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.

Partnering with Bret Pacheco and his team is one of the best decisions I've made as an…read moreentrepreneur. His approach to Accounting and his willingness to help address challenges has brought so much more clarity and sustainability to my business.

Bret Pacheco is an outstanding CPA. His expertise and knowledge are unmatched in the region. Over…read morethe last six years I always feel that Bret and his team care deeply about the plight of my business and me personally. He has been a strong ally in the growth of my business as well as my personal wealth. I strongly recommend his services to anyone looking for help with their business or personal accounting needs.

My husband and I needed to file our taxes for the last two years. As neither of us are accountants,…read morewe needed a professional. We have used Howard before so we made an appointment. Mr. Capes had us sit at his desk as he did each return. There are lots of things to look at while you wait! Anyway, he finished quickly and gave us the estimate of what our refund would be. He doesn't charge an outrageous amount. He just does his job then you're on your way.

Would not recommend Howard Tax Service. My husband and I came back home to NC after being in New…read moreEngland for several years. Howard Tax service was recommended to us by a friend. While there everyone was certainly friendly but once I had problems with both my MA and NC tax returns it completely changed. They did not provide MA with all the docs they needed even though we had provided everything to Howard. I brought to their attention and got nowhere, and I was the one who had to call MA and get it straightened out. The worse by far was NC Howard Tax Service gave me a payment voucher for $41 so you can imagine my surprise when I received a notice from NCDOR saying I owed them an additional $1500. This was by far more serious, and I promptly brought to Wendell with Howard Tax services attention. I called no less than 8 times over the last four weeks and was told I would get a call back and as of 9/23 I have yet to receive that call. I even went into the office and spoke with Wendell last week and he assured me he would give me a call back on Saturday 9/21 because he would be in the office he also said that it was their error and Howard Tax Service would pay the penalty and interest that we now owed. You guessed it I never got that call, and I paid NCDOT this morning to avoid any additional fees being applied. I am letting everyone know do not use these guys if they make a mistake, you will be on you own. They will promise to call and own their mistake, but they will NOT follow through I know!!!! I would not have given them any stars but at a minimum you have to give one.

I called to get my W2, as my previous employer goes through them. The woman said I was rude, kept…read moreaccusing me of having an attitude, ect. So when I explained to her I wasn't blaming her and it could have been a postal error, she hung up on me. Evidently, this is the owners wife. I found this out when I called back to ask if they could simply send my W2 to me, and asked if we could be professionals about this, we're all adults. He said maybe if I had been nice, but since I was "rude" that it would "be a cold day in hell" before he gave me my W2. This isn't legal. I'm on the phone with the IRS now having to force them to get my original W2s within 10 days per law. I'm not trying to be nasty, but they WERE nasty, and completely unprofessional. Go anywhere else.

From the owner: I offer individual and corporate accounting and tax preparation. Whether you need payroll,…read morebookkeeping, tax planning, or just have a question give me a call or drop in to see me. I'll do my best to help you. I go to many of my client's businesses, so if I'm not in just leave me a message. I'll get back in touch with you soon.

Was looking for a new tax CPA and came across this website…read more The "Contact us" feature does not allow to enter any comments or questions but it has an automated appointment scheduling feature, so I scheduled an appointment for 2pm the day after next and got email and text confirmations and several reminders. I drove 25 miles and showed up 5 minutes before the scheduled time and found the place dark and the door closed. I immediately emailed and texted that I was there. Waited over 10 minutes past the appointment time but no one came so I left. Did not get any email, text or call until later that evening when I got the following weird email: "Thanks for taking the time to meet today! I really enjoyed our conversation and I'm looking forward to working with you. Please let me know if you have any additional questions! Kind regards, Alex Rankin Trailside CPA, LLC" ????? I hope Alex is OK but I cannot trust a CPA who is unable to even manage their scheduling or communication and has no backups if something unexpected happens.

Had a phone call and a phenomenal experience. All questions were answered and they went above and…read morebeyond to help me. I highly recommend!!

Very helpful. Very prompt. Very friendly. I look forward to the business relationship ahead. Thanks!read more

VERY unorganized CPA office. The receptionist has no clue whats going on- slightly rude. Took…read moreover 10-days and numerous calls to get a response from my CPA about a very immediate sales tax question. Never got a response- she simply gave me the number of the State office to call for my question. I pay a CPA to do that for me. I will be switching.

Wesley is very knowledgeable and honest and communicates very well throughout the year on any tax…read morerelated issues.

From the owner: We specialize in Fee-Only Holistic Financial Planning & Investment Management services. As a…read morefiduciary, we are legally and ethically bound to put our client's needs ahead of our own.