RLC Triad Services LLC

I’m new to the area and needed a tax professional to help me out! I tried using turbotax, but something just wasn’t adding up. Plus, there was that whole debaucle with the IRS not accepting turbotax filings for a bit… but I digress.
I went on another site where you create a «what I am looking for» request, and several tax specialists submitted bids. I ended up going with Rich at RLC Triad Services, but was surprised he didn’t have any Unilocal reviews! I figured I’d be the first to write one since he definitely helped me with my filing this year!
I moved, started renting out my house, had new filings to make with stock grants from my new job, and had QUITE a bit of unpaid expenses from my previous former place of employment… I needed help. I met with Rich at no cost to discuss what I needed and see if I felt like he was the right fit for the job. Immediately, I felt comfortable after talking to him for five minutes.
The meeting place was in his house (which made me a little nervous at first), but that’s where his office is. He told me about his faith and that his business was based on ethics instilled in him by his religious beliefs. He also brought up his family and how working from home increases their quality of life. Basically, he just seemed like a stand-​up guy and someone I could trust with my confidential and sensitive financial info.
He charges per filing document… not amount of hours it takes him to do the work. It sounded fair to me! I provided him with all my documents and let him know where I was struggling. He showed me the forms and information he would need to get the complete picture. With his help, I was able to maximize my refund! I know the information was accurate, but he also offers audit coverage in case that were to happen.
I was completely satisfied with the work he did and plan to use him again next year. He offers a discount for repeat customers, so that should save me 10% next year! Woot!
If you are looking for a tax professional, I would definitely give Rich a call. He helped me so I’m sure he could help you. And if he can’t, he’s the type of person that will honestly let you know that he’s not the right guy for the job.
If you end up meeting with him, let him know Darcy sent you! :-)