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Summerfield
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Summerfield
Showing 11 to 20 of 65 CPAs in Summerfield, North Carolina
SM
Steven M. Gaffney
Certified Public Accountant
Verified Licensed
Location Summerfield, North Carolina 27358
Steven M. Gaffney is a certified public accountant (CPA) with over 20 years of experience in Summerfield, North Carolina, serving a diverse clientele of individuals and families, as well as family-owned enterprises. His expertise extends to basic accounting services, tax compliance, and financial planning, providing critical support for clients navigating complex financial situations. Gaffney is also experienced in bookkeeping and financial statement compilation, ensuring accurate records and informed decision-making for his clients. He represents clients in IRS matters, leveraging his knowledge of tax law to resolve disputes and achieve favorable outcomes.
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Lisa P. Smith
Certified Public Accountant
Verified Licensed
Location Summerfield, North Carolina 27358
Located in Summerfield, North Carolina, Lisa P. Smith is a seasoned accountant providing financial expertise to Small and Medium-Sized Businesses and Individuals and Families in the region. With over 15 years of experience, she specializes in Basic Accounting Services, Individual Tax Services, and Business Tax Services, offering tailored solutions for each client's unique needs. Her services include General Accounting & Advisory and Retirement Account Tax Reporting, helping businesses and individuals navigate complex tax and financial matters.
JB
Jeanetta B. Fisher
Certified Public Accountant
Verified Licensed
Location Summerfield, North Carolina 27358
Based in Summerfield, North Carolina, Jeanetta B. Fisher is a certified public accountant with over a decade of experience in financial services. Her areas of specialization include basic accounting services, tax compliance, and business tax services for small and medium-sized businesses and family-owned enterprises. Fisher also provides tax planning and consulting services, and represents clients with the IRS, ensuring clients receive accurate and efficient representation.
JL
Jennifer L. Quigley
Certified Public Accountant
Verified Licensed
Location Summerfield, North Carolina 27358
Based in Summerfield, North Carolina, Jennifer L. Quigley has over a decade of experience providing general accounting and advisory services to small and medium-sized businesses, including S-Corps, partnerships, and LLCs. Her specialization in basic accounting services, business tax services, and financial planning enables her to address various financial needs of clients, from record-keeping and budgeting to tax planning and compliance. Quigley's services also include payroll processing and compliance, ensuring that businesses meet their tax obligations and maintain accurate employee records.
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Glenn E. Hoppe
Certified Public Accountant
Verified Licensed
Location Summerfield, North Carolina 27358
Based in Summerfield, North Carolina, Glenn E. Hoppe provides accounting services to a variety of clients, including individuals and families, as well as entrepreneurs and startups. With over years of experience, Glenn specializes in basic accounting services, business tax services, and tax compliance, helping clients navigate complex financial situations. His services include retirement account tax reporting, bookkeeping, and financial statement compilation, allowing clients to stay up-to-date on their financial standing.
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R. M. Ritchie
Certified Public Accountant
Verified Licensed
Location Summerfield, North Carolina 27358
R. M. Ritchie is a certified public accountant with over 30 years of experience in Summerfield, North Carolina, providing accounting and taxation services to family-owned enterprises and small to medium-sized businesses. His areas of specialization include basic accounting services, tax compliance, and individual tax services, supporting clients with financial statement compilation and bookkeeping needs. In addition to standard accounting services, Ritchie also offers retirement account tax reporting, ensuring accurate and compliant reporting for retirement funds.
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Ginger S. Gaines
Certified Public Accountant
Verified Licensed
Location Summerfield, North Carolina 27358
Ginger S. Gaines is a certified public accountant based in Summerfield, North Carolina, with extensive experience in accounting and taxation. With over 8 years of experience, she has developed expertise in providing tax planning and consulting services to entrepreneurs and startups, as well as advising on general accounting and advisory matters for various business structures, including S-Corps, partnerships, and LLCs. Hers areas of specialization include basic accounting services, tax compliance, and small business accounting, which she serves with a client-centric approach.
SM
Susan M. Swanson
Certified Public Accountant
Verified Licensed
Location Summerfield, North Carolina 27358
Based in Summerfield, North Carolina, Susan M. Swanson offers expertise to family-owned enterprises and entrepreneurs, specializing in financial planning and tax compliance. With over [insert years] years of experience, Susan provides comprehensive basic accounting services and assists with retirement account tax reporting. Her tax planning and consulting services focus on helping clients navigate complex tax regulations and optimize their financial situations.
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Michael E. Wright
Certified Public Accountant
Verified Licensed
Location Summerfield, North Carolina 27358
Michael E. Wright is a certified public accountant residing in Summerfield, North Carolina, with over 15 years of experience providing accounting services. His practice focuses on individual and business tax return preparation, as well as retirement account tax reporting, to ensure compliance with tax laws and regulations. With expertise in basic accounting services, financial planning, and small business accounting, Wright serves a diverse range of clients, including various business structures such as S-Corps, partnerships, and LLCs.
SS
Sandra S. Lucas
Certified Public Accountant
Verified Licensed
Location Summerfield, North Carolina 27358
Based in Summerfield, North Carolina, Sandra S. Lucas possesses over 20 years of experience in accounting and advisory services, serving the diverse needs of small and medium-sized businesses and family-owned enterprises. Her expertise encompasses general accounting and advisory services, as well as IRS representation, providing clients with informed guidance throughout complex financial situations. With specialized knowledge in basic accounting services, financial planning, and individual tax services, Lucas offers tailored support to individuals and businesses navigating financial complexities.

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.