Accountants in Salisbury

“I highly recommend TRS for their exceptional tax services. Cathy, in particular, has been a pleasure to work with. She goes above and beyond to ensure a smooth and efficient tax preparation process. TRS's expertise and customer service are truly outstanding, and I'm grateful for their assistance with my taxes.“

“I spoke with Alex to figure out next steps with my 401k after leaving the company it was through. She was succinct and ensured I understood everything discussed. She was pleasant to speak with, happy to help, and made the process easy as pie. I had no idea what I was doing, and I walked away feeling confident in my understanding of the options and choices I made. Thanks again, Alex!“

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“A year ago, We converted our portfolio management to a new local team , with the intention of combining investment policy/decisions with tax management. We are very pleased with the team of Gigi LeKites, Dan O'Connell and Kyle Banks. They are very knowledgeable, professional, and excellent to work with. Our regret is that we did not do it sooner! You cannot go wrong with their expertise. Dr. Peg and Dan“