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.

Two years ago, when I was first starting my business, I contacted Bret because it was April and I…read moreneeded a CPA for my end-of-year taxes. I was surprised to find out how fair his rates were and how quickly everything was taken care of. Since then I have consulted Bret many times on a number of business issues - anything from 'how do I pay myself?' to 'what do I do when I buy new equipment?' and 'how do I pay other people?'. Unlike many other CPAs that I have spoken to, Bret doesn't charge an hourly fee on the phone or in person. This is very comforting when I have a question and don't necessarily want to pay $100 to ask it. I have recommended Bret to all my friends, family and business associates and would highly recommend his ability and services." - Nick Gillespie: Blue Bend Photography

Our 2023 Filing was a bit complex and late. Mr. Miller was prompt in returning our request for…read moreconsultation AND patient in our accidental phone tag due to my medical illness and lack of availability. Mr. Miller made a house call consultation & his rate was really reasonable; the consultation and method of tax preparation was smooth, protected, safe & easy. Mr. Miller simplified our taxes and his consultation relieved us of any concerns. He is highly recommended and we hope to use him again in the future for taxes and other financial planning services.

This Company was very helpful and accurate. Their Communication was excellent and explanations were…read moreon point.

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.

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.

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.

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!

Great customer service centered business for all insurance needs. Everyone is great to work with…read moreand very thorough and knowledgeable with all areas of insurance. Thank you!!

Cat and her team are AMAZING!!! Brank has helped me with business insurance for my law firm, as…read morewell as my personal insurance for my home and car. They are smart, well versed, and go the extra mile to make sure all your questions are answered and you're getting the best rate available.

I would highly recommend Cat at Brank. She is always so quick to get me answers about my insurance…read moreand very friendly. I would give her a 10 star review anytime. Thank you Cat!