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Cary
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Cary
Showing 531 to 540 of 764 CPAs in Cary, North Carolina
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Jaymee D. Patel
Certified Public Accountant
Verified Licensed
Location Cary, North Carolina 27519
As a certified public accountant based in Cary, North Carolina, Jaymee D. Patel brings extensive experience to her clients, with over 15 years of expertise in providing general accounting and advisory services. Her specialization in basic accounting services, small business accounting, and financial planning enables her to cater to a diverse range of business structures, including S-corps, partnerships, and family-owned enterprises. She also provides efficient payroll processing and compliance services, ensuring that businesses meet their financial obligations and stay up-to-date with changing regulations.
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Ted R. Watson
Certified Public Accountant
Verified Licensed
Location Cary, North Carolina 27511
Ted R. Watson is a licensed Certified Public Accountant based in Cary, North Carolina, with over 15 years of experience in the field. His areas of specialization include general accounting & advisory services, bookkeeping & financial statement compilation, basic accounting services, business tax services, and tax compliance. As a seasoned professional, Ted serves a diverse clientele including individuals and families, entrepreneurs, and startups, providing expert guidance on financial management and tax planning.
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Patricia T. Johnston
Certified Public Accountant
Verified Licensed
Location Cary, North Carolina 27511
Patricia T. Johnston is a certified public accountant based in Cary, North Carolina, with over 15 years of experience providing accounting services to small and medium-sized businesses. Her specialization in individual tax services and small business accounting enables her to effectively navigate complex financial situations and provide comprehensive financial guidance to her clients. Her practice includes a dedicated focus on retirement account tax reporting, ensuring accurate and compliant treatment of client funds, as well as bookkeeping and financial statement compilation services to support business decision-making and planning.
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Erica J. Klostermeier
Certified Public Accountant
Verified Licensed
Location Cary, North Carolina 27519
As a certified public accountant with over 15 years of experience, Erica J. Klostermeier provides tax compliance and financial guidance to small and medium-sized businesses, entrepreneurs, and startups in the Cary, North Carolina area. Her expertise spans basic accounting services, general accounting and advisory, and retirement account tax reporting, allowing her to cater to the diverse needs of her clients. With a focus on small business accounting, Klostermeier assists her clients in navigating complex financial regulations and ensuring timely tax compliance, helping them make informed decisions about their business operations.
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David A. Seran
Certified Public Accountant
Verified Licensed
Location Cary, North Carolina 27519
David A. Seran is a certified public accountant with an office in Cary, North Carolina, serving the needs of individuals and small and medium-sized businesses in the area. With over a decade of experience in accounting, his practice focuses on providing expert tax planning and consulting services, as well as IRS representation to clients facing tax issues. As a seasoned practitioner, Seran has developed a strong specialization in areas that include individual tax services, business tax services, and basic accounting services, helping clients navigate complex financial situations and achieve their financial goals. Based on these specializations, he is well-equipped to serve a diverse range of industries, from small business owners to individuals and families requiring personalized tax guidance.
BC
Brian C. Jordan
Certified Public Accountant
Verified Licensed
Location Cary, North Carolina 27511
Based in Cary, North Carolina, Brian C. Jordan provides individual and business tax return preparation services for clients across various business structures. With over 15 years of experience, he specializes in basic accounting services, financial planning, and business tax services for small and medium-sized businesses. His expertise includes advising on general accounting and financial matters, helping clients navigate tax laws and regulations.
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Michelle A. Boudreau
Certified Public Accountant
Verified Licensed
Location Cary, North Carolina 27511
Michelle A. Boudreau is a certified public accountant (CPA) based in Cary, North Carolina, with over 12 years of experience providing accounting services to small businesses and individuals. She specializes in basic accounting services, business tax services, and small business accounting, helping family-owned enterprises and individuals navigate complex tax regulations and financial requirements. Michelle is skilled in sales tax compliance and tax planning, ensuring clients are compliant with applicable laws and regulations and taking advantage of available tax savings opportunities.
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Lisa B. Romeo
Certified Public Accountant
Verified Licensed
Location Cary, North Carolina 27511
Located in Cary, North Carolina, Lisa B. Romeo offers comprehensive accounting services to a diverse range of clients, including individuals and families, as well as various business structures. With over 10 years of experience providing basic accounting services, individual tax services, and tax compliance support, her expertise spans a broad spectrum of accounting needs. Her services include IRS representation, bookkeeping, and financial statement compilation, helping clients maintain accurate financial records and meet their tax obligations. Serving the local community since 2005, Lisa B. Romeo's accounting services cater to the unique needs of small businesses and individuals, ensuring compliance with accounting standards and tax regulations.
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Jodi N. Messier
Certified Public Accountant
Verified Licensed
Location Cary, North Carolina 27513
Cary-based certified public accountant, Jodi N. Messier, has over 15 years of experience providing accounting services to small businesses and entrepreneurs in the area. Her expertise includes tax compliance, basic accounting services, and payroll processing and compliance for family-owned enterprises and startups. Jodi represents clients before the IRS and stays up-to-date on the latest accounting standards and regulations to ensure her clients' financial needs are met.
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Timothy R. Miller
Certified Public Accountant
Verified Licensed
Location Cary, North Carolina 27518
With over 15 years of experience as a Certified Public Accountant, Timothy R. Miller serves the business and individual tax needs of Cary, North Carolina. His practice focuses on providing basic accounting services, individual tax services, and tax compliance expertise to family-owned enterprises and individuals. Miller also provides specialized support for retirement account tax reporting and sales tax compliance, ensuring his clients are in full regulatory compliance.

North Carolina's thriving CPA market serves a rapidly growing state with strong banking, technology, and life sciences sectors. The North Carolina State Board of CPA Examiners requires 150 semester hours for licensure. CPAs must complete 80 hours of continuing professional education every two years, including 4 hours of ethics and minimum technical requirements.

Key Tax Considerations: North Carolina has a flat 4.5% individual and corporate income tax following recent reforms, creating a relatively simple tax environment. CPAs commonly handle state income tax compliance, sales and use tax, and various business incentives for economic development. The Research Triangle's concentration of startups and tech companies creates demand for equity compensation planning, venture capital accounting, and R&D tax credits. Growing population from higher-tax northeastern states creates opportunities in residency planning and wealth preservation strategies.

Industry Specializations: Banking and financial services (Charlotte is the nation's second-largest banking center), biotechnology and pharmaceuticals (Research Triangle), technology and software, healthcare systems, higher education, manufacturing, agriculture, and furniture production are key practice areas. Charlotte CPAs often specialize in banking regulations and financial services, while Raleigh-Durham focuses on technology startups and life sciences companies.

For CPA Professionals: The North Carolina Association of CPAs provides robust resources across a large, growing state. Charlotte offers big-city opportunities with major banking presence, while the Research Triangle (Raleigh-Durham-Chapel Hill) provides innovation economy focus. Greensboro, Winston-Salem, and Asheville offer secondary markets with lifestyle benefits. The state's business-friendly tax reforms, continued in-migration, and diverse economy create expanding opportunities. Excellent universities provide strong talent pipeline, and the moderate climate and lower cost of living than northeastern states attract both practitioners and clients.