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Momentum Tax & Accounting
15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277, United States
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Comments
Ke
Review №1

Mark was extremely responsive and thorough in his review of our taxes this year. We had an unusually complicated situation for the first time, and he walked us through the outcomes, and how to handle it. More importantly he set us on the path to having a better outcome for next year, giving us advice beyond just filling out and filing our taxes. His online portal streamlined document submittals, and provided a great platform for communication regarding our situation. With a quicker then expected turn around and response to questions I highly recommend Momentum Tax & Accounting.--oh and did I mention all for about the same cost as Turbo Tax software?

Ja
Review №2

My wife and I had the pleasure of meeting with Mark back in February to discuss our tax situation. I had been doing our taxes through an online application and never really felt comfortable with the outputs. Mark was able to review our prior year returns and prepare our returns for the 2019 tax year. In doing so, Mark took the time to understand our families situation and provide guidance on how best prepare for coming tax years in an effort to mitigate "surprises".I look forward to working with Mark in subsequent years.

CO
Review №3

Mark is super awesome and very affordable! He fixed my business tax problem and placed me in a position that benefited me first. Additionally, he created a calm atmosphere letting me know that everything is going to be fine. HIGHLY recommend him!

Ro
Review №4

Mark has been our accountant for 4 years. He has helped us tremendously with our financial decisions. He gives us great advice with our retirement questions. We were so glad he started doing taxes this year. With his knowledge and experience, we got more money back then we ever expected. Mark is an exceptional friend and very professional at his job. We are thankful for his time and service and would recommend him to everyone! Ronnie and Beth Fox

pe
Review №5

Mark has managed my portfolio for over ten years. I have been extremely satisfied with his performance.When he announced he was opening a Tax Preparation business, I was thrilled. And jumped at the opportunity for him to handle my personal and trust income tax returns.He has followed through with the same expertise and attention to detail as he has in all his financial consulting. He completed my returns in a timely fashion.I admire that he keeps abreast of all that is going on in his field and continually takes classes to inform him of all things financial." I rarely have time to read for pleasure as there is so much to keep up with in my field," he confided to me.One of his outstanding attributes to me is, he is always accessible and gives you his undivided attention. It makes you feel like you are his only client.I highly recommend his services.-PeggyTaylorsville, NC

Me
Review №6

Mark Kenison at Momentum Tax & Accounting, acted as an Enrolled Agent with the IRS and helped me out of a tax problem where I was relieved of a large tax burden in divorce court, but the IRS came after me anyway. He acted as a liaison, making telephone calls, prepared a case using my court documents, prepared correspondence and helped relieve this burden from my busy life. I would highly recommend him to anyone seeking help, great advice or professional services.

Information
6 Photos
6 Comments
5 Rating
  • Address:15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277, United States
  • Site:http://www.momentumtax.com/
  • Phone:+1 888-593-7772
Categories
  • Tax preparation
Working hours
  • Monday:8am–5:30pm
  • Tuesday:8am–5:30pm
  • Wednesday:8am–5:30pm
  • Thursday:Closed
  • Friday:Closed
  • Saturday:8am–5:30pm
  • Sunday:8am–5:30pm
Service options
  • Online appointments:Yes
Accessibility
  • Wheelchair-accessible entrance:Yes
Planning
  • Appointments recommended:Yes
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