was hard to reach and frequently offered excuses for delays. Our taxes are somewhat complex, and I expect extensions, which was the case for both 2023 and 2024. In 2023, despite poor communication, we finalized our taxes shortly after the deadline, so I let it go. 2024, however, was unacceptable. Mary prepared both our business and personal taxes. While working on our personal return, almost a month later, she discovered an error in the business return and attempted to blame me, claiming I hadn't communicated a change. That change was clearly included in the information sheet we provide every year. She eventually corrected the mistake at no charge, but only after deflecting responsibility. Meanwhile, weeks went by between responses, filled with the same excuses as the prior year. She didn't file our taxes until July, over three months past the deadline. I paid the bill but raised no further complaint at the time. Later, my husband called to give them an opportunity to make things right after they charged us an exorbitant fee for both returns, plus penalties from the late filing. Instead of addressing our concerns, they refused to let us speak with anyone other than Mary. She repeatedly placed blame on me and insisted she had done her due diligence, despite the fact that I had documented the gaps in communication with a clear timeline. Nothing was resolved. Because of this, I will no longer use Culpepper and strongly caution others against doing so.

Very professional and great communication. I would highly recommend their services. They handled…read moremy personal income taxes and made everything extremely easy and they are well versed on all the new changes in tax law over the last few years.

Went there today & it was lunchtime & a holiday weekend & they only had 2 ppl workingread more

I don't personally bank here, but recently 2 separate rejection letters from US Bank with different…read moredates and reference numbers, were put into my mailbox. Both had my address but were for someone I don't even know. Naturally Im concerned that someone may be using my address to obtain credit so i called the number on the letter. I was on hold for an hour so i decided to just contact our local branch directly in Newport, Tn. The lady i spoke to at this location actually told me that the person addressed on the letter does not bank there but that she knows him and doesn't believe he would do anything like that. She then proceeds to tell me i should take the letters to the post office because they must have delivered them to the wrong address. I tried to explain that it is clearly my address on the letters and that the post office would just put them right back in my mailbox, but she continued to insist that i must be mistaken somehow and that there is nothing she could do for me. Now I'm currently on hold again (an hour and 30 minutes at this point) with the main US Bank customer service line with noone available or willing to help me with a possible fraud claim.

I called Millstone Accounting Service to ask them about some accounting services and assistance…read morewith taxes on my newly started business. The gentleman on the phone was friendly, I had told him my reason for calling and he asked me to hold while he asked the boss to see if they could assist me. Upon the gentleman's return to the phone, he told me the boss stated that they did not have enough time to assist me with my problems. No attempt to set up a future appoint nor offer any additional help to the situation. I normally don't leave reviews and this may be one of the only ones I have ever written. However, for some reason this really just felt like a kick out the door.

From the owner: Accountants at Morristown Booking have an upbeat and approachable attitude when it comes to…read moreaccounting. We make accounting easier and faster, and we're here to give you insight about what you should expect from your accountant. We walk, talk, sleep, eat and breathe QuickBooks. Our QuickBooks training course comes with the first hour FREE! We do clean-up, setup, training and accounting analysis, and we offer one-on-one services via web conference or in person. We make it easy for you to understand your accounting, and our professional guidance and training can empower you to Do-It-Yourself. If you 'can't be bothered' with the details, we offer on-site or off-site bookkeeping and payroll services. Let our skilled accountants do all the work, and provide YOU with the results.