HB MORGAN 215 East Chatham Street, Cary, NC 27511

"Olivia at HB Morgan has been amazing to work with. She is extremely knowledgeable and was able to answer our most complex tax questions. I know that when we file our taxes through HB Morgan we are getting the most accurate return as possible."

"I’ve been a client for a number of years and I have nothing bad to say about this firm. From the office manager, Leslie Gammon to my accountant, Edgar Ramirez to my CPA, Alan King, it's a great team and well worth the time to take your business to HB Morgan. They get the job done!"

"I started working with HB Morgan about 3 years ago, after my original accountant suffered health issue. With Maggie and Olivia’s help we were able to correct all the issues and get everything back to on-track. I particularly appreciate so much Maggie’s understanding and here willingness to help. Thank you Maggie and HB Morgan team for all your support."

"If you care about your personal or business financials DO NOT HIRE! HB Morgan consistently made us feel like everything was okay for our business financials and was very communicative at first…until we started receiving letters from federal AND state agencies about late/missing payments, including the IRS about unpaid taxes (a service we paid $1400 a month for!). SUDDENLY the firm became overwhelmed with other clients to the point that our bookkeeper (Ashley) wouldn’t answer our calls or emails for days at a time. Meanwhile, instead of answering our questions or responding to us, payments were being made without any acknowledgment of the fees or interest being charged on those payments due to their negligence. The receptionist (Leslie) began dodging our calls, the CPAs (Alan and Olivia) were consistently uninformed or incapable of answering our questions, and the incompetence of some of their employees was beyond excusable. It took over a month after firing them before they were able to provide us with CORRECT financial statements. Please reread the previous sentence again, as I assure you it was as unbelievable as it sounds. It was not until over a month after they were fired that they were able to provide a balance sheet and income statement that were not wildly incorrect. It would be courteous, professional, and flat out respectful for accounting professionals to have the wherewithal to not only catch their mistake(s), but bring it to the clients attention and stand behind their work with a valid reason for the issue; not to mention making a commitment to prevent it from occurring again. We had to track down their mistakes and bring it to their attention before they would even consider paying for the internet and fees incurred as a result of their mistakes. I’m warning you to leave all sorts of reasonable communication expectations at the door with this firm. I am also warning you to get all communication in writing as they will go out of their way to give you a runaround or provide insufficient and confusing answers over the phone/in person. After enduring the countless hours of confusion and headache caused by this firm, I would strongly recommend to anyone in search of an accountant to go literally anywhere else."

"I have been dealing with this firm for about four years now to file my taxes. This year, I emailed the CPA who used to file my taxes. But Leslie Gammon, the office manager, did not respond promptly to my request and did not guide me to another CPA to do the work. I had to send several emails to get feedback. Finally, I sent an email telling her that I was disappointed with the way she handled my request. Then she sent me an email blaming me for that. This is not the way that she should deal with customers! Very disappointed!"