Called and made an appointment to have my taxes done and they made the process super easy. The tax…read morepreparer and staff at ABC were super friendly and knowledgeable and answered all my questions. I felt like their fees were reasonable and liked that they offered extended hours. I would definitely recommend them and plan on coming back again next year.

Could not be more pleased with the service I received at ABC Tax Services. Yes, I too waited 3…read morehours, but those ladies work themselves to death trying to fit everyone in and satisfy everyone. I was referred by my father-in-law and was told it was the best place to go. He was spot on. Marilyn was so sweet. She was so thorough, and completed our taxes in a timely manner. She was beyond a pleasure to work with. It's very unfortunate that some of these other reviewers can't have any grace in understanding how tiring and stressful it must be to only have 2 CPAs during tax season. They both work 6 (sometimes 7) days a week, and rarely get home before 10pm. Yes, I learned all of this in the short time I sat with Marilyn. I also learned a little about her family, because she's one of the most personable people I've met in a while. She makes sure everyone feels welcome in her office, even if they have to wait 2-3 hours. I'll be back for sure!

John has prepared my taxes for 3 years now and I am highly satisfied with all aspects of his work…read more When you meet with him, you can tell how detail oriented he is and that he is well prepared. If I ask him something he doesn't have the answer for, he is prompt in following up and thorough in his response. Whether it be personal or corporate tax preparation, or solely financial planning, I highly recommend him to my friends and family.

I used to do my taxes on TurboTax. My husband's company issues him RSUs. There never seemed to be…read morean area in TT that addresses RSUs and yet I did my taxes for the next 2 years. By the 3rd year I really felt things were amiss. We owed the IRS so much by tax time so I went to seek out a professional. I was specifically looking for an enrolled agent. They specialize in taxation. Isn't that the best person you can get to do your taxes? I certainly believe so. I found John Rumbold and after the initial consultation, my first impression was that this man knows what he is doing. I gladly handed over my current and past filed taxes and he went to work correcting back to 2013. It resulted in a big refund back from the IRS for all those years of wrongly filed taxes and over payment. John will be preparing my taxes from here on. Professional and efficient. Knowledgeable and thorough. Easy to talk to and you can learn a lot. Most importantly, quality work.

In 2024, Susan Gordon Lee, CPA, was recommended as a local expert based on my needs (W-2, small…read morebusiness, and additional assets & liabilities). Susan was easy to contact, quickly scheduled a tax review, and efficiently filed my paperwork. She has been thorough and professional with me, and she even answers emails all throughout the year, to include after hours and weekends. Her fees are fair and reasonable, but the quality of work is top of the line, which gives me comfort that my taxes are done right the first time. Highly recommended.

I got introduced to Susan last winter and she came with a good recommendation. We gave her all of…read moreour tax information in the end of February and it is now the end of August and there has been no progress or communication. Now we have to figure out how to find a new CPA to get our 2024 taxes filed. Completely unprofessional and what a disappointment. I wish zero stars was an option.

Pendleton Law Firm was used to close on a house. The house was part of an estate. Instead of…read moreclarifying things through the lawyer being used for the estate, he proceeded to do things they way he thought they should be done and was incorrect on 2 things. 1. Money had to be given to the estate to pay remaining bills before any of the heirs should receive their checks. I had to go up to the estate lawyers office to be sure it was done correctly. Once fixed, checks were ready the next day. 2nd incorrect thing was the way he divided the checks. I went up and tried to explain to David of where the issue was and how I did not see it was adding up correctly. He had given 2 heirs too much and 1 heir nothing. I asked him to work through the numbers with me so I could fully explain how it didn't seem right. I also asked him to call the estate lawyer for clarification. He would not work through the numbers or call the lawyer or realtor for clarification. He asked me to leave his office. As I left, the realtor was in the waiting room. She also agreed with me it was done wrong. Instead I had to go again to the estate lawyers office without an appointment, which she was already mad about. David still will not allow me back to pick up checks or sign paperwork even though the estate lawyer also showed that he was wrong. Now he wants me to contact the heir that has already cashed their checks to tell them they have to return some of it. He is also sending the paperwork to the estate lawyer, which is not getting paid for this - David did, to finish things out. I would not recommend this law office!!

We closed a re-finance with Pendleton Law Firm. The process was easy and simple. They were very…read moreprofessional and responsive. We will definitely use them for our future needs.

Jessica was amazing to work with! Would highly recommend to anyone! From the first phone call to…read morefollowing up and getting me exactly what I needed!!!

Moving from one state to another can be stressful especially as a senior. Jessica and the team at…read morethe State Farm office in Hickory, NC answered all of my questions and made all the necessary insurance requirements for our new home and auto quickly and were great to work with to get us ready to close on our home.

Great help amazing customer service, very respectful would highly recommend to others out here to…read morego through this agency

Good prices and excellent customer service! Were really helpful into helping me begin my home…read moreinsurance with State Farm and they also provided help in Spanish!

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.

I have to say that Bri at Jason Colvin State Farm went above and beyond to help me switch my…read morehome/auto and boat insurance from Liberty Mutual over to State Farm. With a total savings of over $3000 a year, my mind is blown. If you need to save on your policies, just give Jason Colvin State Farm a call. Located in the Birkdale area in Huntersville. Ask for Bri...shes amazing!!

Brianna Ritchie was fantastic! I needed some changes done on some of our rental property insurance…read moreplans and level or help, communication, and quick turnaround time was phenomenal. Best service I have ever received with an insurance team.