Davies Goldstein & Associates 3633 Pleasant Plains Road, Matthews, NC 28104
About the Business
Davies Goldstein & Associates is a reputable accounting and finance institution located at 3633 Pleasant Plains Road in Matthews, North Carolina, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Davies Goldstein & Associates to provide expert advice and personalized solutions to help them achieve their financial goals.
Location & Phone number
3633 Pleasant Plains Rd, Matthews, NC 28104, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have used DGA since 2009 for my business and personal taxes. I have always had positive experiences, a high level of communication, and have received vital tax structuring advice along the way. A great business partner!"
"My QuickBooks advisor recommended DG & Assoc. to me in 2010 to do our taxes both business and personal. She had been working with them and had recommended them to many of her clients, myself included. My experience with them over the past 13 years has been wonderful. Not one hitch nor one glitch. They were easy to work with as they outlined everything that they would need to do the return. We have since sold our business and moved to Florida, however DG & Assoc still do our taxes and will continue to. Gail Hamilton"
"I’ve been using DGA for a few years to file my tax returns and this will be the last. Sent over my signed e-file and paid invoice. Assumed they got all of that, but they didn’t say and come to find out when I asked about my return, they didn’t e-file my returns because they didn’t see the emails I sent or the paid invoice. Now, I’m waiting another 3-5 weeks on even receiving my return due to their incompetence. All I got was an email saying they apologize for the delay."
"I think I spoke to Jack personally a couple of times, but it is his staff that I really wanted to commend. Everyone went above and beyond after my wife was killed and was extremely helpful. I know that it is human nature to only leave reviews when something bad has happened, but I think one should give praise when praise is due, and they couldn't have been nicer or more understanding."
"We used Jack's services for a few years and with each passing year Jack dropped the ball more and more. His errors cost us quite a bit of money. Jack failed to offer a reasonable explanation when questioned on his errors. He did apologize but that didn't cover the costs of his egregious mistakes. To make matters worse he did a re-file on our recent taxes and failed to notify us that he did the refill and that we owe more money than his previous return. Extremely unprofessional. Needless to say we have terminated our Clint relationship with him and his firm."
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