Accountants in Wake Forest

“I can vouch for Anthony's expertise in the area of Estate and Trust taxation and highly recommend him! As the main probate paralegal at the Walls Law Group and CPA myself, I help people through a difficult time after their loved one passes away by giving tax advice and identifying taxable income in their estates that may require tax return preparation—things such as selling a house, income from a brokerage account or rental income. We refer these clients to Anthony to prepare and file tax returns for their estates or trusts. His services enable our firm to provide a comprehensive team approach and ensures we help clients in the most efficient way. I have also seen several CPAs make mistakes on our client's returns in the last year, so we have to avoid referring clients to those CPAs, too. I've never known of Anthony to make a mistake on our estate clients' returns, much less a mistake that would cause a return to have to be amended, which I'm currently dealing with on 2 other clients. I've seen him fix previous year's returns that were done incorrectly. He is also very responsive.“

“Super responsive and helpful! The entire process of working with Tim has been nothing but positive, he truly goes out of his way to make sure everything gets done in a timely and effective manner. He is very fairly priced as well and is a great team player, I very highly recommend Tim and his services!“

“Great service and great staff! They are very knowledgeable at what they do and I have referred many people here who are now their clients.“

“This is the third year Sarika and team have managed our personal tax return and yet again, it was a very pleasant experience. Sarika and team are very knowledgably, professional and completed out tax return 100% electronically/virtual. They are incredibly transparent very responsive thought the whole process. Email communications and inquiries are answered in quickly as was our final processing and submissions of taxes. Highly recommend.“

“I have to echo everyone's sentiments. Fred and specially Parker are the best I have ever come across. I have spent years working with or trying to find the right fit from a bookkeeping standpoint. I was always left disappointed. Parker took the time to understand my business and was so helpful. He even corrected or made suggestions about things that prior bookkeepers had done. What a find. Thanks guys.“

“This was my first year working with Ashley and she was amazing! She made it super easy to submit all of my information and followed up in a timely manner with anything she needed. Highly recommend her for your tax needs!!“

“As a small, independent school, we have to compete intelligently to survive and thrive. The fractional bookkeeping expertise we get from Alpha Accounting makes my life as CEO better. Not bearing the risk of having a single staff member responsible for bookkeeping (and the dangers of losing that person) is a relief. Moreover, we have a team of experts rather than a single person at Alpha. Having Alpha as a fractional bookkeeper also provides an extra level of security against fraud, something that has destroyed many small and big organizations. Alpha is a company full of integrity and ultra-knowledgeable about the law. As a 501(c)3, I am grateful to have Alpha Accounting in the foxhole with us. We are in a battle and I am blessed to have Alpha fighting with us.“