Accountants near Cornelius

“Dan and his team have been absolutely FANTASTIC to work with! As a small business owner (general contractor) I have struggled for years trying to balance the books and file taxes. Dan has helped me to catch up on all of my books/ tax prep so that I can focus on what I do best! He's been affordable, great communication, responsive, and has most importantly saved me THOUSANDS on my taxes! I can't stress enough how phenomenal Dan and his team have been, but I for sure don't stress anymore come tax season!“

“I've been a client of Ladd and McCall for over 5 years and have had nothing but positive experiences from the whole team.

Sherrie and Barbara especially go above and beyond during tax season and throughout the year with planning for my business and personal accounts.“

“Ray and Brett were exceptional—knowledgeable, clear, and proactive throughout the entire process. They answered every question thoroughly and made sure nothing fell through the cracks. If you want competent, trustworthy financial guidance, this is the team.“

“As a new client, I have LOVED working with Proctor and Associates. It's hard to switch accountants after working for years with the same firm but I am SO glad I did! They have been professional, responsive, patient with all my questions and very helpful if I don't know or understand something. Can't recommend them highly enough!“

“I would recommend JMC Legacy Group to any business owner or individual. Kinndy and her team are knowledgeable, professional, patient, and genuine. If you’re looking to propel your business, JMC Legacy Group are the professionals for you!“

“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!)“

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

“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“

“Absolutely thrilled with the service, professionalism, dedication, and integrity of all of the people at GBK Advisors. They always go above and beyond to make sure everything is done right, on time, and that we understand all the details. My highest recommendation and gratitude!“

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

“In my experience with them, they were very friendly, insightful and helpful. Very nice people.“

“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!“

“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.“