Tax Preparations near Wake Forest

“Damaris and her team go above and beyond someone who is just doing your taxes for you. She has taken so much time with us explaining why we kept owing taxes every year and helping us take steps to solve the problem permanently. WIth her, you are not just a client but part of her family. It's the first time we've found any peace when it comes to the IRS in years!! Thank you Damaris and your wonderful team!!“

“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.“

“Bill is absolutely incredible as a person and professional, and Bourbonnais Tax is a phenomenal benefit for everyone! They care personally for each client through video calls. They have an outstanding attention to detail and are extremely knowledgeable about all things taxes. Their website is very clear every year with instructions on what to do, and email reminders are always on time so you know when to start and what to do. Bill does whatever is necessary to get your questions answered. He does the hard work and goes through the entire process with you. There is nowhere else I would rather go for taxes. Bill has got to be one of the best!“

“Scott’s been doing my taxes for almost 40 years and he is excellent. I would not trust my taxes to anyone else.“

“Update: September 23, 2022Note: The business owner (Lauren Massie) later reached out to me directly and was warm, positive, and extremely helpful. She sought to better understand my customer service experience and thoroughly addressed my questions related to her services. I was very impressed with my direct interaction with her. She mentioned that she spoke to her staff to investigate my customer experience and seemed to genuinely care about my initial encounter with her business. I am grateful that she took time to follow up with me directly, she was a delight.I appreciate all the great reviews about this company. It led me to reach out this morning but unfortunately I had a very different experience. I was excited to call this woman owned business using my most chipper voice after reading all the positive reviews but they told me they would not be able to assist me even though according to their website they should have been able to. The person who answered the phone (Kayla) adamantly told me they would not assist me without even offering to better understand my reason for reaching out.It was a weird experience. Here is a quote from their website, "We offer a free consultation where we listen to your tax issue with compassion in a judgement free atmosphere. We understand life happens and that sometimes tax issues area part of the journey!" Kayla would not listen to my question. I told her that the website indicated they provide consultations and based on the services offered, I was reaching out to the right place. She told me she did not know what I was talking about in terms of consultations and that they would not be able to help me. Oh well, I will move on to someone else. They are seemingly not lacking for business. Somehow, they did not provide the great customer experience everyone else seems to express in their reviews. I wanted to make sure to chime in with my experience.This woman owned business which advertises great customer experiences certainly made a bad first impression on me despite all the great reviews prior to reaching out. I have a track record of writing positive reviews and wish this could have been one of them but somehow this encounter missed the mark in a major way.“

“Garrett is awesome to work with and super thorough in his review of documentation. Highly recommend for your individual and business needs!“

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“Ms Alesha Tuggle of A1 Financial Services was incredibly awesome throughout the process of filing our tax return. She shared information with us on what to expect with how the government's stimulus payments processing had priority over processing everyone’s tax returns this year. She stayed in constant contact with us to provide status updates on both our Tax Return and Stimulus payment. Also she addressed any of our concerns to ensure that we felt comfortable and at ease with the pace of the process. Everything went just like she said. We are also very happy that Ms Tuggle has the knowledge needed to handle our particular situation of no longer living in NC. We currently live in the state of Texas and lived here for the 2020 tax year that she did for us. Ms Tuggle’s skill level for serving her clients should be a template for all persons working in a client or customer servicing profession. We are extremely happy. Thank you so much Alesha.“

“Pakita is a true gift! She’s taken so much off of my plate and given me more time to focus on running my business without having to worry as much about all the financial details. She’s organized, proactive, and has an absolutely delightful personality. I recommend her to anyone who may be overwhelmed by bureaucracy and paperwork. The peace of mind is worth every penny!“

“Constance and her team are always so professional and helpful. They go the extra mile to make sure we got it right.“

“Carlos and his team are very helpful and knowledgeable. If you are looking to learn about tax advantages, I recommend coming here. Your services are very lucrative and I appreciate it. Thanks to Carlos and his team for their help!“

“(Edited Review) Steve Moss worked with us as a start up to get our business off the ground. He was very informative and attentive. He helped us with PPP Loans and followed up for rectification when a forgiveness issue arose.“

“I went to Mr. Reedman several years ago for a tax matter. He was both thorough and professional, and seemed to have an excellent rapport with the IRS auditor. My first bill from the IRS was almost $30K. My end result was to pay less than $400. As you can guess, I was extremely pleased with the outcome.“

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