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Showing 5941 to 5950 of 19519 CPAs in North Carolina
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Addison B. Shonts
Certified Public Accountant
Verified Licensed
Location Charlotte, North Carolina 28202
Located in Charlotte, North Carolina, Addison B. Shonts provides accounting services to family-owned enterprises and individuals and families, offering expert guidance in financial matters. With over a decade of experience in the field, Shonts specializes in basic accounting services, individual tax services, and financial planning, helping clients navigate complex financial situations. Services include bookkeeping and financial statement compilation, as well as general accounting and advisory services to support clients' long-term financial goals.
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James D. Morrison
Certified Public Accountant
Verified Licensed
Location Charlotte, North Carolina 28269
James D. Morrison is a certified public accountant with over 15 years of experience serving clients in Charlotte, North Carolina. His expertise encompasses tax planning and consulting, bookkeeping and financial statement compilation, and various other accounting services. Specializing in basic accounting services, individual tax services, and financial planning, he has extensive experience working with S-Corps, partnerships, and LLCs as well as individuals and families.
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Dana L. Saxe
Certified Public Accountant
Verified Licensed
Location Charlotte, North Carolina 28277
Dana L. Saxe, a certified public accountant based in Charlotte, North Carolina, brings over 15 years of experience to her practice. Her services encompass sales tax compliance, payroll processing and compliance, as well as a range of accounting and tax solutions for individuals and families. With expertise in basic accounting services, individual tax services, and business tax services, Saxe serves a diverse clientele, including individuals and businesses with various structures, such as S-Corps, partnerships, and LLCs.
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Lawrence H. Herlong
Certified Public Accountant
Verified Licensed
Location Charlotte, North Carolina 28202
Based in Charlotte, North Carolina, Lawrence H. Herlong has been providing accounting and tax services for nearly two decades. He focuses on serving family-owned enterprises, entrepreneurs, and startups, offering a range of services including basic accounting, individual tax services, and business tax services. Herlong's expertise also extends to sales tax compliance and IRS representation, helping clients navigate complex tax issues and avoid potential penalties.
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Stephen T. Marhevka
Certified Public Accountant
Verified Licensed
Location Charlotte, North Carolina 28201
With over 15 years of experience in public accounting, Stephen T. Marhevka provides expert tax services to individuals and businesses in Charlotte, North Carolina. His areas of specialization include tax compliance, basic accounting services, and business tax services, catering to a diverse range of clients including individuals and families, as well as various business structures such as S-Corps, partnerships, and LLCs. Marhevka's services encompass individual and business tax return preparation, as well as general accounting and advisory services.
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Yoana Allen
Certified Public Accountant
Verified Licensed
Location Charlotte, North Carolina 28217
Based in Charlotte, North Carolina, Yoana Allen has over 15 years of experience providing accounting services to small and medium-sized businesses. Her expertise lies in sales tax compliance, tax planning and consulting for businesses across various structures, including S-corps, partnerships, and LLCs. Yoana focuses on offering tailored accounting solutions, including basic accounting services and business tax services, to meet the unique needs of each client.
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Jonathan G. Mckenzie
Certified Public Accountant
Verified Licensed
Location Charlotte, North Carolina 28226
Located in Charlotte, North Carolina, Jonathan G. Mckenzie provides expert accounting services to various business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises. With over a decade of experience in tax planning and consulting, he specializes in small business accounting and tax compliance, helping clients navigate complex financial regulations. His services include retirement account tax reporting, ensuring that individuals and businesses accurately report and optimize their tax obligations. Based in the Charlotte area, Jonathan G. Mckenzie offers comprehensive accounting solutions to meet the diverse needs of local businesses and individuals.
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Mackenzie C. Koupal
Certified Public Accountant
Verified Licensed
Location Charlotte, North Carolina 28269
Based in Charlotte, North Carolina, Mackenzie C. Koupal is a certified public accountant with extensive experience in basic accounting services, individual tax preparation, and business tax services. With over 10 years of experience, Mackenzie provides specialized support to individuals and families, as well as small and medium-sized businesses, in areas including payroll processing and compliance. Additionally, Mackenzie has expertise in IRS representation, helping clients navigate complex tax issues and resolve disputes effectively.
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Troy W. Tozzi
Certified Public Accountant
Verified Licensed
Location Charlotte, North Carolina 28207
Troy W. Tozzi is a certified public accountant based in Charlotte, North Carolina, with over 15 years of experience in providing accounting services to various business entities. He specializes in helping small and medium-sized businesses, as well as family-owned enterprises, navigate tax compliance and financial management. Tozzi's services include IRS representation, bookkeeping, and financial statement compilation, supporting business owners with their tax and financial needs. A key aspect of his practice is his expertise in business tax services, which enables him to offer guidance on tax planning and strategy for clients in the region.
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Lesa D. Perkins
Certified Public Accountant
Verified Licensed
Location Charlotte, North Carolina 28201
Lesa D. Perkins is a certified public accountant with over 10 years of experience serving clients in Charlotte, North Carolina. Her areas of specialization include basic accounting services, individual tax services, and business tax services, with a focus on meeting the diverse needs of individuals and families, as well as various business structures such as S-Corps, partnerships, and LLCs. Perkins' services encompass general accounting and advisory, payroll processing and compliance, and she is well-versed in ensuring accurate and timely financial compliance for her 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.