We’ve used other CPAs in the past who have done an adequate job. But Josh has gone the extra mile for us and this year alone, found 40k in overpayments from previous years, and submitted documentation to the IRS that may lead to COVID recovery funds as well. He’s also trustworthy.
After selling a rental condo, we were worried about the large amount of capital gains tax we owed. Even in the midst of a busy tax season, Josh sat down and clearly explained what we owed and why.
He actually saved us $11,000 from what another tax office said we owed. We were extremely grateful for his expertise and concern to help us and are relieved to have a CPA and team we can trust.
I highly recommend Josh and his team! The firm is knowledgeable, professional and truly takes the time to make sure everything is handled efficiently. I really appreciate the attention to detail and great customer service.
4320 Southport-Supply Road Southeast Suite 300, Southport, NC 28461
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