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Okatie
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Okatie
Showing 1 to 10 of 35 CPAs in Okatie, South Carolina
MC
Martin C. Schwartz
Certified Public Accountant
Verified Licensed
Location Okatie, South Carolina 29909
Martin C. Schwartz is a certified public accountant based in Okatie, South Carolina. With over 20 years of experience serving family-owned enterprises, individuals, and families, he offers expert guidance on tax compliance and financial management. A specialist in basic accounting services and small business accounting, Schwartz also provides retirement account tax reporting and sales tax compliance.
JL
Jamie L. St. Clair
Certified Public Accountant
Verified Licensed
Location Okatie, South Carolina 29909
Based in Okatie, South Carolina, Jamie L. St. Clair has over a decade of experience as a certified public accountant. Her expertise lies in tax planning and consulting, as well as general accounting and advisory services, catering to a wide range of industries including S-Corps, partnerships, and family-owned enterprises. Jamie provides specialized accounting services for small business owners, focusing on financial planning and basic accounting needs, including financial statement preparation and budgeting.
MP
Michael P. Thompson
Certified Public Accountant
Verified Licensed
Location Okatie, South Carolina 29909
Located in Okatie, South Carolina, Michael P. Thompson provides expert accounting services to small and medium-sized businesses, entrepreneurs, and startups. With over 10 years of experience in the field, he specializes in basic accounting services, financial planning, and business tax services, helping clients navigate complex financial regulations. His services include sales tax compliance, payroll processing, and compliance, ensuring his clients' financial operations run smoothly and efficiently.
ME
Maria E. Walls
Certified Public Accountant
Verified Licensed
Location Okatie, South Carolina 29909
Maria E. Walls, a seasoned accounting professional based in Okatie, South Carolina, has been providing personalized financial guidance to individuals and small to medium-sized businesses for over 15 years. Her areas of specialization include basic accounting services, individual tax services, and tax compliance, with a focus on helping clients navigate complex tax laws and regulatory requirements. With a strong foundation in general accounting and advisory services, Maria is well-equipped to assist clients with tax planning and consulting, ensuring their financial well-being and maximizing their returns.
R
Russell Stockman
Certified Public Accountant
Verified Licensed
Location Okatie, South Carolina 29909
Russell Stockman is a certified public accountant (CPA) based in Okatie, South Carolina, with over 17 years of experience in providing tax and accounting services. His specialization in basic accounting services, individual tax services, and small business accounting has helped numerous individuals and families, as well as small to medium-sized businesses in the region, navigate complex financial matters. Mr. Stockman also offers IRS representation and individual and business tax return preparation services, providing critical support during audits and ensuring accurate and timely filings.
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Richard Fisch
Certified Public Accountant
Verified Licensed
Location Okatie, South Carolina 29909
Residing in Okatie, South Carolina, Richard Fisch is a certified public accountant with over 12 years of experience providing accounting services to individuals and businesses across various industries. His expertise encompasses basic accounting services, individual tax services, and business tax services, catering to diverse clients including individuals and families, as well as S-Corps, partnerships, and LLCs. In addition to his core services, Fisch also offers IRS representation assistance, helping clients navigate complex tax matters and disputes.
TN
Timothy N. Harris
Certified Public Accountant
Verified Licensed
Location Okatie, South Carolina 29909
Based in Okatie, South Carolina, Timothy N. Harris is a seasoned certified public accountant with over 15 years of experience in tax preparation, financial planning, and accounting services. His expertise spans a range of areas, including business tax services, small business accounting, and basic accounting services, with a focus on supporting entrepreneurs and startups, as well as individuals and families. In addition to routine tax compliance, Harris provides specialized services such as retirement account tax reporting and payroll processing and compliance to meet the diverse needs of his clients.
RM
Robert M. Owen
Certified Public Accountant
Verified Licensed
Location Okatie, South Carolina 29909
Based in Okatie, South Carolina, Robert M. Owen provides expert accounting services to the local business community. With over 10 years of experience in public accounting, Owen offers a range of services including IRS representation and bookkeeping, as well as financial statement compilation. His areas of specialization include basic accounting services, business tax services, and tax compliance, making him a valuable resource for small and medium-sized businesses, entrepreneurs, and startup companies navigating complex tax regulations and financial reporting requirements.
JA
Judith A. Fillmore
Certified Public Accountant
Verified Licensed
Location Okatie, South Carolina 29909
Judith A. Fillmore is a certified public accountant based in Okatie, South Carolina, with over a decade of experience in tax preparation and financial planning. She provides individual and business tax return preparation, as well as tax planning and consulting services to clients in a variety of industries, including small and medium-sized businesses with various business structures such as S-Corps, partnerships, and LLCs. Her expertise includes basic accounting services, small business accounting, and business tax services, helping clients navigate financial complexities and optimize their tax strategies.
JR
Jr R. Lewis
Certified Public Accountant
Verified Licensed
Location Okatie, South Carolina 29909
Based in Okatie, South Carolina, Jr R. Lewis is a certified public accountant with over 20 years of experience in general accounting and advisory, as well as tax planning and consulting. With a strong focus on basic accounting services, individual tax services, and business tax services, Lewis provides tailored solutions to various business structures, including S-Corps, partnerships, and LLCs, and entrepreneurs and startups. Notably, Lewis offers specialized tax consulting services to help clients navigate complex tax laws and regulations, ensuring compliance and minimizing tax liabilities.

South Carolina's growing CPA market serves an expanding population and diverse economy attracting manufacturing and retirees. The South Carolina Board of Accountancy requires 150 semester hours for licensure. CPAs must complete 120 hours of continuing professional education every three years, including 2 hours of ethics and minimum technical requirements.

Key Tax Considerations: South Carolina has graduated individual income tax up to 6.5% and a flat 5% corporate rate. CPAs commonly handle state income tax compliance, sales tax, and various business incentives for manufacturing and economic development. The state's growing retiree population creates demand for retirement income planning, Social Security taxation (partially taxable in SC), and estate planning. The coastal region's vacation rental market requires specialized transient rental tax knowledge. Cross-border issues with North Carolina are common in the Charlotte metropolitan area.

Industry Specializations: Manufacturing (automotive, aerospace, advanced materials), tourism and hospitality, real estate and vacation rentals, agriculture, healthcare, port operations and logistics (Charleston), higher education, and military-related services are key practice areas. CPAs often specialize in manufacturing incentive compliance, vacation rental taxation and regulations, or serving retirees with complex multi-state situations.

For CPA Professionals: The South Carolina Association of CPAs provides resources across a growing state. Major markets include the Charleston area (port, tourism, aerospace), Columbia (state capital, healthcare, university), Greenville-Spartanburg (manufacturing corridor), and Myrtle Beach (tourism). The state offers attractive coastal lifestyle, lower cost of living than many states, and continued in-migration creating expanding opportunities. The combination of traditional industries, advanced manufacturing investment (BMW, Boeing, Volvo), and coastal tourism provides diverse practice options.