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!

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.

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 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!

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!

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.

Our 2023 Filing was a bit complex and late. Mr. Miller was prompt in returning our request for…read moreconsultation AND patient in our accidental phone tag due to my medical illness and lack of availability. Mr. Miller made a house call consultation & his rate was really reasonable; the consultation and method of tax preparation was smooth, protected, safe & easy. Mr. Miller simplified our taxes and his consultation relieved us of any concerns. He is highly recommended and we hope to use him again in the future for taxes and other financial planning services.

This Company was very helpful and accurate. Their Communication was excellent and explanations were…read moreon point.

April is knowledgeable, skilled, and helpful concerning navigating the many aspects of creating a…read morewill and advanced healthcare directives. I appreciate her warmth and clear communication. She made this work an easy process.

A friend referred us to April Schain to help us with new legal documents after moving to NC. From…read morestart to finish, our experience with her could not have been more positive. She was attentive, knowledgable, and professional. We're thankful we found her!