At Self & Associates, CPAs, PC, we provide individual service to assist you with all of your accounting, tax, and business financial requirements. To assist you get began, we provide a free 30-minute consultation.
Services
Lori is a graduate of the University of North Carolina at Charlotte and has a degree in accounting. She has more than 25 years of experience in public and private accounting. Lori began her career at a large not-for-profit in the Research Triangle Park and continued at not-for-profits until 2000 when she began working for a local CPA firm.
We have a new, secure, portal for delivering your tax returns. You will be able to log in with a secure ID to view or download your return; you will also be able to upload information to us through this same portal. Instead, we will email an editable PDF document to you that you can complete and save to your computer, then return to us through our secure portal. We still offer the traditional organizers of paper-by-mail or email of a PDF that you can print at home, fill out by hand, and return to us.
Reviews (2)
Robin Harris
Nov 16, 2020
My mom and dad used this firm for several years. Tax information was provided timely and/or early but were always filed slowly. 2019 taxes were submitted in February but were not submitted until May. To date in 2021, the Federal refund has not been received and they have not offered any assistance to get status. Their services are on the higher price end but they have not been helpful. I would not recommend them.
Boyce Byerly
Nov 08, 2018
I used this firm for several years, and had a great accountant named Worth Colvard. He was on the higher price end, but was very responsive, quick, and accurate. Worth unfortunately retired and handed my taxes over to a Donna Dillehay, a more junior person, and things went downhill. She took forever to do my 2015's, and either ignored my questions or charged me a la carte for them, often several hundred dollars.
My taxes weren't totally simple -- several W2's, some 1099 consulting work, and some alimony -- but they are far from "complicated". I'll say the final bill on the tax preparation was more than double the most I've ever paid, before or since, on my 2015 taxes. And than was only the beginning. I started getting fines and penalties the next year, and it took me until June of 2018 to get everything straightened out.
She'd ignored my questions about quarterlies, which ended up with me having to seriously scramble. She forgot to enter 2 of my 1099's, which hit me with penalties and taxes. I had withdrawn some 529 money, and she never told me I had to fill out a a form on that one. What truly upsets me is that she charged me extra for cleaning up the mistakes, blamed them on me, and then threw an extra high interest "service fee" on top of that for the month we argued about whose fault it was. I have moved to another accountant who is personable, reasonable, and accurate, and am so glad that's over with.
My taxes weren't totally simple -- several W2's, some 1099 consulting work, and some alimony -- but they are far from "complicated". I'll say the final bill on the tax preparation was more than double the most I've ever paid, before or since, on my 2015 taxes. And than was only the beginning. I started getting fines and penalties the next year, and it took me until June of 2018 to get everything straightened out.
She'd ignored my questions about quarterlies, which ended up with me having to seriously scramble. She forgot to enter 2 of my 1099's, which hit me with penalties and taxes. I had withdrawn some 529 money, and she never told me I had to fill out a a form on that one. What truly upsets me is that she charged me extra for cleaning up the mistakes, blamed them on me, and then threw an extra high interest "service fee" on top of that for the month we argued about whose fault it was. I have moved to another accountant who is personable, reasonable, and accurate, and am so glad that's over with.
