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Trinity
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Trinity
Showing 1 to 10 of 19 CPAs in Trinity, North Carolina
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Tina H. Whitmire
Certified Public Accountant
Verified Licensed
Location Trinity, North Carolina 27370
Tina H. Whitmire is a certified public accountant based in Trinity, North Carolina, with over 15 years of experience in providing accounting services to small and medium-sized businesses, as well as family-owned enterprises. She specializes in financial planning, business tax services, and basic accounting services, assisting clients in navigating complex financial situations and ensuring compliance with tax regulations. Whitmire's services include bookkeeping and financial statement compilation, payroll processing and compliance, and other accounting functions essential to the success of her clients. Her expertise has been invaluable to numerous businesses in the region, providing peace of mind and financial clarity for entrepreneurs and business owners.
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Jeffrey L. Berrier
Certified Public Accountant
Verified Licensed
Location Trinity, North Carolina 27370
Based in Trinity, North Carolina, Jeffrey L. Berrier provides expert accounting services to clients across the region. With over 15 years of experience in taxation and accounting, Berrier specializes in serving small to medium-sized businesses, including S-Corporations, Partnerships, and Limited Liability Companies. His comprehensive services encompass tax planning and consulting, as well as payroll processing and compliance, making him a trusted resource for financial management and guidance.
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Hayes B. Adams
Certified Public Accountant
Verified Licensed
Location Trinity, North Carolina 27370
Based in Trinity, North Carolina, Hayes B. Adams is a certified public accountant with over 10 years of experience in providing accounting services to family-owned enterprises and various business structures. His specialization lies in offering basic accounting services, business tax services, and ensuring tax compliance for his clients. The accounting professional's services include payroll processing and compliance, as well as bookkeeping and financial statement compilation, making him a reliable resource for businesses in the region.
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Brent M. Allen
Certified Public Accountant
Verified Licensed
Location Trinity, North Carolina 27370
Brent M. Allen, a certified public accountant from Trinity, North Carolina, brings over seven years of expertise in financial planning and business taxation. His services cater to the distinct needs of family-owned enterprises and entrepreneurs, providing specialized support in sales tax compliance and financial statement compilation. With a focus on basic accounting services and business tax services, he helps clients navigate the complexities of financial planning and ensure compliance with regulatory requirements.
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Veroniek M. Fraeye
Certified Public Accountant
Verified Licensed
Location Trinity, North Carolina 27370
Veroniek M. Fraeye is a certified public accountant with extensive experience serving small and medium-sized businesses in Trinity, North Carolina. With over [years of experience] specializing in basic accounting services, tax compliance, and business tax services for family-owned enterprises, she provides expert financial guidance and support. Her services include bookkeeping and financial statement compilation, as well as general accounting and advisory services.
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Donna P. Wheeler
Certified Public Accountant
Verified Licensed
Location Trinity, North Carolina 27370
Based in Trinity, North Carolina, Donna P. Wheeler has provided financial guidance to individuals and businesses for over 20 years. Her expertise includes bookkeeping and financial statement compilation, as well as tax planning and consulting services. A licensed CPA, Wheeler specializes in basic accounting services, individual tax services, and business tax services, serving clients across various business structures such as S-Corps, partnerships, and LLCs.
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Matthew J. Bouldin
Certified Public Accountant
Verified Licensed
Location Trinity, North Carolina 27370
Originally from the local area, Matthew J. Bouldin has established a reputation as a trusted accounting professional in Trinity, North Carolina. With over 10 years of experience in accounting, he provides expert guidance on Basic Accounting Services, Business Tax Services, and Financial Planning to Individuals and Families and Small and Medium-Sized Businesses. His services include Retirement Account Tax Reporting and Payroll Processing & Compliance, helping clients maintain accurate financial records and stay compliant with tax regulations.
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Jeremy W. Musgrave
Certified Public Accountant
Verified Licensed
Location Trinity, North Carolina 27370
Located in Trinity, North Carolina, Jeremy W. Musgrave is a certified public accountant with extensive experience in financial services, spanning over 20 years. Specializing in basic accounting services, individual tax services, and small business accounting, he provides tailored guidance to individuals and families, as well as various business structures, including S-Corps, partnerships, and LLCs. Jeremy's expertise encompasses bookkeeping and financial statement compilation, as well as individual and business tax return preparation, helping his clients navigate complex financial situations with clarity and precision.
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Derek L. Arnold
Certified Public Accountant
Verified Licensed
Location Trinity, North Carolina 27370
Based in Trinity, North Carolina, Derek L. Arnold is a seasoned accountant serving the local community since 2005. With a specialization in small business accounting and tax compliance, Arnold provides expert preparation of individual and business tax returns, as well as bookkeeping and financial statement compilation services. He caters to entrepreneurs and startups, as well as family-owned enterprises, offering tailored accounting solutions to meet their unique needs.
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Helen C. Lyon
Certified Public Accountant
Verified Licensed
Location Trinity, North Carolina 27370
Helen C. Lyon is a certified public accountant based in Trinity, North Carolina. With over 15 years of experience in the field, she specializes in basic accounting services, financial planning, and individual tax services. Her expertise extends to entrepreneurs and startups, as well as various business structures, including S-Corps, partnerships, and LLCs. She also provides bookkeeping and financial statement compilation services, as well as tax planning and consulting to help clients navigate complex financial situations.

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.