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Showing 1 to 6 of 6 CPAs in Warsaw, North Carolina
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Jan K. Searles
Certified Public Accountant
Verified Licensed
Location Warsaw, North Carolina 28398
Jan K. Searles is a certified public accountant (CPA) based in Warsaw, North Carolina, with over 12 years of experience serving a wide range of clients. Her areas of specialization include tax compliance, basic accounting services, and small business accounting, which cater to the needs of various business structures, such as S-Corps, partnerships, and LLCs. Searles also provides tax planning and consulting services to family-owned enterprises.
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Timothy D. Cates
Certified Public Accountant
Verified Licensed
Location Warsaw, North Carolina 28398
Timothy D. Cates is a certified public accountant based in Warsaw, North Carolina. With over 15 years of experience in accounting and finance, Cates provides general accounting and advisory services to small and medium-sized businesses, as well as entrepreneurs and startups. His specialization in tax compliance enables clients to efficiently manage their financial obligations, while his expertise in financial planning helps them make informed decisions about their financial futures. In addition to these services, Cates also offers retirement account tax reporting, helping clients navigate the complexities of tax laws and regulations.
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Joan M. Lee
Certified Public Accountant
Verified Licensed
Location Warsaw, North Carolina 28398
Joan M. Lee is a seasoned public accountant based in Warsaw, North Carolina, offering professional accounting services to clients across various business structures. With over 15 years of experience in Basic Accounting Services, Small Business Accounting, and Individual Tax Services, she provides personalized support to family-owned enterprises, S-Corps, partnerships, and LLCs. Her expertise includes Sales Tax Compliance and Retirement Account Tax Reporting, ensuring clients are in compliance with tax regulations and taking advantage of available tax benefits.
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Robert L. Harvey
Certified Public Accountant
Verified Licensed
Location Warsaw, North Carolina 28398
With over 20 years of experience in public accounting, Robert L. Harvey provides tax planning and consulting services to various business structures in Warsaw, North Carolina. He specializes in providing basic accounting services, financial planning, and small business accounting, and has a proven track record of ensuring compliance with sales tax regulations. Harvey's expertise spans a wide range of industries, including S-Corps, partnerships, and LLCs, making him a valuable resource for small and medium-sized businesses in the area.
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Charles J. Sheffield
Certified Public Accountant
Verified Licensed
Location Warsaw, North Carolina 28398
Based in Warsaw, North Carolina, Charles J. Sheffield is a seasoned accounting professional with over 10 years of experience in providing expert financial guidance to family-owned enterprises and entrepreneurs in the startup phase. His areas of specialization include individual tax services, tax compliance, and basic accounting services, catering to the distinct needs of his diverse client base. Sheffield prepares individual and business tax returns, ensuring accurate and timely submissions, and processes payroll with strict adherence to regulatory compliance standards.
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Michael W. Lanier
Certified Public Accountant
Verified Licensed
Location Warsaw, North Carolina 28398
Michael W. Lanier is a certified public accountant (CPA) based in Warsaw, North Carolina, with over 15 years of experience providing financial guidance to individuals and businesses. He specializes in basic accounting services, individual tax services, and financial planning, catering to a diverse range of industries including S-Corps, partnerships, LLCs, and family-owned enterprises. Lanier's expertise also extends to sales tax compliance and individual & business tax return preparation, ensuring that clients meet their tax obligations accurately and efficiently.

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.