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Cornelius
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Cornelius
Showing 111 to 120 of 122 CPAs in Cornelius, North Carolina
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Barbara D. Sommer
Certified Public Accountant
Verified Licensed
Location Cornelius, North Carolina 28031
Based in Cornelius, North Carolina, Barbara D. Sommer provides a range of accounting services to family-owned enterprises and entrepreneurs. With over 15 years of experience in basic accounting services, individual tax services, and small business accounting, she offers specialized support for retirement account tax reporting and general accounting advisory. Her services cater to the unique needs of startups and growing businesses, helping them navigate tax compliance and financial planning.
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Jacob S. Pensler
Certified Public Accountant
Verified Licensed
Location Cornelius, North Carolina 28031
Based in Cornelius, North Carolina, Jacob S. Pensler is a certified public accountant offering services to family-owned enterprises and businesses with various structures. With over a decade of experience, Mr. Pensler specializes in tax compliance, individual tax services, and basic accounting services, helping clients navigate complex tax regulations and ensure financial accuracy. His expertise extends to representing clients in front of the IRS and preparing tax reports for retirement accounts, providing comprehensive support for business owners and individuals alike.
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John M. Lucarelli
Certified Public Accountant
Verified Licensed
Location Cornelius, North Carolina 28031
Based in Cornelius, North Carolina, John M. Lucarelli provides professional accounting services to small and medium-sized businesses. With over [Number of Years] years of experience, he specializes in basic accounting services, financial planning, and tax compliance for a variety of business structures, including S-Corps, partnerships, and LLCs. Additionally, he offers general accounting and advisory services, as well as IRS representation to help clients navigate complex tax issues.
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Dan S. Rice
Certified Public Accountant
Verified Licensed
Location Cornelius, North Carolina 28031
Based in Cornelius, North Carolina, Dan S. Rice is a certified public accountant with over 20 years of experience in providing accounting expertise to small and medium-sized businesses. His specialization lies in basic accounting services, small business accounting, and business tax services, offering valuable insights to entrepreneurs and startups navigating complex financial landscapes. Notably, Dan provides comprehensive tax planning and consulting services, ensuring clients stay compliant with tax regulations and minimize their financial liabilities.
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Scott D. Adams
Certified Public Accountant
Verified Licensed
Location Cornelius, North Carolina 28031
Based in Cornelius, North Carolina, Scott D. Adams provides expert financial guidance to entrepreneurs and family-owned enterprises, with a focus on individual tax services and tax compliance. With over 15 years of experience in public accounting, he offers services including IRS representation, bookkeeping, and financial statement compilation, helping clients navigate complex financial situations with confidence. Whether providing basic accounting services or assisting with tax preparation, Scott's expertise is rooted in his specialization in individual tax services and tax compliance, making him a valuable resource for businesses and individuals in the Cornelius area.
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Gloria A. Thompson
Certified Public Accountant
Verified Licensed
Location Cornelius, North Carolina 28031
Gloria A. Thompson is a Certified Public Accountant based in Cornelius, North Carolina, with over a decade of experience in providing general accounting and advisory services. Her expertise spans basic accounting services, financial planning, and tax compliance, with a focus on meeting the unique needs of entrepreneurs and small to medium-sized businesses. Thompson also represents clients before the IRS, offering guidance and support during audits and other tax-related matters.
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Eric J. Wade
Certified Public Accountant
Verified Licensed
Location Cornelius, North Carolina 28031
Located in Cornelius, North Carolina, Eric J. Wade is a seasoned accountant with over 15 years of experience providing expert financial guidance to family-owned enterprises and small and medium-sized businesses. His areas of specialization include basic accounting services, business tax services, and tax compliance, helping clients navigate complex tax laws and regulations. With a focus on general accounting and advisory, as well as sales tax compliance, Eric Wade delivers accurate and timely financial support to his clients. He maintains a deep understanding of the unique financial challenges faced by family-owned businesses and small to medium-sized enterprises, and his expertise includes sales tax services, a valuable asset for businesses operating in the region.
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Patricia E. Smith
Certified Public Accountant
Verified Licensed
Location Cornelius, North Carolina 28031
Patricia E. Smith is a certified public accountant based in Cornelius, North Carolina, with over 15 years of experience in accounting and taxation. She specializes in providing comprehensive accounting services to small businesses and entrepreneurs, including sales tax compliance and tax planning and consulting. Her expertise spans various areas, including basic accounting services, business tax services, and small business accounting, which enables her to cater to a wide range of clients, including individuals and families. Smith has extensive knowledge in navigating complex tax laws and regulations, allowing her to provide informed guidance to her clients and help them achieve their financial goals.
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Patrick R. Furlong
Certified Public Accountant
Verified Licensed
Location Cornelius, North Carolina 28031
Based in Cornelius, North Carolina, Patrick R. Furlong is a certified public accountant with extensive experience. With over 15 years of experience, he specializes in providing financial planning and individual tax services to small and medium-sized businesses, as well as family-owned enterprises. His services include sales tax compliance and preparation of individual and business tax returns.
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Stephen J. Rosenbaum
Certified Public Accountant
Verified Licensed
Location Cornelius, North Carolina 28031
Based in Cornelius, North Carolina, Stephen J. Rosenbaum provides accounting services to family-owned enterprises and individuals. With over 20 years of experience in CPA services, he specializes in basic accounting services, small business accounting, and tax compliance. His expertise in payroll processing and sales tax compliance helps businesses navigate complex financial regulations. Rosenbaum's practice primarily serves family-owned enterprises and individuals in the Cornelius area, offering tailored accounting solutions to meet their unique needs. He is a certified public accountant with a demonstrated commitment to delivering accurate and timely financial guidance to his clients.

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.