Filter Results
Four Oaks
Filter Results
Four Oaks
Showing 1 to 9 of 9 CPAs in Four Oaks, North Carolina
MS
Margaret S. Helms
Certified Public Accountant
Verified Licensed
Location Four Oaks, North Carolina 27524
Based in Four Oaks, North Carolina, Margaret S. Helms provides comprehensive accounting services to various business structures, including S-Corps, partnerships, and LLCs. With over 10 years of experience, she specializes in general accounting and advisory, payroll processing and compliance, and individual tax services for small business owners and family-owned enterprises. Her expertise encompasses basic accounting services, tax planning, and financial statement preparation, supporting clients in navigating complex tax laws and regulatory requirements.
TM
Timothy M. Grady
Certified Public Accountant
Verified Licensed
Location Four Oaks, North Carolina 27524
Timothy M. Grady, a certified public accountant based in Four Oaks, North Carolina, has over 15 years of experience serving diverse clients, including small and medium-sized businesses and various business structures. His practice specializes in basic accounting services, individual tax services, and small business accounting, with a particular focus on helping entrepreneurs and owners navigate complex tax laws and financial regulations. Mr. Grady's service portfolio includes IRS representation, payroll processing, and compliance, making him a valuable resource for businesses seeking expert guidance on tax and financial matters.
LS
Leonard S. Woodall
Certified Public Accountant
Verified Licensed
Location Four Oaks, North Carolina 27524
Located in Four Oaks, North Carolina, Leonard S. Woodall is a certified public accountant with over 15 years of experience. He provides a range of accounting services, including IRS representation, bookkeeping, and financial statement compilation, tailored to meet the needs of his individual and business clients. Woodall specializes in basic accounting services, tax compliance, and small business accounting, serving individuals and families as well as small and medium-sized businesses.
DR
Danny R. Jackson
Certified Public Accountant
Verified Licensed
Location Four Oaks, North Carolina 27524
Danny R. Jackson, a certified public accountant based in Four Oaks, North Carolina, brings over 16 years of experience in tax planning and consulting, payroll processing, and basic accounting services. His expertise spans various business structures, including S-Corps, partnerships, and LLCs, serving entrepreneurs and startups in the region. Specializing in tax compliance and business tax services, Mr. Jackson provides tailored solutions to meet the diverse needs of his clients, ensuring accurate and timely financial management and compliance.
JC
James C. Mclamb
Certified Public Accountant
Verified Licensed
Location Four Oaks, North Carolina 27524
Based in Four Oaks, North Carolina, James C. Mclamb is a certified public accountant with over 10 years of experience. He specializes in providing bookkeeping and financial statement compilation services to entrepreneurs and startups, as well as various business structures such as S-Corps, partnerships, and LLCs. Mclamb also offers sales tax compliance services and is experienced in individual tax services and financial planning.
DW
Delia W. Lee
Certified Public Accountant
Verified Licensed
Location Four Oaks, North Carolina 27524
Based in Four Oaks, North Carolina, Delia W. Lee has over two decades of experience as a certified public accountant (CPA) serving the accounting needs of individuals and families, as well as entrepreneurs and startups. Her expertise lies in basic accounting services, small business accounting, and financial planning, making her well-equipped to handle various financial situations and goals. Delia provides tax planning and consulting services, guiding clients through complex tax situations and ensuring compliance with IRS regulations, including IRS representation.
AC
Anita C. Stephenson
Certified Public Accountant
Verified Licensed
Location Four Oaks, North Carolina 27524
Anita C. Stephenson is a certified public accountant based in Four Oaks, North Carolina, with over 20 years of experience in providing accounting services to various business structures. She specializes in offering financial planning advice, business tax services, and basic accounting services tailored to meet the unique needs of entrepreneurs and startups. Her expertise also extends to retirement account tax reporting and payroll processing and compliance, ensuring that her clients stay up-to-date with all tax requirements.
PL
Paula L. Ricard
Certified Public Accountant
Verified Licensed
Location Four Oaks, North Carolina 27524
Based in Four Oaks, North Carolina, Paula L. Ricard, CPA, has been providing expert financial guidance to individuals and businesses for over 15 years. Holding specializations in basic accounting services, business tax services, and tax compliance, she offers tailored solutions for a variety of business structures, including S-corps, partnerships, and LLCs. Her services encompass retirement account tax reporting, bookkeeping, and financial statement compilation, making her a valuable resource for meeting the complex financial needs of her clients.
SB
Shelia B. Woodall
Certified Public Accountant
Verified Licensed
Location Four Oaks, North Carolina 27524
Based in Four Oaks, North Carolina, Shelia B. Woodall is an experienced Certified Public Accountant (CPA) offering general accounting and advisory services to individuals and businesses. With over 15 years of experience, she specializes in providing basic accounting services, including budgeting and financial statement preparation, to small businesses and family-owned enterprises. Woodall's expertise also extends to business tax services, including tax planning and preparation for S-Corps, partnerships, and LLCs, as well as retirement account tax reporting.

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.