Sheridan rescued me from a last minute tax problem. I had never been to him before but due to a…read moreproblem with the cpa who was supposed to file my taxes Sheridan took my tax information April 15 and filed them that day. So thankful for his expertise and honesty. What a relief to know they were done on time and correctly.

Working with Sheridan has been life changing. He does more than just file taxes. The targeted tax…read morestrategy that he provided my husband and I with was tactical and life changing. He works swiftly and efficiently. He is exactly what my husband and I were looking for. His expertise will help change the trajectory of our lives financially as well as help set our family up for a higher potential for successfully wealth transfer. My kids and grandkids will benefit from his expertise and wisdom. Book Sheridan today. You will not regret it. Did I mention that his rates are competitive and affordable?

Taxes prepared quickly at a reasonable price. We had our personal and small business taxes prepared…read moreand were very satisfied.

Been using Kemmy and staff since 1994, and even though I've moved away to the middle of the state,…read moreI still use him because I trust him to do my taxes correctly. He contacts me quickly to let me know the good news, and softens the blow when I have to pay more than I want. Thanks for being my Superman, Kemmy!

Vince and his team did an amazing job with my taxes this year. I typically do them myself using a…read more3rd party software, but Vince and team were much more efficient and actually got me a refund for the 1st time in years.

I have had insurance with Josh for years now, and I can confidently say I have had zero issues. He…read moreand his team have always been extremely prompt to respond to my questions and have been extremely thorough and helpful when reviewing my plans. They make something stressful (insurance) completely stress free.

Josh has looked out for our family for more than a decade now, which included a flooded car, a…read moredamaged car when someone rear-ended ours and other various auto mishaps. It also included some good times too like helping us figure out how much insurance to carry and how to structure our home insurance policy when we bought a new house. Josh and his team are always quick to respond to an issue and will call if there is something better we can be doing to protect the things that are important. I wouldn't use anyone else. You get what you pay for and Josh and his team are the best at what they do.

Ms. Williams and her staff were a tremendous help to me in addressing my tax issue with the IRS…read more The work was thorough and professional. I couldn't have asked for more. The package provided me was complete and ready to submit to the IRS. I have hired the firm to handle my future tax filings. Pricing for services is very reasonable. I highly recommend their services.

Hurricane Florence reeked havoc on this area of North Carolina several weeks ago. Despite the…read moredamage caused to Wilmington, and the entire coastal cities of North and South Carolina, Rob Cutting - State Farm Insurance was in the office and ready to handle customers claims a week after the storm hit land. We called on the Friday after the hurricane in hopes of starting a claim. Kyla handled our call and started the claim. She explained the whole process to us since we are unfamiliar with NC weather and hurricanes. We had purchased the NC named storm insurance when we originally set up our policy with State Farm. Since we had the coverage she explained that we file the claim with them, it then gets kicked to the state/FEMA, then back to State Farm. All our dealings would be with State Farm. After taking the information on our damage (to the roof and siding) she assured us she had all the information needed. She said to expect an email with the process and that it would include some names of companies that put tarps on damaged roofs. When the email arrived we didn't see companies listed for the tarps we needed so we called back. The company that originally said they were available had clarified that they only handle roofs crushed by trees and since that wasn't our situation the name wasn't included. Rob Cutting went above and beyond to provide us with several options before the day was over. We contacted the first name provided and got put on a list to be tarped. That's a whole separate five star review. On Saturday, yes the very next day, the State Farm Claims rep called and interviewed us on the damage. She took contact information for us and our daughter who is local and will be present for the adjuster when they physically come out to the property. After interviewing us she read back her report for our approval. Such professional service! By the third day, Sunday, our daughter had been contacted and an appointment was set for the following Saturday. While hearing nightmare stories from other people in the area and the hoops they are having to jump thru to find their insurance company is trying to weasel out of any coverage we feel fortunate to have our insurance in such capable hands. Thank you Rob Cutting - State Farm Insurance for the fantastic service during such a catastrophic time.

I have been a long time customer and my needs changed to do a job change. I reached out to them…read moreprior to renewal and when I needed to switch after the renewal I was informed I'd get a refund of the balance paid. I received a check for $24.49. When I inquired as to why, they said that payment plans are subject to a 10% penalty for total amount of the 6 month policy less the 9 days of coverage. A simple heads up would have been a minimal courtesy. Instead of a simple apology or anything...they send me an email the in summary was: "We sent you a brochure thricely, you should have read it. Have a blessed day." Terry Morgan stated that they wished they could take the time to explain a policy to every policy holder and then took the time to condescend and gaslight me all the same. They said it was NC law that they could overcharge and charge this penalty. I have a string of emails. I guess I should have read the brochures that were printed "in black and white and it is YOUR responsibility to read and understand the policy." Yes the YOUR was in all caps. Absolutely unacceptable in every way. I will happily post the email for clarity.

North Carolina Coastal Insurance Company has been wonderful to work with for Home Owners, Auto, RV…read moreand Umbrella insurance. They have found me the best rates from across many underwriters. They handle all the legwork so that switching carriers (when there's a better deal the next year) is a quick, seamless process compared to DIY with insurance companies directly.

Sarah Bultler = 5 Stars…read more Months after Hurricane Florence home damage claims were filed and processed, there were still lingering payment issues with the carrier, Heritage Insurance. In trying to contact Heritage for resolution, I hit dead ends with phone numbers and email addresses. After calling NC Coastal Insurance, our agent for the Heritage policy for help in contacting Heritage, Sarah took over. Sarah made sure to understand my needs and questions, and then promptly found the answers and called and emailed me the info. Sarah went further with follow-through than I expected. Sarah went above and beyond with customer service. I'm very pleased with Heritage's response (an additional check), but wouldn't have received it without Sarah taking charge. Thank you Sarah.

we were so naive to stay with Farm Bureau for years. they overcharged us…read more they heavily overinsured us. they did not help when i was rear ended at a red light. at State Farm here in leland, nc kelly saved us hundreds of dollars. she lowered the amounts (like personal property) of insurance. and we feel they help us with any issues. i just wish we did this many years ago. the average person- like us- simply knows very little about insurance. companies like Farm Bureau take advantage of this and smooth talk you. we're much happier now. by the way, AAA demanded we buy expensive wind and hail which we don't want or need.

We heard about Kelly Jones over at Franklin Rouse from a Compass Pointe neighbor. Truthfully, I…read morehate insurance and the whole insurance process here in Coastal Carolina, but I get it, and I understand the need for it. Kelly immediately put me at ease, she was fast, communicative, and extremely competent. I would never write a public review if I didn't mean it.