Client Testimonials

“True professionals! I use this firm for my business needs and as a small business owner it’s difficult to find a firm who understands your unique challenges. I so appreciate all they have done for me. I also use them for my personal estate planning and again, top notch! I highly recommend using this firm and let them help you!”

-Amanda Haygood, State Farm Insurance Agent

“Love this company. Highly professional and most important trustworthy. Their priorities are what sets them apart and automatically creates trust. Thank you guys, you’re awesome.”

-Edward Shook

“NC Planning was a very responsive and professional firm. They helped me resolve an issue with my business quickly and efficiently. I highly recommend their services!”

-Nehemiah Mabry

“Very easy to work with and fast. We loved the service and felt very comfortable in working with our Estate plans and will recommend to our friends.”

-Noemi Jaimes

“I recommend NC Planning for handling all estate matters. As a local attorney, I appreciate their attention to details and ease at which I was guided through the process.”

-Ben Whitley, Attorney

“Having Tom as our attorney has been one of the best decisions we have made for our business. Tom’s knowledge of accounting and legal information makes our daily business decisions more clear and precise. Tom has helped make our business stronger by thinking outside the box and assisting us in the expansion of locations throughout North Carolina. If you are in need of a “no nonsense” attorney with a strong accounting background, Tom is your guy.”

-CJ Bouchard, Franchise Owner of Planet Fitness

“Tom has helped us with personal estate planning and business planning. He is certainly an expert in his field! His positive, friendly attitude and professionalism make working with him fun! Thanks, Tom!”

-Jack and Courtney Keller,
Capital City Health Care Providers and Keller Physical Therapy

“The staff at NC Planning always made us comfortable, and provided quick knowledgeable answers. Their prices were fair and there was no up-selling or scope creep to deal with. We asked questions, we heard our options, and the delivery of the documents was professional timely.”

– Ronnie Bouchon, SAS

“Tom really helped us out with an estate issue which required quite a bit of research. He is very communicative and knowledgable. It was a great experience to work with him.”

-Roman Krzywinski, Territory Sales Manager, Aruba Networks

Client Testimonials

Client Kyle Held seeks counsel from NC Planning while planning a new venture

“Tom is the consummate professional. We couldn’t be more pleased with the work Tom has done and his mastery of our business in a very short time was nothing short of remarkable. On a personal level, I can’t say enough about how easy it is to work with Tom. I recommend him with absolutely zero reservations.”

-Kevin Duerr, President of Riverturn, Inc.

“I have used Tom to take care of many legal issues for both my personal and business needs. He has a wealth of knowledge, as he is a lawyer and a CPA. Having an expert in both of these areas makes him a very valuable asset when making business decisions. Honesty, integrity, and reliability are the words that best describe Tom Lenfestey. I highly recommend Tom to anyone that might need help taking care of estate planning or any type of business law.”

-Robert Poole

“Tom is a detailed oriented attorney and best of all easy to communicate with..,He took the time and did research necessary to go above and beyond my expectations..”

-Dr. Matthew Osborne, Osborne Chiropractic Clinic

“Tom has consistently delivered insightful and engaged counsel for us across a number of ventures. He is patient, accessible, and committed to providing value for his clients. We frequently recommend Tom to our own clients and have never failed to receive similar feedback from them.”

-Kyle Held, Client Services Director, Skybound Studios

“Very satisfied with the services received. Very efficient staff.”

– Giselle Ennis

“When searching for the right estate planning partner, one needs a very high level of confidence that his families interest will be protected in a time of need. I have found that level of confidence and peace of mind in working with NC Estate Planning firm of Adams, Howell & Sizemore, PA and specifically estate attorney Tom Lenfestey. The professionalism, knowledge and courtesies Tom and his team have demonstrated are first in class. I rest easy at night knowing my familes needs have been provided for and will be followed through in a professional and caring manner. I would highly recommend this firm to anyone looking for the same type of service Tom and his team have demonstrated to me and my family.”

-Tommy Garnett, President/CEO, Garnett Component Sales, Inc.

“I highly recommend Tom Lenfestey for his skills in estate planning and business contracts. Tom recently prepared a business purchase agreement for me that was comprehensive and so well written that the seller’s attorney was complementary on it as well. Tom is very responsive, helpful, and a great ally in business negotiations.”

-Greg Denning

“The knowledge and integrity that Tom provided was very helpful in what can be a confusing part in everyone’s world, putting together a will, trust etc…He was very patient in answering the many questions that come up going through the planning process, I would strongly recommend him.”

-Jon Bloom, VP/GM at Curtis Media Group

“Tom brings a unique perspective to Business and Estate Planning. With a tax and legal background he is able to proactively address clients needs and concerns.”

-Steve Gaito, Director of Advisor and Enterprise Solutions at Social Security Solutions, Inc.

“I have enjoyed working with Tom at Adams, Howell & Sizemore as well as previously. Tom and I have exchanged business ideas and have helped our clients attain their goals. The client I have referred Tom have been extremely please with his knowledge of law and his interpersonal skills.”
– John Lancaster, CPA, Lancaster & Townsend

“Tom is a detailed oriented attorney that listens to his clients objectives to determine the most appropriate plan of action. I have worked with Tom over the years, and he does a great job for me and our clients. They really like his positive attitude and the many options that he provides to them for their plans.”

-Jennifer Pierson, CPA, Cherry Bekaert, LLP

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