Charlotte, NC Taxes

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1. Debi G. Hill, CPA

7422 Carmel Executive Park DrCharlotte, NC 28226

(704) 378-8612

From Business: Personal Accounting & Tax Advice. Certified Public Accountant. Corporate & Individual Income Tax Preperation, Corporate & Small Business Accounting, Payroll Prepe…

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Helpful Reviews 
Foundation Financial Group
gerrygisela rated
I just wanted to take a moment...

I just wanted to take a moment to "thank you all" for your support during my application period for a new residential home mortgage.To be truthful, I was skeptical that I would find an institution that would support my goal of acquiring a new mortgage at a lower interest rate plus provide cash out enabling me to achieve one of my goals of adding on to my existing workshop.I had tried several times to get approved through different lenders but only with avail because of some Texas law involving cash out. It ended up costing me time and money. I could have refinanced with my current lender (GMAC Mortgage) who I have been with for 40 years. I was disappointed with their rate and the fact I could not cash out with them.With Foundation Financial, I was not only able to get around the Texas cash out law, but was able to get approval legally because of Foundation's unique position of being able to fund their own loans. This helped a lot.Finally, Foundation Financial, as far as I'm concerned "walked the talk". They not only were able to close my loan technically within 2 weeks, but they walked me through all of my paperwork. Oh! How the government has managed to create more bureaucratic red tape since my last closing. Foundation Financial was able to connect me with one of their insurers to consolidate my insurance plans and actually save me money if you can believe that.

Foundation Financial Group
victormarlin rated
"True to their word"... is the...

"True to their word"... is the exactly what we received in customer service from Foundation Financial. Andrew and Dana are the BOMB! Andrew told us it would take two weeks to close on our loan at the initial phone call; We did not believe it could happen. We had been trying to refinance our home with our current bank for over 2.5 months with no success. At Foundation Financial, it happened in exactly two weeks, my husband and I were astound. Both Andrew and Dana worked late hours to ensure every step of the process was covered. They were both patient and guided us through it all till the end. We had refinanced before but never with a lender that is so diligent in getting the loan closed in a timely manner and with outstanding customer service! We will definitely use Foundation Financial again and we will highly recommend them to others.

Foundation Financial Group
maureenharsh rated

I just wanted to tell you how much I have enjoyed talking to you every day Allie. I had received several calls for refinancing my house, but I knew you were the one I wanted to work with when I heard that upbeat personality in your voice. It has been a real joy working with you. My loan got closed just as fast as you said it would in the beginning. Thank you Allie for the hard work you put in to my loan to get it closed so quickly. I am so happy I decided to work with Foundation Financial Group and you. You were honest the entire time and everything you said matched everything you did. I was looking to save money so I can retire and you ended up saving me more than I thought I could save. Thank you Allie for finding a loan that met my needs. I will be referring you to anyone I know that wants to refinance.

Foundation Financial Group
paulkatrinaa rated
Sara , you were the greatest, ...

Sara , you were the greatest, don't change anything. You were always very prompt on everything. I couldn't be happier.I was hoping to buy the farm with the pay out but am fine with the lower interest rate. I bought my Hummer back and Elsa traded her HHR in and bought a Hummer 3 so now we have 2. Finished the basement an my daughter is settled in. Mabu next year if everything goes good and a few more improvements on the house, we will try again and find and the good deal on a small farm.Hope you are there when I decide to refinance later or invest in a farm.

Foundation Financial Group
taraharoon rated

I just wanted to express my thankfulness to you and your company. You have been amazing in getting things done for us and were willing to work late hours to see to it. Your financial advice was so helpful and you went out of your way to share experiences and different routes that we could go to refinance our home and consolidate too. You have an incredible personality and I will miss working with you.I will definitely share my experience with friends and family and let them know how much I appreciate you and your company.

Crunch Time Tax
Nicole P. rated

Last year we sold our house, moved to Charlotte, rented for a few months, then bought a new house. I work from home as an independent contractor so needless to say our tax situation was really complex! Thank goodness we searched online for a tax accountant and came across Rick's website. He is very genuine and really, really cares about saving money for his clients. Our complex tax return was wrapped up within two weeks of first contact and no corrections were necessary.

Foundation Financial Group
foisterbarri rated
Mr. Cunningham, I would like t...

Mr. Cunningham, I would like to extol your professionalism, communication skills and sincere caring about me. Your ability to assist in overcoming obstacles was immeasurable. The refinancing of my home was by far the smoothest I have ever experienced. I would appreciate it if you would promulgate my comments to those you work with. In that way, they may bear witness to customer praise of your abilities.

Foundation Financial Group
elizabethheem rated

Just want to thank-you again for "going beyond the call of duty" in closing my loan. Who knew so much would be happening in my life at time we were trying to close?!Cindy, if it had not been for your kindness, and caring personality, I probably would have given up on the process. I hope Foundation Financial Group realizes what an outstanding employee you are.

Foundation Financial Group
bobbob2 rated
I could not believe how effici...

I could not believe how efficiently and quickly the refinance process was. Most everything is completed via phone, on-line or fax, and when it's time for the closing- the closing staff will come to your home. This refinance was so simple. Sara and Ryan made sure to answer all of our questions and kept us informed throughout the entire process.

Moyer Smith & Roller PA
Barb O. rated

An audit can be stressful including process for any business and we certainly make mistakes, but Wesley was always clear in any instructions he gives us in making corrections and always provides good guidance going forward to help us avoid future mistakes and to make improvements to our financial system.

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