Filter Results
Oak Island
Filter Results
Oak Island
Showing 1 to 10 of 14 CPAs in Oak Island, North Carolina
LH
Lynn H. Mcdowell
Certified Public Accountant
Verified Licensed
Location Oak Island, North Carolina 28465
Lynn H. Mcdowell is a certified public accountant based in Oak Island, North Carolina. With over 10 years of experience, Mcdowell provides individual and business tax return preparation, as well as payroll processing and compliance services. Her expertise lies in basic accounting services, individual tax services, and financial planning, catering to individuals and families, as well as entrepreneurs and startups. As a seasoned accounting professional, Mcdowell remains up-to-date with changing tax laws and regulations to ensure accurate and compliant financial management for her clients.
JJ
Jennifer J. Phillips
Certified Public Accountant
Verified Licensed
Location Oak Island, North Carolina 28465
Based in Oak Island, North Carolina, Jennifer J. Phillips is a certified public accountant providing accounting services to entrepreneurs and startups, as well as individuals and families. With over 12 years of experience, she specializes in basic accounting services, financial planning, and small business accounting, offering tailored support to meet clients' unique needs. Her comprehensive service offerings include payroll processing and compliance, as well as bookkeeping and financial statement compilation, ensuring accurate financial records and timely compliance with regulatory requirements.
JH
Joan H. Chesnutt
Certified Public Accountant
Verified Licensed
Location Oak Island, North Carolina 28465
Oak Island, North Carolina-based Joan H. Chesnutt provides tax preparation and accounting services to a diverse range of clients. With over 20 years of experience, Chesnutt specializes in providing basic accounting services, business tax services, and individual tax services to small businesses and family-owned enterprises. Her expertise includes sales tax compliance, bookkeeping, and financial statement compilation for S-corporations, partnerships, limited liability companies, and other business structures.
RF
Robert F. Breining
Certified Public Accountant
Verified Licensed
Location Oak Island, North Carolina 28465
Raised in North Carolina, Robert F. Breining has over 20 years of experience providing financial guidance to entrepreneurs and startups. Based in Oak Island, he specializes in basic accounting services, business tax services, and individual tax services, catering to the diverse needs of small and medium-sized businesses. His expertise also includes retirement account tax reporting and payroll processing and compliance, ensuring that clients meet all tax requirements and regulatory standards.
RW
Richard W. Malinofsky
Certified Public Accountant
Verified Licensed
Location Oak Island, North Carolina 28465
Based in Oak Island, North Carolina, Richard W. Malinofsky provides accounting services to small and medium-sized businesses, entrepreneurs, and startups. With over years of experience in the field of accounting, he specializes in basic accounting services, tax compliance, and financial planning. His services include bookkeeping and financial statement compilation, as well as retirement account tax reporting, to help clients manage their financial health and meet their tax obligations.
CL
Cynthia L. Weaver
Certified Public Accountant
Verified Licensed
Location Oak Island, North Carolina 28465
Cynthia Weaver is a certified public accountant serving the Oak Island, North Carolina community. With over 15 years of experience in providing financial guidance to entrepreneurs and small to medium-sized businesses, Weaver offers specialized services in tax planning and consulting. Her expertise includes basic accounting services, financial planning, and business tax services, making her a valuable resource for clients navigating complex financial situations. Weaver's unique service includes representation before the IRS, providing peace of mind for clients facing tax disputes or audits.
CA
Charles A. Morris
Certified Public Accountant
Verified Licensed
Location Oak Island, North Carolina 28465
Charles A. Morris is a certified public accountant (CPA) serving Oak Island, North Carolina, with over 12 years of experience in providing expert financial guidance. His specializations include basic accounting services, small business accounting, and tax compliance, making him particularly well-suited to support family-owned enterprises and individuals and families with their financial needs. Morris also offers additional services such as retirement account tax reporting and sales tax compliance, ensuring clients are up-to-date on all tax requirements.
DK
David K. Hatten
Certified Public Accountant
Verified Licensed
Location Oak Island, North Carolina 28465
Based in Oak Island, North Carolina, David K. Hatten provides tax planning and consulting services. With over 15 years of experience in accounting, he specializes in basic accounting services, tax compliance, and small business accounting for family-owned enterprises and entrepreneurs and startups. His individual and business tax return preparation services cater to a range of clients, helping them navigate complex tax laws and regulations.
TW
Tony W. Warfford
Certified Public Accountant
Verified Licensed
Location Oak Island, North Carolina 28465
Based in Oak Island, North Carolina, Tony W. Warfford is a seasoned accounting professional with extensive experience in providing tailored financial solutions. With over 15 years of experience, he specializes in basic accounting services, individual tax services, and tax compliance, catering to the needs of small and medium-sized businesses and family-owned enterprises. His services include general accounting and advisory, as well as retirement account tax reporting, ensuring clients stay informed and compliant with tax regulations.
EM
Eric M. Padgett
Certified Public Accountant
Verified Licensed
Location Oak Island, North Carolina 28465
Based in Oak Island, North Carolina, Eric M. Padgett is a seasoned CPA providing expertise in individual and business tax return preparation. With over years of experience, he offers a range of services, including retirement account tax reporting and financial planning, tailored to the needs of individuals and families as well as small and medium-sized businesses. Specializing in basic accounting services and individual tax services, Padgett's expertise also spans financial planning, allowing clients to make informed decisions about their financial well-being.

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.