Imagine a customer of 6+ years, receiving a formal notice (without warning) that my personal,…read mores-corp, and non-profit tax would no longer be handled by Peridot. Supposedly because of two unfixed tax returns from 2024. I hired this company because of their non-corporate approach. John Michael was well aware that in 2023-2024: (a) I was the primary caretaker of my mother battling terminal cancer,(b) our family incurred significant losses due to hurricane Helene, (c) because of the local economy I have been forced to work out of town most of the time and (d) fell victim to a brokerage firm fraud scam. If you are looking for a tax accounting firm that cares about their customers, I suggest looking elsewhere.

I had extensive amount of past tax debt, and I was able to hire Melissa Doran from Peridot…read moreConsulting. From our initial consultation to now, I have been most impressed with her knowledge and follow through. She has been more than efficient for me, and she has relieved a lot of stress for me. I will now use her for all of my future tax years! Thank you, Melissa!

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!

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.

We have been using Platinum Group for at least the past 8 years. We first started out with their…read moreaccounting department and after a few years added their payroll services so that all our needs were met in one office. Michael Murphy and his staff have been amazing over the past 8 years and I'm more than happy to write this review and hope it inspires a new client to give them a try.

They were thorough, professional, friendly, and helpful. And, I can call them whenever I have…read morequestions about my policy. My agent, Tasha, is so knowledgable and friendly. She has all of her ducks in a row, and I am happy that I don't have to worry about this stuff anymore. Thanks, Tasha!

Alicia & her staff are consummate professionals. They have kept up with ever changing tax codes…read moreduring the pandemic, reworking returns to the client's best advantage. Highly recommend!!

I have had the pleasure of being present at presentations given by Alicia. She is articulate,…read moreinteresting and presents timely topics. At a recent speaking engagement to our FemFessionals group, I believe every last one of us learned something new and were enlightened about a few things we didn't know about before that day! It is great that someone of her caliber is willing to impart her wisdom with the rest of us non-numbers folks! Thank you Alicia!

Wayne and his staff are very responsive to the needs of their clients. I'm a retired CPA, and I'm…read moreextremely pleased to have Wayne available to take care of my income tax returns, and to provide planning services.

I used this firm to prepare my taxes for 2013 and 2014. The 2013 taxes were fine but I did have…read moreproblems regarding 2014. Issues: 1) I dropped off my 2014 tax paperwork mid-March 2015 as they requested. I didn't hear anything from them before the April 15 deadline, so finally called their office in May to follow up on whether the 2014 taxes were completed, I was told that an extension was filed on my behalf with the NC DOR - it never happened and I was hounded by the DOR for months. 2) In December 2015 I received a past due invoice in the mail for preparation fees for the 2014 taxes - which I had paid the previous June when I finally picked up my completed tax paperwork. These baffling things just should not happen when dealing with competent CPAs, I've certainly never experienced any issues with a CPA before. Of course now I worry whether my 2014 returns were prepared correctly, so will likely end up paying another firm to audit my return. Although Mr. Roddy is an extremely nice gentleman, it appears his staff is incompetent. For that reason I would unfortunately have to advise to use another firm.

I have been a customer of American IRA and through the years I have…read morebeen impressed with their courteous customer service. Michelle Rubio has helped insure my recent sale of a condo went smoothly and I appreciate her help. Viveane Klein has always helped me with various questions regarding my IRA investment and is a wonderful customer service representative. Also, Tesean Jones in Transactions is a pleasure to speak with and is there to help with questions regarding my account. I recommend American IRA because of these people.

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.

Great firm. Very nice and courteous. They review and get things right, and CARE about their…read morecustomers. We found them through Dave Ramsey's Website (an ELP) and we are so thankful we did. I would give 10 Stars if I could.