Filter Results
Marion
Filter Results
Marion
Showing 11 to 18 of 18 CPAs in Marion, North Carolina
CR
Cindy R. Hamrick
Certified Public Accountant
Verified Licensed
Location Marion, North Carolina 28752
Based in Marion, North Carolina, Cindy R. Hamrick provides expert accounting and tax services to various business structures, including S-Corps, partnerships, and LLCs, as well as individuals and families. With over 15 years of experience in the field, Ms. Hamrick specializes in basic accounting services, tax compliance, and business tax services, offering customized solutions to meet the unique needs of each client. Notably, she helps clients navigate complex sales tax compliance requirements, ensuring accurate and timely filings and minimizing potential penalties. She maintains a strong understanding of tax planning and consulting, guiding clients through the complexities of personal and business taxation.
SB
Sally B. McClure
Certified Public Accountant
Verified Licensed
Location Marion, North Carolina 28752
Serving entrepreneurs and small businesses in Marion, North Carolina, Sally B. McClure has over 15 years of experience providing expert accounting services. Her specializations include basic accounting, business tax planning, and financial planning, making her a valuable resource for businesses navigating complex tax laws and regulations. As a certified public accountant, McClure offers payroll processing and compliance services, including retirement account tax reporting, to ensure clients remain in compliance with federal and state regulations.
SP
Sandra P. Robertson
Certified Public Accountant
Verified Licensed
Location Marion, North Carolina 28752
Sandra P. Robertson is a certified public accountant based in Marion, North Carolina, with over a decade of experience providing accounting services to entrepreneurs and startups, as well as family-owned enterprises. She specializes in providing basic accounting services, individual tax services, and small business accounting, with a focus on payroll processing and sales tax compliance. With expertise in navigating complex tax laws and regulations, Robertson helps clients ensure compliance and minimize risk, making her a valuable resource for businesses and individuals seeking expert accounting guidance.
DM
Darren M. Waugh
Certified Public Accountant
Verified Licensed
Location Marion, North Carolina 28752
Based in Marion, North Carolina, Darren M. Waugh is a seasoned accountant providing a range of financial services. With over 15 years of experience, he specializes in basic accounting services, tax compliance, and individual tax services, catering to various business structures including S-Corps, partnerships, and LLCs, as well as individuals and families. His services include payroll processing and compliance, and comprehensive tax planning and consulting to ensure clients meet their financial obligations and take advantage of available tax benefits.
JS
James S. Mcmahan
Certified Public Accountant
Verified Licensed
Location Marion, North Carolina 28752
Based in Marion, North Carolina, James S. Mcmahan is a certified public accountant with over 15 years of experience in providing financial guidance to a diverse range of clients. He specializes in basic accounting services, small business accounting, and tax compliance, serving various business structures, including S-corps, partnerships, and LLCs, as well as entrepreneurs and startups. Mcmahan's expertise also extends to payroll processing and compliance, as well as bookkeeping and financial statement compilation, allowing him to offer comprehensive support to his clients' financial needs.
KM
Kathryn M. Atkinson
Certified Public Accountant
Verified Licensed
Location Marion, North Carolina 28752
Kathryn M. Atkinson is a certified public accountant with extensive experience serving clients in Marion, North Carolina, spanning over 12 years. Her expertise encompasses various specialized areas, including basic accounting services, financial planning, and individual tax services, with a focus on comprehensively addressing clients' diverse needs. Ms. Atkinson's extensive experience in payroll processing and compliance ensures that businesses remain compliant with relevant laws and regulations, reducing potential liabilities. She also provides IRS representation services, helping business owners navigate complex tax issues and find optimal solutions for their organizations.
CA
Carl A. Epley
Certified Public Accountant
Verified Licensed
Location Marion, North Carolina 28752
Based in Marion, North Carolina, Carl A. Epley is a seasoned accounting professional with over 20 years of experience providing expert tax planning and consulting services to small business owners and family-owned enterprises. His specializations include basic accounting services, small business accounting, and financial planning, with a focus on serving various business structures, such as S-Corps, partnerships, and LLCs. A certified public accountant, Epley's expertise also extends to payroll processing and compliance, ensuring his clients meet all necessary tax requirements.
DC
Donna C. Boyette
Certified Public Accountant
Verified Licensed
Location Marion, North Carolina 28752
Based in Marion, North Carolina, Donna C. Boyette is a certified public accountant with over 20 years of experience serving various business structures, including S-Corps, partnerships, and LLCs. Her areas of specialization include basic accounting services, individual tax services, and financial planning, catering to entrepreneurs and startups with tailored solutions. Notably, Donna C. Boyette offers sales tax compliance services to ensure accurate and timely tax submissions, helping clients maintain regulatory compliance and avoid potential penalties.

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.