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.

We have been using Platinum Group for at least the past 8 years. We first started out with their…read moreaccounting department and after a few years added their payroll services so that all our needs were met in one office. Michael Murphy and his staff have been amazing over the past 8 years and I'm more than happy to write this review and hope it inspires a new client to give them a try.

They were thorough, professional, friendly, and helpful. And, I can call them whenever I have…read morequestions about my policy. My agent, Tasha, is so knowledgable and friendly. She has all of her ducks in a row, and I am happy that I don't have to worry about this stuff anymore. Thanks, Tasha!

I originally had an appointment scheduled for Monday. I repeated my contact information three times…read moreand verified the appointment time. The staff did not appropriately document my email, I called at the time of my scheduled appointment but was rescheduled because the accountant was unavailable and double booked. Not only were they unable to properly document proper contact information but they didn't even schedule the appointment. I rescheduled the appointment for two days later, received confirmation, and then the morning of the appointment it was canceled. I will be seeking services elsewhere.

Fantastic experience. I typically do our taxes, but after moving across the country, selling a…read morehouse, and buying a house, my husband and I decided to use a professional. Crystal was well worth the cost and the wait; we highly recommend her!

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.

I emailed this firm a month and a half ago requesting help with a form 706 filing later this year…read moreand income taxes for 2025 and they never responded. Not sure about their work product but definitely 1 star customer service..

Rick is a great accountant! Fast and thorough! Excellent communication and helpful advice. Highly…read morerecommend!

My meeting with the attorney was productive, professional, and efficient. I look forward to working…read morewith them again in the future.

My family and I engaged McGuire Wood & Bissette to handle a complex intestate probate process…read moreinvolving multiple jurisdictions and significant assets. We worked specifically with Lisa Rothman and her team. Our initial meeting was productive and encouraging. Through her expertise and a very hard-working paralegal (Justine), we moved the estate forward at rapid speed. Her fees were reasonable; the court filings were handled expeditiously. Her access to other needed resources (CPA's, real estate guidance, ancillary probate, etc.) was invaluable. At no time did I feel that the process was not moving forward. As the court appointed Administrator, I was able to navigate the process with ease and confidence. I am so appreciative of everything this firm has done to support my family during a difficult time. I highly recommend this firm to anyone in need of quality, professional Legal counsel. Leslie P.

I was seeking an accounting firm that was professional and knowledgeable but also personable and…read moreresponsive. Melton and Wakem provided insightful information to help with my tax planning. Any question that I have has been answered quickly and thoroughly. I feel that I am a valued customer here not just another tax filing.

Alicia & her staff are consummate professionals. They have kept up with ever changing tax codes…read moreduring the pandemic, reworking returns to the client's best advantage. Highly recommend!!

I have had the pleasure of being present at presentations given by Alicia. She is articulate,…read moreinteresting and presents timely topics. At a recent speaking engagement to our FemFessionals group, I believe every last one of us learned something new and were enlightened about a few things we didn't know about before that day! It is great that someone of her caliber is willing to impart her wisdom with the rest of us non-numbers folks! Thank you Alicia!