Unfortunately I've had a very negative experience with the firm. I consulted with another tax…read morepreparer since I was uneasy about the service I was receiving. Fortunately the new firm was able to file an addendum and correct my return. Due to this being a several thousand dollar mistake I reached out to discuss the issue with goldsmith and was unable to reach a manager or get a response from my tax preparer. So good news I'm getting a refund, bad news I would not trust them to do your taxes.

My family has used the services of Allen Gray for more than 7 years. Allen and his staff has…read moreoffered superior customer service and quality. He has assisted in my business taxes, my personal taxes and taxes for my mother. He has always be responsive and explained any questions we have had. I highly recommend Goldsmith Molis & Gray for your accounting needs. Thank you Allen for being there for me and my family!

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!

I've been using Bing for about 6 tax seasons now and he makes it so easy and quick. He truly cares…read moreabout each of his clients and invests time into asking us the right questions that will make us back the most money. I am never concerned when I send my documents off to Bing, I know they are in good hands and it always seems like such a short amount of time later I already have my documents back and the tax return in my bank account. I highly recommend Bing and RBO Financial Solutions, I wouldn't use anyone else! Thanks Bing for another great tax season return!

I found Bing on yelp. Very pleased with his professionalism, honesty and efficiency…read more Bing took the time to understand our finances (joint filing with my wife) and asked great questions. He helped us sort through several potential issues rather seamlessly. He also responds quickly to text or phone calls. I would 100% recommend Bing to anyone looking for transparency while filing taxes. Tom W.

I cannot thank Nick (Nicholas) George enough! After failing to secure health insurance for our…read moresmall business group several times due to miscommunication or other reasons with other agents/agencies, I've finally found an agent who will actually take the time to explain the process to me. After giving him an idea of what we were seeking, he gave me several options, and after I read over them, he spent about 45 minutes on the phone with me discussing pros and cons of each option. He didn't rush me, encouraged questions, and expedited my paperwork so we could get covered as soon as possible. The entire process was painless, our employees are happy, and more importantly, we are all covered with a good plan. Thanks Nick!

Nicholas George is an agent with WNC. I highly recommend not dealing with this person. The agency…read moreas a whole has not previously had problems. However this particular agents attitude and dishonesty does not make a positive impression for the agency. When addressing another agent, Suzanne Wisnowski regarding Mr. Nicholas George, there was no interest in resolving the issue with the agent. I wrote Josh Williams, owner of WNC and have had no response. My advice is to be cautious with the agents and agency. Do not assume that their agents will do everything they say they will. You will need to follow up to make sure paperwork is complete.

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!

Horrible experience so far with this office. I had been a client with another company for 20+…read moreyears. I decided to shop around after my insurance increased with this other company. I approached State Farm and worked with Hunter. I was quoted homeowners insurance and automobile. The quote appeared very reasonable on the homeowners and was high on the auto. Hunter explained that I had a recent claim on my auto that appeared in the system as a accident claim. It was actually an error on part of my previous company. I bought both policy's with the belief that I would be getting a lower auto once I had the error corrected. I got the error corrected and notified Hunter that I had this completed. Shortly after that I received a updated policy on my homeowners for a higher amount than I was quoted. When I called Hunter to ask why I had the higher policy, and follow up on the auto, I was told that according to the system I had misstated the type of siding that was on my home. He said that it appeared that I had cedar siding even though I stated that I had vinyl siding. My house is covered in vinyl siding and always has been. He stated that he would get in touch with the underwriters and get this corrected. After waiting for a phone call back from him, two weeks, I finally reached out to him again to get a answer on my auto insurance and the homeowners. No apology for not getting back with me and then starts telling me that the car report was just corrected and the underwriters were reviewing it and that now the reason for my homeowners increase was due to a old claim I had filed that they did not see when they originally wrote my policy. I have never filed a claim on my homeowners policy on this or any other house. He proceeded to tell me that according to this system they look at that I had filed a claim in 2019. Now I am supposed to get a letter of experience from my previous company to get them to correct this. I highly recommend that you steer clear of this company and this agency in particular. I feel that I was mislead from the start and now I cannot get a call back from them. They are not very professional and I cannot recommend them.

I switched all my policies over to Wesley Greene State Farm- I saved money and the people in his…read moreoffice are fantastic. They helped me do everything, made it so easy. I annoyingly call them all the time with questions and they are very patient and helpful. Did I mention they saved me money? Highly recommended, I've had state farm for some stuff for years and am happy to have switched everything over to one company.