REH CPA, Mooresville

Had to pay quite a bit elsewhere to fix mistakes made here with my books and tax services. There's a lack of professionalism at times with some of their staff. Their priced are on the higher side for the same services from local competitors. They raise prices annually, and I was told they may need to charge extra for extended time spent when that time was my calls to communicate with them in an effort to get their staff to correct their mistakes. It is very difficult to get their CPA's to advise on ways to reduce tax liability, so when you come up with a deduction or a qualified tax strategy they don't seem to want to take the time to implement it. They will input numbers on forms on your behalf, but it seems they are not interested in advising, counseling or evaluating your business and reducing overall tax liability. When attempting to communicate potential applicable tax deductions, I was often reminded that they may have to charge me for excessive time spent. Yet, in our contract, consulting would not result in extra charge. In summary, I did not feel well represented, just well billed.

I’ve had nothing but a great experience working this team. Everyone has been great and exceeded my expectations

I had a fantastic experience would recommend to anyone else looking

Worst business decision I have ever made for my company in ten years since opening my business. They were very good at creating a false sense of trust through sugar coating everything in their sales/ customer service tactic language, but no follow through with care and integrity. I fully communicated my needs for my account before signing contract , after paying a lot of money , they said they I would need to pay more money for the services I was promised. My book clean up took four months to complete , and still found errors that were left undone. This is unbelievable amount of time since I have managed my books with positive feedback from accountant for many years. This will cause large interest fees on our business taxes. I didn’t receive my monthly bookkeeping services for four months even though I was paying for it. This was an extremingly stressful time for me as I knew my books were not being managed or overlooked in any way. Which is a very long time to pay for this $400 monthly service with having no eye on your books. My numbers were unusally low and would have no explanation or information to why. My books were reconciled after 4 months after book clean up. Seems they take on as many clients as possible for profit, which would be my only my assumption for the lack of attention to detail and care to my account. I had two rents checks that went to my landlord and I can confidently say this wouldn’t have been noticed if my landlord didn’t say something because they didn’t pay close attention to what my store and account was actually doing just checking the boxes of reconciliation . Many errors were found and not fixed even after addressing them. After all this said and done, co-founder of the company denied the exit meeting I was promised to understand the new system they placed in my books and finalize errors that took place during my time there. This meeting was important because they created a new system in my books that I do not understand, I had been using a different system for managing my books the last 10 years and now leaving with more stress in my books than before. I highly do not suggest this company due to lack of integrity.

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.

Set up an appointment 2 weeks in advance, they called one time 5 minutes late from the appointment time. When I called back a minute later I got no response tried calling again three times no response. I WOULD NOT RECOMMEND unless of course you like having your time wasted waiting on incompetent people who can't even answer the phone for what was a scheduled consultation. Pathetic service considering I got none Good thing AI is going to take over these jobs and we don't have to deal with people like this. Edit: 🤦🏼I did leave a message *Matthew

Overall, the company has been great in helping me manage the books for my business. Denise is extremely helpful, knowledgeable, and always quick to respond. I really appreciate the support and responsiveness — it makes a big difference!

Cindy Coxon has been doing my books since I started my company. She is a delight, and always fast and reliable!

I have worked with REH CPA for 5 years. They provide bookkeeping services and prepare my annual tax return for my business. I specifically work with Christina and Brenda. They are professional, prompt, helpful and always show a frazzled small business owner tremendous grace. I highly recommend their practice.

Awesome team to work with.