Roadmap Financial Consulting, LLC

Tax Preparer
Greensboro United States

(336) 291-3535 Click to dial

Rated 5/5 (11 Recommendations)
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“Tax Strategies Designed To Enhance Your Retirement.”

Contact Details

  • Business
  • Roadmap Financial Consulting, LLC
  • Logo
  • Roadmap Financial Consulting, LLC Company Logo by Roadmap Financial Consulting, LLC in Greensboro NC
  • Online Social Profiles
  • Phone Number
  • (336) 291-3535
  • Location
  • 109 Muirs Chapel Road
    Lower Level
    Greensboro, NC 27410
    United States

Professional Background

  • Hours of Operation
  • 9:00 AM - 7:00 PM Monday - Friday
    And By Appointment
  • Accepted Forms of Payments
  • Cash
    Check
    Credit & Debit Cards
  • Fee Structure
  • Our Regular Price is $129, however if you or your spouse is at least 60 years of age you qualify for our discounted pricing of $99.

    What’s included for our regular price?

    1) Federal and North Carolina – Personal Tax Return Preparation
    2) Electronic Filing and paper copies for your records.
    3) A complimentary second opinion on the previous three years of tax returns – we will evaluate if more tax was paid than was owed.

    What’s not included for our regular price?

    1) Preparing tax returns for additional states (an additional $25 per extra state)
    2) Large amounts of stock trades (fee established prior to beginning preparation)
    3) Rental Properties (fee established prior to beginning preparation)
    4) Bookkeeping (organizing records – fee established prior to beginning preparation)
    5) Business Income (Schedule C – fee established prior to beginning preparation)

    Always keep in mind, our goal is to keep all tax preparation fees as reasonable as possible.

    Call for Business Tax Return Pricing.
  • Honors & Awards

    • National Association of Tax Professionals

    • National Ethics Association

    • International Association of Registered Financial Consultants

    • A+ Accredited Business - Better Business Bureau

More About Roadmap Financial Consulting, LLC

We believe in offering the community great value, so we offer professional tax preparation at a fair price. We also believe it is critically important for everyone to understand their own personal tax situation so we take time with each client to explain and review their tax return. The tax code is complicated and it’s not uncommon to unknowingly and unnecessarily overpay when it comes to taxes. We believe it’s our job to not only prepare the tax return, but to help our clients understand and take advantage of tax planning opportunities whenever possible. Our goal is simply to get to know our clients and earn their trust by providing outstanding personal service and comprehensive planning.



Roadmap Financial Consulting, LLC Recommendations


Submitted by Earl & Zona Ridout on Tuesday, Jan 05, 2016

Only ONE Way to Go - Roadmap Financial Consulting, LLC

Two years ago the preparation fee was what attracted us to Roadmap Financial Consulting, LLC to do our income taxes. However, when we arrived there, we were immediately impressed with the attractive location and equally with the staff and Tax Professionals. Our initial meeting involved an overview of their services but also our needs, which created an open and comfortable communication for us. When we added their organized system, the timely scheduling, the follow-up meetings and feedback, along with detailed explanations of the preparations, the cost became irrelevant. The financial counseling and advice we received from Roadmap changed our life and has allowed us to live more comfortable and stress-free as retirees!! We highly recommend Roadmap Financial Consulting, LLC.

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Submitted by Ralph Edwards on Saturday, Jan 02, 2016

Professsionalism

We have been clients of Roadmap Financial Consulting for several years. We are very pleased with the professional services Glenn Mosseller and his staff have provided and will continue as clients.

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Submitted by Louis Trainer on Wednesday, Dec 30, 2015

Great to deal with

No high pressure sales, straight forward recommendations and a wealth (pun intended) of information to make the right decisions. Since we have been going here, my wife and I feel we are better informed about our finances and taxes.

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Submitted by Sharon M Saunders on Wednesday, Dec 30, 2015

Excellent and Reasonable Service

I've used RoadMap for tax preparation services for several years and have found them to be fast and efficient. Courteous and responsive at a very reasonable price. I would highly recommend this firm.

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Submitted on Tuesday, Dec 29, 2015

Professional and Very Reasonable

I switched to Roadmap Financial Consulting, LLC last year after the CPA I had been using for my tax preparation for the past 30 years retired. What made me most happy was the savings I realized from Roadmap and the very professional treatment I received. I wholeheartedly recommend Roadmap!

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Submitted by Howell Nelson on Tuesday, Dec 29, 2015

Great Tax Sevice

Glenn and his team of professionals do a great job of both preparing and explaining the completed tax returns to their clients. I highly recommend this firm to anyone interested in having accurate and timely work done regarding their income tax preparation. Glenn is very thorough and explains the tax returns so that even a novice can understand,

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Submitted by Norma And Robert Slavin on Tuesday, Dec 29, 2015

The place where reliability and peace of mind meet

We have had to prepare our taxes for decades because when we relied on "established" tax professionals we ended up receiving letters from the state explaining tax preparation errors. We have been using the services of Roadmap Financial Consulting for a few years and from the interviewing and document gathering processes one can tell they have your best interest in mind. We highly recommend this business.

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Submitted by Linda Russell on Tuesday, Dec 29, 2015

KEEPING it inOUR NEIGHBORHOOD.

I had a hard time finding someone to do my taxes. I just was not comfortable with being put into that zone of, you are a name and a number, charged to much and then shown the door. Roadmap does for me just what I want and what I need. How much more could I ask for? ( Well, of course there is always ice cream.) For me and my friends, we go to Roadmap.

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Submitted on Tuesday, Dec 29, 2015

Retired Account Executive

Highly recommended for financial services.

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Submitted by MaryAnne on Tuesday, Dec 29, 2015

Very thorough and professional

As a new client, my prior tax return was reviewed and an oversight brought to my attention. The previous year was re-filed, with a nice refund due me that had been overlooked the prior year. I was very pleased by the thoroughness and the research that was done to verify that this was a legitimate deduction due me. I am always given a full explanation and all questions answered to my satisfaction.

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Submitted by Banyan Partners LLC on Monday, Dec 28, 2015

First Class Service

I have been a client of Roadmap Financial Consulting for three years and have used their professional tax preparation service for all of my tax preparation requirements. They provide First Class Service that I have been completely satisfied with and I would highly recommend them to anyone looking for professional financial advice and tax preparation help.

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