Last year was the first time we chose to work with a professional to prepare our taxes, and we…read moredecided to trust Mark with the process. From the very beginning, he was extremely polite, professional, and thorough. He took the time to clearly explain everything we needed to provide and made sure we understood each step of the process, which made what can often be a stressful experience feel very straightforward and manageable. Because of the excellent service we received, returning to Mark this year was an easy decision. Once again, he and his team have been incredibly helpful, responsive, and attentive to detail. They consistently demonstrate professionalism and genuine care for their clients. We truly appreciate the support Mark and his team have provided over the past two tax seasons for us and our family, and we look forward to continuing to work with them in the future.

The most unprofessional business I have ever dealt with. Dropped tax paperwork off on Feb 22, 2022…read more On 3/29 I sent him an email inquiring about my taxes and he acknowledged "I've had it awhile" and stated that it was on his weekend list and he would get back with me. On 4/4 I reached back out to see if he had any questions and I never received a response. On 4/8 I reached back out and he responded with " I will put my hands on the return today and let you know what I need." Once again, I didn't hear anything so on 4/11 I sent the following email: Hello Mr. Dalton, I apologize for bothering you; however, you haven't followed through with your last 2 emails. On 3/29 you stated you would work on our taxes over the weekend and get back with me. Then on 4/8 you stated you were going to put your hands on it that day and get back with me. I empathize with how busy you are especially this time of year, but perhaps you shouldn't take on so many clients if you are unable to follow through on your word. My family will be heading out of town on Friday and will not return until 4/23. We absolutely do not want to file an extension on our taxes. We would greatly appreciate your attention to our taxes so that they may be mailed to the IRS before we leave Friday, 4/15. Sincerely, Rebekah Brooks And his response: Good morning. You are correct. Unfortunately, it is very difficult to plan for staff shortages and other things that happen during the tax year. NO ONE works harder than we do. Folks that don't work in this business don't understand the rigors of tax season, as you have no reason to. As far as your advice to "not take so many clients", that is one way I keep costs down. I did not anticipate being 2 accountants down this year. Your partnership has been extended. And I have reviewed it since we spoke. It was done in a manner different than I like to do things, as we talked about during our meeting. Many firms take the information that you provide, right or wrong, and put it on a tax return. I don't operate that way. I believe that I am paid to look at things from an accountants standpoint. This does slow down the process some, but my clients pay me to get things right, and I respect that trust. I have to make decisions, during the course of tax season, to spend a lot of time on one return or to use that time preparing other returns. Unfortunately, I don't have the time or manpower to focus on fixing and preparing a corporate or partnership return during this busy time. Your personal return is complete to the point of adding the info from the partnership I have also learned during my career that once a client is unhappy, there is little chance of correcting that. I will be more than happy to file an extension for your personal return today and you can pick up your documents and find someone that suits your need better. If you want me to file the extension, please respond accordingly to this email. I have put all the documents that you dropped off at our front desk. My sincere apologies for the inconveniences I have caused. In HIS name, J. Mark Dalton One would think that he could have let us know 6 weeks ago that he was not going to be able to prepare our taxes instead of one week before filing is due. So take it for what it's worth, but I would recommend finding someone else to save yourself a huge headache.

2024: Steven is great to deal with. This was the first time using his services and did a nice job…read moreon our taxes and had patience with us as we waited out a K-1 for a while and had to do an extension. He is fairly priced, and I liked doing as much as possible electronically. Plan to use his expertise for next tax season and beyond. 2025: We used his services again for our 2024 taxes and did a great job. Very reasonable priced and happy with how he set things up.

I usually use the do it yourself tax filing and I needed a CPA this year due to a change in…read morecircumstance. I googled local CPA's and Steven's name returned and I requested a phone consult. He quickly returned my call and talked to me regarding my situation. I am so pleased with his promptness, expertise and guidance. I highly recommend Steven for all your CPA needs.

We've used Scott for 4 years now. He and his whole office are fantastic! I would not hesitate to…read morerecommend to family and friends. Scott is the most enthusiastic and passionate tax professional I have ever met. He has answered all of our questions thoroughly so that we understand for both personal and business. Personally, I have never had an issue reaching Scott to discuss something or any of his colleagues via phone or email. That being said, if it is Jan - May I only ask time sensitive questions where I need an immediate answer or are pertinent to our current tax filing. If there are any other items I want to clarify or talk through something with him, I wait until it is not tax season to pick his brain. He is proactive in filing for an extension should one be needed. We've used him to file in multiple states or just NC/federal and he has done a great job. Knock on wood we've never had an issue and feel very confident with his guidance, advice, prep and review methods. Additionally, the person he referred me to to teach me quickbooks was INCREDIBLY knowledgeable and helped me learn quickbooks from the ground up. She is always available if I reach out with a query. Overall 10 out of 10 and we will continue to use Scott.

Mary at the front desk was rude and dismissive. This business isn't accepting new clients as of now…read moreanyway. Mary hung up on me as I was trying to ask a follow up question. My subsequent call went unanswered.

Avoid Fisher accountants!…read more My wife and I will be paying interest on our taxes, on top of the thousands we paid to fisher, because of a mistake they made while filing our taxes. They offered us recompense in the form of a "discount" on further services. How dumb would I have to be to trust them with my taxes again, next year? Avoid this place. Its very expensive and they don't stand behind their work....

Anyone who asks me for an accountant, the first words out of my mouth are, Emily Fisher! She is…read morehands down one of the most professional and friendly accountants I have ever worked with! She now handles ALL of our business and personal accounting and recently my mother began having her do her work, too! We have referred multiple friends and customers to her. She really is just amazing to work with! The Fisher Accounting team is hands down the best you could find! Business, Personal, Trust, Out of State, Charity, Funeral Home, High Wealth, Teacher, Mom and Pop store... you name it, she can handle it! Located right on East Blvd, in Dilworth. Again, we cannot RECOMMEND her enough!

I RARELY write reviews, but I had a phenomenal experience working with Speed Financial on my…read morepersonal 2021 taxes. Tyran was extremely knowledgeable, responsive, and overall made the experience easy, stress free, and quick. Definitely recommend.

Steve Apa has done our business and personal tax reviews for several years now. He is great to…read moredeal with, answers all questions we ask on both taxes and best set-up for our business, etc... I have recommended Steve multiple times to people needing tax information and will do so again without hesitation.

Thank you Steven for great tax preparation again. Your communication during the process made the…read moreexperience top quality and a create value to boot! My wife and I have not been done with taxes before the 12th hour in over a decade. Thanks for staying on top of it and making this tax season relatively painless.

Mr. Lachey took time to explain my problem, offer solutions and how much he would charge me for his…read moreservices. He went over and above, I believe. I believe he knows what he's speaking about! M. G. Knox GySgt USMC (Ret)

Mr Lachey and his staff have been very helpful with going over my Mom's will since we moved from NY…read moreto NC. I feel very comfortable with his service and his help. I appreciate and thankful for his commitment.

The staff at Ken Adams Accounting has taken care of my bookkeeping and tax preparation needs for…read moreover a decade and I have been consistently happy with their professionalism and thoroughness throughout. I wouldn't go anywhere else!

Have had nothing but a great experience! Ken and his staff are top notch! Highly recommend!!!read more