Filter Results
Summerfield
Filter Results
Summerfield
Showing 51 to 60 of 65 CPAs in Summerfield, North Carolina
JW
Julie W. Payne
Certified Public Accountant
Verified Licensed
Location Summerfield, North Carolina 27358
Julie W. Payne is a certified public accountant with over 15 years of experience in providing accounting services to a diverse range of clients in Summerfield, North Carolina. Her expertise lies in tax planning and consulting, as well as retirement account tax reporting, enabling her to offer comprehensive support to individuals and small businesses. With a specialization in basic accounting services, small business accounting, and tax compliance, she is well-equipped to handle the unique needs of family-owned enterprises and various business structures, including S-corps, partnerships, and LLCs.
C
Clinton Dobson
Certified Public Accountant
Verified Licensed
Location Summerfield, North Carolina 27358
Clinton Dobson is a licensed Certified Public Accountant with over 17 years of experience serving clients in Summerfield, North Carolina. With a focus on providing expert tax planning and consulting, as well as IRS representation services, he helps individuals and families navigate complex financial situations. Specializing in basic accounting services, small business accounting, and financial planning, Dobson serves clients across various business structures, including S-Corps, partnerships, and LLCs. By providing personalized guidance and support, Clinton Dobson helps his clients make informed decisions that align with their financial goals.
LB
Lana B. Davidson
Certified Public Accountant
Verified Licensed
Location Summerfield, North Carolina 27358
Lana B. Davidson is a certified public accountant (CPA) based in Summerfield, North Carolina, with over 10 years of experience serving small and medium-sized businesses and individuals and families. Her practice specializes in basic accounting services, including financial statement preparation and budgeting, as well as business tax services, such as income tax planning and compliance. Notably, she provides IRS representation to clients facing tax audits and disputes, as well as sales tax compliance services to ensure accurate and timely payment of sales tax obligations. Davidson is an experienced accountant well-versed in the specific accounting needs of small and medium-sized businesses and individuals and families in the North Carolina community.
MA
Michael A. Spence
Certified Public Accountant
Verified Licensed
Location Summerfield, North Carolina 27358
Michael A. Spence, a practicing CPA in Summerfield, North Carolina, brings over 15 years of experience in accounting and taxation to his clients. His expertise encompasses basic accounting services, financial planning, and individual tax services, serving the diverse needs of small and medium-sized businesses, as well as various business structures, including S-Corps, partnerships, and LLCs. Spence specializes in preparing individual and business tax returns, as well as providing tax reporting services for retirement accounts, demonstrating his ability to navigate complex tax regulations.
TJ
Thomas J. Guerrieri
Certified Public Accountant
Verified Licensed
Location Summerfield, North Carolina 27358
Thomas J. Guerrieri is a certified public accountant based in Summerfield, North Carolina, with over 15 years of experience serving small and medium-sized businesses, as well as individuals and families. His services include payroll processing and compliance, tax planning and consulting, and basic accounting services that cater to the unique needs of his clients. Guerrieri's expertise spans business tax services and individual tax services, allowing him to provide comprehensive support to his clients across various industries.
RS
Robert S. Darst
Certified Public Accountant
Verified Licensed
Location Summerfield, North Carolina 27358
Robert S. Darst is a certified public accountant (CPA) serving the accounting needs of small and medium-sized businesses in Summerfield, North Carolina. With over 15 years of experience, he specializes in providing basic accounting services, individual tax services, and business tax services to various business structures, including S-Corps, partnerships, and LLCs. His services include payroll processing and compliance, as well as general accounting and advisory services, helping clients navigate complex financial regulations and make informed business decisions.
AM
Amy M. Wagoner
Certified Public Accountant
Verified Licensed
Location Summerfield, North Carolina 27358
Based in Summerfield, North Carolina, Amy M. Wagoner provides tailored accounting services to small and medium-sized businesses, entrepreneurs, and startups in the region. With over a decade of experience in the field, she specializes in basic accounting services, financial planning, and tax compliance, helping clients navigate complex financial matters. Her expertise extends to retirement account tax reporting, ensuring accurate and timely submissions, and general accounting and advisory services, guiding clients through strategic financial decisions.
ME
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.
HR
Harold R. Kohler
Certified Public Accountant
Verified Licensed
Location Summerfield, North Carolina 27358
Harold R. Kohler is a certified public accountant based in Summerfield, North Carolina. With over 15 years of experience, he specializes in basic accounting services, individual tax services, and tax compliance for individuals and families, as well as small and medium-sized businesses. His services include individual and business tax return preparation, bookkeeping, and financial statement compilation.
AH
Allison H. Franklin
Certified Public Accountant
Verified Licensed
Location Summerfield, North Carolina 27358
Based in Summerfield, North Carolina, Allison H. Franklin provides expert accounting services to clients across various business structures, including S-Corps, partnerships, and LLCs. With over 15 years of experience, Franklin specializes in offering basic accounting services, ensuring tax compliance for individuals and families, and delivering business tax services to meet the unique needs of each client. Her services include bookkeeping and financial statement compilation, as well as payroll processing and compliance, helping businesses manage their finances effectively.

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.