Accountants near Cornelius

“I love that Marty and his staff are no nonsense and get the job done. I can count on his consistency with my quarterly tax preparations and with all communications. He responds back in a timely manner and that is greatly appreciated.“

“Barbara does a phenomenal job with the organization and preparing my taxes. She is thorough and extremely responsive. You are in good hands with this firm.“

“Exceptional service for business clients. Very knowledgeable. Friendly. Expedient with their service. Professionals at their best. I have been a client with Scott for 6-7 years now and do not plan to change anytime because I am always respected as a client and they try to extend ways to help us be more knowledgeable as well ?? LD“

“Peggy and Randy, we refer all the time! They have the CPA and tax expertise that businesses need to minimize their tax obligations!“

“Responsive. Nice. So competent. Quick turnaround. His company's expertise goes beyond filing individual tax returns though - if your business needs tax/accounting help throughout the year this guy is the Real Deal. Give him your business... you'll be glad you did (I am!)“

““

“Great staff who’s responsive to our company needs. We appreciate their expertise and work they provide to take the burden off of us.“

“I have had the pleasure of obtaining services from JMC Legacy Group. I can say honestly they have been amazing to me and my clients as well. They are professional, very knowledgeable in their services and caters to client’s needs. Kinndy is a wonderful leader and knows her business and how to handle business! I look forward to more and continuous business. Thanks again?“

“There are no words to described how David helped us in a difficult process we had, he took our case and push until the end and the end was a positive ending for my husband and I, David invested so much time in our case making us feel we weren’t fighting alone, I wish I can give them 100 stars because they deserve it.
I am so thankful I got the blessing to know Lewis & Cone, PLLC and also David, we can now sleep peacefully thanks to their effort helping us
GOD BLESS“

“I am so grateful to the team at Excelon Group! Acacia worked on my husband and I's 2023 tax returns and the process was so streamlined and smooth. She called to explain different things and reach out when certain information was needed. She was also very responsive with emails. It has been a pleasure working with her and I am thrilled that I have her to advise and explain all the nuances. Highly recommend this tax firm!“

““

“Larry and his team are phenomenal! Always giving you the best for your money. I highly recommend“

“Melanie was very helpful in helping me a 12 year old tax issue. I can't thank her enough for her patience.“

“Proctor and Associates has done a wonderful job with my taxes the past 4 or 5years. The customer service awesome and giving excellent tax advice on past taxes along the way each time. Tony Proctor is very professional and knowledgeable of the tax laws too. Everyone in the office are wonderful and they make you feel right at home when you visit there. I would recommend Proctor and Associates to anyone whose looking for tax help and preparation too.“

“I've had a fantastic experience with this firm for both my personal and business returns. I have a lot of prior experience in public and private accounting so I was wary about the level of value that I would get by working with a firm, but was so pleased to see the value provided by their experience and knowledge of the most current regulations. They helped me to maximize my deductions in a way that exceeded what I could do on my own. I highly recommend REH CPAs to any small business owner or individual with any complexity to their financial portfolio.“

“Eric is wonderful! In addition to being very knowledgeable about his area of expertise, he truly cares for his clients and does his best to ensure that they are taking advantage of the various tax benefits that are available. As a 1099-contractor, finding someone to help me maximize my income was important. He is also proactive in reviewing client files to prepare for the upcoming year. My husband and I used to file our own taxes using a computer program like TurboTax, but some services are worth the money, and Eric’s service falls into that category.“

“Great experience with this company getting our taxes filed. Tony was very helpful, and answered all of our questions and gave us tips on planning for the next year. Even during Covid everything was taken care of in a safe and timely manner. Will return for future tax work!“