We started working with a new tax guy last year, and he was great, everything we were looking for, but he closed his business and forwarded us to Dana. She is humble, fun, patient, flexible, personable, relatable, understanding, and very knowledgeable. She does not limit herself to just tax stuff. She has given us guidance (and referrals) for everything related to mortgage, end-of-life planning, small business guidance, and more. Her advice has helped us immensely. She genuinely cares about her clients and their well-being. I could not ask for a better person to work with. I am so thankful for the way she is not afraid to make those wise mentor type of life recommendations. Dana, I so appreciate you! On top of everything, she is so patient when we have had to bring our baby and now toddler in, be it by us taking turns or having him with us in the office. She was more than just patient. She made us and him feel loved and right at home. You won't find a more genuine, sincere person. Her office staff is friendly and helpful as well. read more

I had my taxes done and was specific I had filed an extension... I was asked to pay in June and did so and advised I would pick them up just had a lot going on and again I had filed an extension. Well, my taxes were filed without my consent electronically on 6/15 which I then found out with letters from the state and IRS I was now in default of previous payment plans.. when I called Exclusive to enquire what had happened I heard, oh the documents were in my bin to file so I just filed.. and now I'm left to figure it all out because the hours the tax preparer (I won't add her name) is having to take to call IRS and she never phoned the state (or I was told she tried) is extreme obviously and it's my fault I guess because I did owe taxes from past years I have been paying. I received a deflecting email a week ago and all I've asked for is a refund and my 2023 taxes.. a week went by so I emailed asking for both then was only advised to retrieve the tax documents from their portal and I'm not sure how to do that when they are not there only 2022 is there. I emailed back and no reply. Please know if you're thinking about using Exclusive on Huguenot Rd ... you may wish to use someone who can actually say they messed up and they are sorry and how can I make this right instead of excuses and sending me on a wild goose chase for tax documents not even uploaded yet although they can file without my consent. read more

Everyone was extremely professional and had my taxes completed in a timely fashion. Their professionalism and customer service sets them apart from everyone else! If I could leave a 6 star review I most certainly would! A+ read more