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Trinity
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Trinity
Showing 11 to 19 of 19 CPAs in Trinity, North Carolina
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Karla W. Caldwell
Certified Public Accountant
Verified Licensed
Location Trinity, North Carolina 27370
Based in Trinity, North Carolina, Karla W. Caldwell, CPA, offers expertise in tax planning and consulting, as well as general accounting and advisory services. With over [number] years of experience, she specializes in providing basic accounting services, ensuring tax compliance, and addressing the accounting needs of small businesses. Hered from her experience working with family-owned enterprises and small to medium-sized businesses, her services encompass financial statement preparation, budgeting, and financial analysis.
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Donna A. Price
Certified Public Accountant
Verified Licensed
Location Trinity, North Carolina 27370
Based in Trinity, North Carolina, Donna A. Price is a certified public accountant with extensive experience in serving individuals and families, as well as family-owned enterprises. Her areas of specialization include basic accounting services, tax compliance, and small business accounting, providing clients with expert guidance and support in these critical areas. With years of experience in payroll processing and sales tax compliance, Donna ensures that her clients are in full compliance with all relevant regulations and laws.
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Bonnie S. Neel
Certified Public Accountant
Verified Licensed
Location Trinity, North Carolina 27370
Bonnie S. Neel is a qualified CPA and accounting professional based in Trinity, North Carolina. With over 12 years of experience in tax planning and financial consulting, she provides expert guidance on individual and business tax matters, payroll processing, and financial planning to entrepreneurs and family-owned enterprises. Her areas of specialization include basic accounting services, financial planning, and individual tax services, helping clients navigate complex tax regulations and financial decisions. Neel stays up-to-date with changing tax laws and regulations, ensuring her clients receive accurate and timely advice on tax compliance and planning.
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Kourtney B. Payne
Certified Public Accountant
Verified Licensed
Location Trinity, North Carolina 27370
Kourtney B. Payne is a certified public accountant based in Trinity, North Carolina. With over 10 years of experience in accounting and tax services, she specializes in providing basic accounting services, business tax services, and tax compliance for a variety of business structures, including S-Corps, partnerships, and LLCs. Her expertise also extends to bookkeeping and financial statement compilation, as well as IRS representation for individuals and businesses facing tax issues.
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Katherine J. Lemke
Certified Public Accountant
Verified Licensed
Location Trinity, North Carolina 27370
Katherine J. Lemke, a certified public accountant based in Trinity, North Carolina, brings more than 20 years of experience serving small and medium-sized businesses across various structures, including S-Corps, partnerships, and LLCs. She specializes in providing basic accounting services, financial planning, and individual tax services, helping clients navigate complex tax laws and regulations. Lemke is also well-versed in payroll processing and sales tax compliance, ensuring that businesses meet their tax obligations and avoid potential penalties.
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Ray H. Baynard
Certified Public Accountant
Verified Licensed
Location Trinity, North Carolina 27370
Based in Trinity, North Carolina, Ray H. Baynard offers comprehensive accounting solutions to small and medium-sized businesses, entrepreneurs, and startups in the region. With over 20 years of experience, he specializes in providing basic accounting services, financial planning, and business tax services to meet the diverse needs of his clients. Notably, his expertise in IRS representation and tax planning consulting enables him to help clients navigate complex tax matters and develop tailored tax strategies.
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Diane T. Carter
Certified Public Accountant
Verified Licensed
Location Trinity, North Carolina 27370
Diane T. Carter is a certified public accountant (CPA) based in Trinity, North Carolina. With over 15 years of experience, she provides expert bookkeeping and financial statement compilation services to individuals and families, as well as entrepreneurs and small business owners. Herspecializations include basic accounting services, individual tax services, and business tax services, making her a valuable resource for those seeking accurate and timely financial guidance.
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Kathryn R. Wirth
Certified Public Accountant
Verified Licensed
Location Trinity, North Carolina 27370
Kathryn R. Wirth, a certified public accountant, has been serving clients in Trinity, North Carolina, for over 15 years. Her areas of specialization include basic accounting services, financial planning, and small business accounting, catering to the needs of small and medium-sized businesses and individuals and families. Some of her notable services include retirement account tax reporting and sales tax compliance, providing expert guidance to clients navigating complex tax regulations.
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Suzanne L. Hunt
Certified Public Accountant
Verified Licensed
Location Trinity, North Carolina 27370
Suzanne serves entrepreneurs and startups in the Trinity area, offering individual and business tax return preparation, as well as payroll processing and compliance services. With over 15 years of experience, she provides expert advice on basic accounting services, business tax services, and financial planning for her clients. Her specialties include tax return preparation for individuals and families, as well as financial planning for growing businesses.

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.