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Lincolnton
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Lincolnton
Showing 1 to 10 of 26 CPAs in Lincolnton, North Carolina
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Anna Caroline C. Shields
Certified Public Accountant
Verified Licensed
Location Lincolnton, North Carolina 28093
Anna Caroline C. Shields is a licensed certified public accountant (CPA) serving Lincolnton, North Carolina, with over 15 years of experience providing accounting services to small and medium-sized businesses, as well as family-owned enterprises. Her areas of specialization include basic accounting services, financial planning, and tax compliance, ensuring clients receive accurate and timely financial guidance. Ms. Shields offers specialized services in payroll processing and compliance, and bookkeeping and financial statement compilation, leveraging her expertise to support clients' operational and financial needs. She has expertise in serving the unique accounting needs of family-owned businesses and small to medium-sized enterprises.
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Carlton T. Smith
Certified Public Accountant
Verified Licensed
Location Lincolnton, North Carolina 28092
With over 15 years of experience in financial services, Carlton T. Smith provides expert guidance to entrepreneurs and startups in Lincolnton, North Carolina. His specialties include basic accounting services, business tax services, and individual tax services, catering to a diverse range of business structures such as S-Corps, partnerships, and LLCs. Smith's services encompass bookkeeping and financial statement compilation, as well as sales tax compliance, to help businesses navigate complex financial regulations.
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Dana L. Harrison
Certified Public Accountant
Verified Licensed
Location Lincolnton, North Carolina 28093
Dana L. Harrison is a certified public accountant with over 15 years of experience in providing accounting services to individuals and small to medium-sized businesses in Lincolnton, North Carolina. Her expertise lies in individual and business tax return preparation, as well as payroll processing and compliance, making her a valuable resource for clients seeking accurate and timely financial support. Harrison's specialization in basic accounting services, financial planning, and individual tax services enables her to offer tailored solutions to meet the diverse needs of her clients. With a deep understanding of the accounting needs of individuals and families, as well as small and medium-sized businesses, Harrison delivers expert advice and guidance to help clients achieve their financial goals.
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Angela B. Gilbert
Certified Public Accountant
Verified Licensed
Location Lincolnton, North Carolina 28092
Angela B. Gilbert is a certified public accountant located in Lincolnton, North Carolina, providing a range of services to meet the diverse needs of entrepreneurs and startups, as well as other business structures such as S-Corps, partnerships, and LLCs. With over 15 years of experience in general accounting and advisory, she specializes in basic accounting services, business tax services, and tax compliance, helping clients navigate complex tax regulations and maintain accurate financial records. Her expertise also extends to retirement account tax reporting, ensuring that individuals and small business owners comply with tax laws and minimize their tax liabilities.
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Jarrett L. Morris
Certified Public Accountant
Verified Licensed
Location Lincolnton, North Carolina 28092
Jarrett L. Morris is a certified public accountant based in Lincolnton, North Carolina, with over 12 years of experience in providing accounting and tax services. He specializes in basic accounting services, small business accounting, and tax compliance, serving entrepreneurs and startups, as well as small and medium-sized businesses. His services include individual and business tax return preparation, as well as tax planning and consulting to help clients optimize their financial situations. Morris maintains the highest level of professional certifications, ensuring that his clients receive accurate and reliable financial guidance.
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Donna J. Scates
Certified Public Accountant
Verified Licensed
Location Lincolnton, North Carolina 28092
With over 15 years of experience in accounting, Donna J. Scates provides financial guidance to entrepreneurs and startups in the Lincolnton, North Carolina area. Her expertise includes basic accounting services, small business accounting, and financial planning, catering to the unique needs of individuals and families. Ms. Scates specializes in bookkeeping and financial statement compilation, as well as general accounting and advisory services, helping her clients achieve financial clarity and stability.
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Chee Tay
Certified Public Accountant
Verified Licensed
Location Lincolnton, North Carolina 28092
Based in Lincolnton, North Carolina, Chee Tay provides accounting services to individuals and families, entrepreneurs, and startups, specializing in basic accounting services, individual tax services, and small business accounting. With over 5 years of experience, Chee Tay offers a range of services, including sales tax compliance and IRS representation, to help clients navigate complex financial issues. As a certified public accountant, Chee Tay stays up-to-date on the latest tax laws and regulations, ensuring clients receive accurate and informed guidance on their financial matters.
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Jonathan M. Beam
Certified Public Accountant
Verified Licensed
Location Lincolnton, North Carolina 28092
Located in Lincolnton, North Carolina, Jonathan M. Beam provides a variety of accounting services to clients in the local area. With over 15 years of experience in the field, he specializes in tax planning and consulting, as well as individual and business tax return preparation. He also serves entrepreneurs and startups, individuals and families, helping them navigate complex tax laws and financial regulations.
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Jeffrey L. Atkinson
Certified Public Accountant
Verified Licensed
Location Lincolnton, North Carolina 28092
Jeffrey L. Atkinson is a certified public accountant based in Lincolnton, North Carolina, with over 15 years of experience in providing financial guidance to small and medium-sized businesses. His areas of specialization include basic accounting services, financial planning, and business tax services, catering to a variety of business structures such as S-Corps, partnerships, and LLCs. Atkinson also offers specialized retirement account tax reporting and IRS representation services to his clients, ensuring compliance with tax regulations and minimizing potential liabilities.
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Cynthia F. Sherrill
Certified Public Accountant
Verified Licensed
Location Lincolnton, North Carolina 28093
Cynthia F. Sherrill, a certified public accountant, has been based in Lincolnton, North Carolina, for over a decade, serving individuals and families, as well as entrepreneurs and startups. Her expertise includes basic accounting services, financial planning, and tax compliance, with a focus on assisting small business owners navigate complex financial regulations. Sherrill's services also encompass payroll processing and compliance, as well as retirement account tax reporting, helping clients maintain accurate and up-to-date financial records.

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.