Testimonials

Our Clients Experience

Clients Review

I’ve worked with Gale for many years as my tax preparer in Raleigh NC. She is a wealth of knowledge when it comes to helping me plan my tax strategy and filing. She stays on top of the laws that change yearly and informs me to what my household qualifies for and what issue I may come across. I learn something new from her every year. She takes the time to explain things to me and we have talks throughout the year to make me aware of what may affect me and my household. I’m now a client of Michael who handles the retirement side of things. What this man knows of financial planning and investing will blow your mind. I feel better about growing Older with their direction and assistance. I would tell anyone to work with these 2 people. Honesty and trustworthiness is what you will be receiving from them. They work to make sure their customers are satisfied but most importantly taken care of. You would be doing yourself a disservice not working with these people and this company.

I’ve been using gale for a few years now, and she is simply amazing even with federal audits. I would highly recommend paying her a visit She has always done such a great job making sure everything is well explained She is very professional, friendly, and efficient