Certified Public Accountants in Swannanoa, North Carolina

Connect with licensed CPAs throughout North Carolina serving the state's growing technology, banking, and manufacturing sectors. North Carolina's business-friendly tax reforms and Research Triangle innovation hub create dynamic accounting opportunities. Search our directory for professionals who understand the state's evolving business landscape..

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Showing 1 to 7 of 7 CPAs in Swannanoa, North Carolina

RK

Rhonda K. Devan

Certified Public Accountant

Verified Licensed

Location Swannanoa, North Carolina 28778

Rhonda K. Devan is a certified public accountant with over 15 years of experience in general accounting and advisory services. Based in Swannanoa, North Carolina, she provides tax reporting for retirement accounts to individuals and businesses. Her areas of specialization include basic accounting services, individual tax services, and business tax services, making her a valuable resource for entrepreneurs and small to medium-sized businesses in North Carolina and surrounding areas.

SB

Sheri B. Robertson

Certified Public Accountant

Verified Licensed

Location Swannanoa, North Carolina 28778

Sheri B. Robertson, a certified public accountant based in Swannanoa, North Carolina, offers financial expertise to small and medium-sized businesses and family-owned enterprises. With over 15 years of experience, she specializes in basic accounting services, tax compliance, and financial planning, providing guidance on financial statement compilation and payroll processing. Her expertise in financial planning enables clients to make informed decisions, while ensuring compliance with regulatory requirements and tax laws.

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Lisa L. Schaffer

Certified Public Accountant

Verified Licensed

Location Swannanoa, North Carolina 28778

Lisa Schaffer is a certified public accountant based in Swannanoa, North Carolina, with over 15 years of experience providing financial guidance to small and medium-sized businesses, including S-corps, partnerships, and LLCs. Her expertise encompasses basic accounting services, business tax services, and small business accounting, as well as bookkeeping and financial statement compilation. She also assists clients with tax planning and consulting to ensure compliance and optimize financial performance. With a focus on diverse business structures, Schaffer helps entrepreneurs navigate complex financial issues and make informed decisions for their companies.

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Laurie W. Powell

Certified Public Accountant

Verified Licensed

Location Swannanoa, North Carolina 28778

Laurie W. Powell is a certified public accountant (CPA) based in Swannanoa, North Carolina, with over 15 years of experience in providing accounting and tax services. Her expertise lies in individual tax services, retirement account tax reporting, and business tax return preparation, catering to individuals and families, as well as family-owned enterprises. With a focus on basic accounting services, individual tax services, and business tax services, Powell assists clients in meeting their financial needs and adhering to tax regulations.

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Diana W. Gwaltney

Certified Public Accountant

Verified Licensed

Location Swannanoa, North Carolina 28778

Diana W. Gwaltney is a licensed certified public accountant (CPA) serving clients in Swannanoa, North Carolina. With over 15 years of experience, she provides a range of services including IRS representation and sales tax compliance, tailored to the needs of individual clients and small to medium-sized businesses. Specializing in basic accounting services, tax compliance, and business tax services, Gwaltney has extensive knowledge of tax laws and regulations. Her expertise in these areas enables her to assist clients in navigating complex tax situations and ensuring accurate and timely compliance.

KR

Karen R. Edwards

Certified Public Accountant

Verified Licensed

Location Swannanoa, North Carolina 28778

Karen R. Edwards is a certified public accountant (CPA) based in Swannanoa, North Carolina, with over 15 years of experience in providing financial guidance to entrepreneurs and various business structures, including S-Corps, partnerships, and LLCs. Her services encompass a range of accounting and tax solutions, including IRS representation, payroll processing and compliance, and financial statement preparation. Edwards specializes in offering tailored guidance to individuals and small business owners, assisting with business tax services, individual tax services, and basic accounting services to meet their unique financial needs.

RB

Robert B. Shepard

Certified Public Accountant

Verified Licensed

Location Swannanoa, North Carolina 28778

Robert B. Shepard is a certified public accountant based in Swannanoa, North Carolina, with a focus on individual and business tax services. Having practiced for over 10 years, he provides expert tax planning and consulting, as well as sales tax compliance, to individuals and families, and various business structures, including S-Corps, partnerships, and LLCs. With experience in basic accounting services and a specialization in individual and business tax services, Shepard offers tailored solutions to meet the distinct needs of his clients. His expertise in tax planning and compliance is supported by his extensive knowledge of tax laws and regulations, allowing him to provide informed guidance and support to his clients.

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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.