Best Tax Attorney Cary Near Me

Smith & Smith, CPA Bradford Law Offices Stephen P Stewart Law Edmundson CPA, PLLC AKRAM | Assurance, Advisory & Tax Firm Brodie CPA,PLLC HB MORGAN

1. McCuiston Law Offices, PLLC - Cary

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· 22 reviews

200 Towne Village Dr, Cary, NC 27513

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2. Smith & Smith, CPA - Cary

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· 44 reviews

1150 Executive Cir #5, Cary, NC 27511

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3. Bradford Law Offices - Cary

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· 15 reviews

455 Swiftside Dr #106, Cary, NC 27518

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4. Stephen P Stewart Law - Cary

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· 2 reviews

2500 Regency Pkwy, Cary, NC 27518

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5. W. Marc Gilfillan, CPA - Cary

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· 10 reviews

523 Keisler Dr #201, Cary, NC 27518

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W. Marc Gilfillan, CPA: what do users think?
rod bowen: As a small business owner I had to find a new accountant this year to do my S corp taxes as well as personal. Marc was recommended and I can't say enough nice things about him and his staff. In the past it had been a struggle with my former CPA as far as getting my returns to me in a timely manner and communicating. Well those days are gone!Marc took the time to listen what my needs were and and had my returns back to me in a very short time. His staff was extremely courteous and made me feel like I've been a client for years. I cannot say enough good things about the service I received and I would highly recommend Marc and his team to anyone looking for an accountant.
rob filosa: Positive:Professionalism,Quality,Responsiveness
Robin Haynes: Marc has prepared my taxes for several years. I have a unique situation and I wouldn't trust anyone else. Marc and the team are professional in every way.
David Truax: My wife and I have done business with Marc Gilfillan for almost twenty years. He has worked with us to prepare and file our annual tax returns. Further Marc has also helped with the tax needs of others in our immediate family - both living in other states. Marc has always been accurate, helpful, insightful and professional. We have complete confidence in Marc helping us deal the this complex and demanding annual task. Marc is ably assisted by a solid office team. Together they annually provide calendar yearend instructions regarding tax code changes as well as tips that help with assembly of the data needed to prepare our tax filings. Should questions arise, Marc and his staff have always been responsive and timely. We are totally satisficed the the Gilfillan team.
Arch Williams: Positive:Professionalism,Quality,Responsiveness,ValueMarc is a great Accountant. He is knowledgeable but his best skill is listening. I have been a client of his for more than 20 years and have always been impressed by his service to his clients.
April S.: Great team, quick service, professional and friendly!
Deb Bell: I've been going to March for years! Trust his experience and dedication, always. Tells it like it is and is on top of changes, etc. I like that.
Robert Geiger: Marc has done an exceptional job with my taxes, both personal and corporate, each year since 1993. I trust Marc completely to do the right things. One time, my company was audited in the 90's and he was there to guide me through the process. He is a life saver!. I've enjoyed working with Marc and recommend him without reservation.
Gerry Blanke: Marc has been doing my taxes for the last couple of years, and ive had a number of issues using him as my CPA.I was audited for a tax return I had submitted a few years back. When I called Marc so he could help me with it ( I assumed he would since he did my taxes that year), I was told by his assistant that he was "not taking appointments at this time" and for the next few months. So I paid roughly 300 dollars for him to file my taxes for basically nothing.Eventually, when he started taking appointments again, I came by his office and dropped all my paperwork for my audit so he could go over it. I waited several weeks, no email, no call back, no update on what was going on. I called his office back, and they said they had lost all my paperwork. LOST?! What am I supposed to do now. Major Inconvenience.Marc himself is a nice enough person, but the attention to detail and professionalism of his business is severely lacking.

6. Robert L. Gomez CPA, P.C. - Cary

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· 33 reviews

5000 Centregreen Way Suite 500, Cary, NC 27513

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7. Edmundson CPA, PLLC - Cary

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· 12 reviews

102 Commonwealth Ct Suite J, Cary, NC 27511

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Edmundson CPA, PLLC: what do users think?
Kim McHugh: I received a penalty letter from the IRS for failure to file. The 1120S was filed in March of 2023, but the IRS indicates that it should have been submitted by December of 2022. I paid Mr. Edmundson for his tax services throughout 2022 with the payment for this filling to happen back in August of 2022.Once I received this letter, I called Mr. Edmundson and he suggested I call and ask for a first time abatement since he indicated he had sent the 1120s on time. I called the IRS on April 10, 2023 and at that time they stated that he had requested an extension for a calendar year and submitted a fiscal year return, and that I would need either an 8821 or 2848 to be submitted to fix the error before an abatement could be issued.I immediately contacted Mr. Edmundson to find out where the error existed and explained what the IRS had told me. He made no attempt to help me understand but rather ended up yelling at me and hanging up the phone. Further attempts via email (which I have saved) indicate that he felt there was no error on his part and he would make no attempt to contact the IRS on my behalf to discuss the matter. Instead, he sent me an 8828 to sign, which I did and then hand delivered to his office.Today, April 17, 2023, I reached out via email for confirmation of this being mailed so that I could contact the IRS and let them know it was going to be sent. He made no indication of sending the document and instead offered more criticism and complaint instead. When I responded to that and asked him to either contact the IRS or let me know when the letter was submitted, he responded with "please do not contact me again."
Bill Coyle: Very pleased with the work that Drew did on my mother-in-law’s estate tax returns.
Gary Yellin: Drew has been my accountant for 30 years. Yes, thirty years!! I am very disorganized in how I keep my records, but somehow, Drew always manages to make sense of my mess. I trust Drew. His advice is always based on how things are supposed to be done. I don't like to cut corners when dealing with taxes, and Drew does a great job of counseling me on what my options are, and which decisions he thinks are the right ones to make. He is not just a numbers cruncher, but is a very trusted adviser. I am always happy to refer any of my friends or clients to Drew.
Ivy Stokes: Drew and his team have prepared our taxes for over 15 years. We stayed with him even though we moved out of NC and don't see that changing anytime soon. We are very satisfied and recommend his services to anyone looking for an accountant.
Jiten Patel: Edmundson & Co. has been my business and personal accountant for the past 7 years. They have always been very professional, prompt and knowledgeable. I would recommend them for your small business or personal needs.
Kenneth Miles: We have had our tax returns prepared by Drew Edmundson for a number of years. He has consistently done a good job and has provided sound advice. I would definitely recommend him.In terms of areas for improvement, the people that support Drew (and whom we as a customer, deal with most frequently) are not always as friendly and customer oriented as they should be. Definitely needs to improve.
Marietjie Wessels: Edmundson & Company, CPAs have been doing our tax returns for more than 15 years. For the last 9 years they have also been handling all the business relating to my husband's LLC. During this time we have got to know them as people of integrity for whom it is very important to do the right thing, no matter what. Drew is extremely knowledgeable about tax matters, keeps abreast of all new developments and informs his clients in a very timely manner. Above all, he and his staff always give us personal and friendly attention whenever we drop in at the office. I highly recommend this company to anyone who is looking for a reliable company to handle their tax-related matters.
Kevin Ryan: I have been with Edmundson & Co. for well over 10 years. During this time I have started a business, bought and sold homes, put kids through college. Drew and his staff have always provided professional, competent service. One of the best aspects of visiting this business is the personal attention you receive. Mary Jo is always ready to help you get started and make sure things run smoothly. Drew is always available either by phone, e-mail or at the office.I recommend Edmundson & Co. to all my friends and family.Thanks again to all of you at Edmundson & Co. for another successful year!
veda Williams: Drew & his team have completed our taxes since 2005. We've moved from the RDU area and he is still the only one we trust to do our taxes. Great folks to deal with; they exhibit integrity, professionalism, honesty & are dependable. They stay up-to-date and knowledgable of new tax laws/provisions. We highly recommend Edmundson & Co for all your tax/financial needs!Veda & Les Williams
Joseph Rogers: Edmundson and Company have been completing my yearly tax returns for a couple years now, and I could not be more satisfied. They are professional, knowledgable, and provide a quick turn-around. If you need a full-shop experience in Cary, this is the place to go.

8. AKRAM | Assurance, Advisory & Tax Firm - Cary

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· 65 reviews

206 High House Rd Suite 106, Cary, NC 27513

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9. Ashwani Arora, CPA PLLC - Cary

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· 8 reviews

1019 Upchurch Farm Ln, Cary, NC 27519

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10. Brodie CPA,PLLC - Cary

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· 8 reviews

2500 Regency Pkwy, Cary, NC 27518

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11. HB MORGAN - Cary

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· 24 reviews

215 E Chatham St Suite 210, Cary, NC 27511

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