Carol King & Associates, P.A.

I've had an ongoing relationship with Carol and her firm since I moved to Asheville to start a business in 2010. Her guidance and expertise have proven invaluable. Our firm currently has our employee retirement accounts in the hands of Carol King & Associates, and we couldn't be happier with the service. I would highly recommend Carol and her team for accounting services and financial planning, for individuals or businesses.

For 2 years, Katherine was my investment account manager and although she was learning this role, she was consistently helpful and responsive. In January, I had a question and when I rang to talk with her, I was told she'd left the firm in the fall. There was no notification to customers of this. Carol is the only other person in her firm who handles wealth management investments and she's a busy person. She'd get back to me, but not with the same timing as Katherine. I decided to move my accounts to another firm where I felt I could develop a long term relationship, but before doing so I asked Laura, the admin asst. if there were any fees to do so. I asked twice, two different times. She responded "no" both times. I moved my IRA's. There was a fee of $250. I asked that this money be refunded and after waiting and following up for 2 weeks, I was told "it's not allowed". I was so excited when I found this firm because of the professionalism demonstrated at the time. Disappointed it didn't continue. Buyer beware, read the fine print and ask all the questions you know to ask.

Granted my books were a mess but with the same info a different CPA amended a year for me and was a $30k difference. They just don’t care about you.

I called to inquire about tax prep services and spoke to George Manes. It was evident during the short call that their services did not match my needs as a very small business. However, George was rude, arrogant, and condescending. I wouldn't work with a firm that chooses such a person to represent them to a prospective new client regardless of how well our needs/services matched.