Brightleaf has been a great partner for my business and I would recommend them to any small…read morebusiness owner. They worked with me to get my accounting systems set up properly (and cleaned up from what I tried to do on my own). They now also handle my payroll, and they've been great advisors as I have navigated growth and other business growth opportunities. Renee has done an awesome job!

When we received a tax bill from an IRS audit, I was begrudgingly ready to write a high five figure…read morecheck. A friend recommended that I talk to Chris. Best phone call ever! Chris and Ken worked their magic and saved us tens of thousands of dollars! I couldn't believe it when I got a new bill from the IRS saying we only owed $403. THAT check was written with a smile on my face! Guardian Tax Solutions was worth every penny. (And it wasn't that many pennies.) Highly recommend to anyone with questions or problems with taxes.

*** UPDATE *** Not to any surprise of ours, we received a…read morebill from the IRS for $3k for the year Guardian Tax Solutions did our taxes. I would leave them zero stars if I could. ****************** I'm not sure I could have hired a more horrible Tax Accountant. Absolutely the worst experience in all my 37 years. 1. My wife and I hired them in January. We were incredibly responsive. All questions asked by them were responded to within 2 days. It is now APRIL 16th. My taxes STILL are not filed. 2. Today is April 16th. I received an invoice. I immediately responded with 'I received your invoice. I'll pay this the same day the taxes are filed.' This was the reply: "We are set up to file once payment is received. We have burned". Frustrated, and with my near-complete tax filing being held hostage, I paid the same day. I'm STILL WAITING FOR MY TAXES TO BE FILED. 3. I emailed Gary Gross on a few occasions. Often, my questions were ignored IF my email was even responded to at all. 4. This is during COVID 19 days. Virtual chatrooms are a must. When Gary was unable to figure out how to password protect the meeting room, we had an unsecured conversation on zoom. 5. Due to COVID19, Fed / State taxes have been postponed to July 15th. I made it very clear that I wanted these filed before April 15th since I was well aware that while there are no fees for filing past April 15th, States charge interest on any amounts owed past April 15th. It's insane to me that we started this process in February, and due to ... I don't know what, we are trying to wrap this up until April 16th. When I indicated that I'm not ok with paying the interest due to him being late, his response was "Well, it's not going to be a lot of money." 6. Starting April 11th, I began sending daily emails to Gary Gross wanting daily updates as I couldn't imagine how this was still ongoing since I gave him everything he needed to complete taxes in mid-March. Daily, he responded with "It'll be done today." It wasn't. And he never sent any sort of communications clarifying why or even letting me know. 7. Because of all this, I have little confidence that my taxes were done correctly. This has been regrettable. This is a company and staff I will avoid in the future. * As a note, my entire experience has been with Gary Gross. But almost all paperwork produced is signed Chris Cherico. It's my theory that most of my information was relayed through Gary to Chris.

I had some questions about my tax liabilities after some of my investments had changed. I contacted…read morePaul is Yelp! and made an appointment. We chatted for a bit about my situation, and he was able to give me good, actionable ideas on how to best manage my tax exposure.

VERY EXPENSIVE. I spent over $3k annually for tax prep and filing. I would not say my taxes were…read moreoverly complicated, and I even had a bookeeper who organized all my business documents for Paul's team. Truly as organized as one could be! Not sure if they charge based on income, and could not get an itemized receipts of charges. Would not recommend.

As a contractor they did the best job for me!…read more nice place nice people! Definitely I recommend them...

I can't say enough positive things about Adkin CPA. They were thorough, professional, kind and…read moregenerally just a joy to work with! They saw us through many years of operating our small business, filing taxes, amending prior year returns, a random audit from the state dept of revenue and eventually the sale of the business. I felt fully supported every step of the way.

Julie and Smith Advisor Group have made tax time so much more comfortable! We've been using their…read moreservice for over 5 years - very professional, competent and reliable. I'm a small business LLC owner - Julie does our personal and business returns. I was so happy with the service we transferred my mothers complicated returns to Smith Advisor group ... and now my sister has joined the group with her multi state returns. Save yourself a lot of headaches and have Smith Advisor navigate tax time with you.

Smith Advisor Group manages our business and family accounts. Professional delivery of service,…read morequick answers! I know we are in good hands.

Art is a fantastic CPA. He is friendly, easy going and very knowledgeable. Over the years, he has…read morehelped us with out-of-state and North Carolina filing as well as my small business tax preparation. He is also great for tax planning advice. I would not hesitate to recommend him to anyone.

We used Orly Reznik to create our will, we found her office based on a recommendation from a…read morefriend. No one wants to deal with their own death and paying for something like a will is certainly no fun, but Orly made it painless. She was super clear about the whole process and was happy to answer the one million questions we had. She was quick with communication and had a pretty quick turnaround from our initial meeting to a completed will. Since you need two witnesses when you officially sign your will she was happy to head over to my husband's office in Raleigh and do the signing there so we could loop in two of his coworkers. Orly has different pricing bundles, we went with the will, healthcare power of attorney, HIPPA release, living will, and trust bundle. The prices were very reasonable and now we will hopefully never have to thing about it for about five decades. I did see during COVID she is doing video calls, if you've been putting off creating your will Orly makes the process seamless.

If you need to setup a Will, or update one like us, Orly Reznik does a terrific job for a very…read morereasonable price. We also wanted to establish a Trust and create a plan for an Irrevocable Trust for one of our daughters who is not financially secure or responsible. That daughter will receive a set amount each month after we pass. Ms. Reznik explains all the legalese in a very understandable way. At the end of the process, she provides clients a well-organized notebook containing all the original documents as well as a flash drive. Highly recommend her for your estate planning needs.