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Shelby
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Shelby
Showing 31 to 33 of 33 CPAs in Shelby, North Carolina
HA
Helen A. Jeffords
Certified Public Accountant
Verified Licensed
Location Shelby, North Carolina 28152
Helen A. Jeffords is a certified public accountant (CPA) based in Shelby, North Carolina, with over 10 years of experience in financial management and tax advisory services. Her practice focuses on providing basic accounting services, individual tax services, and tax compliance to various business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises. She also offers IRS representation to help clients resolve tax disputes and resolve any tax-related issues. Located in Shelby, North Carolina, she serves local businesses and families with their financial and tax needs, staying up-to-date on changes to tax laws and regulations.
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Phillip W. Poston
Certified Public Accountant
Verified Licensed
Location Shelby, North Carolina 28152
Phillip W. Poston, a seasoned public speaker at local accounting conferences, is a certified public accountant based in Shelby, North Carolina. With over 15 years of experience serving various business structures, including S-Corps, partnerships, and LLCs, he provides expert financial planning and tax compliance services. Phillip specializes in basic accounting services, tax planning and consulting, helping entrepreneurs and startups navigate complex tax laws and regulations.
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Gregory Blalock
Certified Public Accountant
Verified Licensed
Location Shelby, North Carolina 28151
Gregory Blalock is a certified public accountant serving the financial needs of small and medium-sized businesses in Shelby, North Carolina. With over 10 years of experience, Blalock specializes in basic accounting services, financial planning, and business tax services, providing expert guidance to family-owned enterprises. His services include bookkeeping and financial statement compilation, as well as tax planning and consulting to help businesses achieve their financial goals.

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.