I personally like Joe and it always grieves me to leave anyone substandard or bad review. Joe did my family’s taxes for 2022, 2023, and 2024. For the first two filing years we have received IRS Notifications (VERY stress inducing events) for filing errors directly related to his negligence.
The first (for 2022) was not correctly answering a question about how to account for an Employer stock award that had already been taxed as earned income in the year the shares were given. To his credit, after I contacted him, Joe followed up with IRS and corrected the matter. However, he was not quick to respond and never replied to emails.
The second was completed negligence… read full review
We had Joe prepare our taxes this year and we were impressed with his service. We had been using a great accountant for tax prep for years but as our taxes became more complicated we felt it was time to find a CPA. We are very happy with Joe and his office team. They are professional, informative and thorough. We are glad we have Joe as our CPA.
Found Joe through Dave Ramsey because he is an Endorsed Local Provider. Joe's communication by email to setup an appointment was very prompt. He was very professional and friendly while preparing our tax return. He is a great guy, and provides trustworthy and expert service at a very fair price. I am very pleased with experience my wife and I had with Joe Roney.
Monday 9AM - 5PM
Tuesday 9AM - 5PM
Wednesday 9AM - 5PM
Thursday 9AM - 5PM
Friday 9AM - 5PM
Saturday Closed
Sunday Closed
Executive Circle, Wake Forest, NC 27511
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