Expertise.com

2024

Last updated:

Best Accountants in Charlotte

Our Recommended Top 12

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Charlotte Accountants on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

154Reviewed

97Curated

12Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
Charlotte, NC
  • Business Taxes
  • Accounting
  • Audits
  • Consulting
  • Individual Tax

Why choose this provider?

Dimov Tax Specialists assists Charlotte-based individuals and business entities with their financial needs. The practice provides a variety of accounting services, ranging from bookkeeping and accounts receivables to private equity taxation. In addition, it conducts audits of financial statements, employing risk assessments and compliance verification measures to help clients adhere to GAAP and IFRS accounting standards. Dimov Tax Specialists has managed the finances of professionals from various Fortune 500 companies, such as Goldman Sachs, Morgan Stanley, Facebook, and Square.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (508)
Google
5.0 / 5 (304)
Facebook
5.0 / 5 (42)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for quote

Charlotte, NC

Why choose this provider?

Need help contacting a Accountant in Charlotte? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
3750 Latrobe Drive, Charlotte, NC 28211

Why choose this provider?

Hobbs, Crossley, Benefield & Craven, P.A., provides accounting and financial advisory services to customers in Charlotte and the surrounding areas. Established in 1978, the full-service firm has accounting experience working with diverse industries, such as construction, healthcare, manufacturing, and real estate. The company is a member of the NACVA and handles business valuations for various purposes, including gifting, retirement planning, and asset protection. Hobbs, Crossley, Benefield & Craven also offers tax planning, preparation, and representation to individuals and business entities.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)
Yelp
5.0 / 5 (1)

Website
10801 Johnston Road, Charlotte, NC 28226

Why choose this provider?

Allied Tax & Accounting Consultants, LLC, is a Charlotte accounting company serving individuals and businesses. With over 25 years of experience and a good grasp of accounting and tax laws, the team offers tax preparation, tax planning, small business accounting, QuickBooks help, and payroll service. Additionally, they help clients with their long-term goals through financial planning. The firm's accountant, Godwin Obimah, is an IRS enrolled agent and NTPI fellow. He provides tax resolution, wage garnishment protection, and innocent spouse relief.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5200 Park Road Suite 122, Charlotte, NC 28209
  • Tax Preparation
  • Bookkeeping & Payroll

Why choose this provider?

Scott Boyar, CPA, PLLC is an accounting firm located in Charlotte, serving people in the city as well as the surrounding areas. Mr. Boyar is a member of the North Carolina Association of Certified Public Accountants and the American Institute of Certified Public Accountants. He can help with bookkeeping and QuickBooks setup, as well as business formation, budgeting, and financial planning for individuals and companies.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
4.9 / 5 (42)
Facebook
5.0 / 5 (34)
Yelp
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
P.O. Box 58, Mount Mourne, NC 28123

Why choose this provider?

Barbara R. Brown, Certified Public Accountant PLLC performs audits, reviews, compilations, and business consulting, among other accounting services, for people and businesses in Charlotte and its suburbs. Ms. Brown has over a quarter-century of experience working in retail, not-for-profit, and public accounting. In addition to being a Certified Public Accountant, she is a Certified Internal Auditor and bears a Certification in Control Self Assessment. Furthermore, Ms. Brown is a member of the North Carolina Association of CPAs, the Institute of Internal Auditors, and the American Institute of CPAs.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6135 Park South Drive, Charlotte, NC 28210

Why choose this provider?

Edward P. Cooper, CPA, PC has an office in Charlotte where individuals and businesses from throughout the area can get help with a variety of financial matters. Mr. Cooper, who is a Certified Public Accountant and has a Master's in Business Administration, has been working in the industry for over 20 years. He founded his firm in 2008 after working at several local, regional, and national accounting firms. Mr. Cooper is a member of the American Institute of Certified Public Accountants and the North Carolina Association of CPAs.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5605 77 Center Drive, Charlotte, NC 28217

Why choose this provider?

Jones CPA PLLC is a Charlotte-based accountancy firm led by Sherise M. Jones, a Certified Public Accountant with more than 25 years of experience as a public accountant. Before founding her firm, she worked at a large-scale accounting practice, and she has worked as a controller, a tax accountant, and an accounting manager in various industries. Ms. Jones is a member of the American Institute of CPAs as well as the North Carolina Association of CPAs.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
604 Old Providence Road, Waxhaw, NC 28173

Why choose this provider?

Franklin P. Sparkman, CPA, assists Charlotte business owners in a number of areas, including bookkeeping. Part of the service is providing monthly updates on payable accounts, bills submission, bank balances, and bank payments. In addition, he offers custom payroll solutions and takes care of special payroll reports, covering social security audits, unemployment claims, and child support audits. His other services include tax preparation and bank reconciliation. Sparkman has been working in the accounting industry for over 26 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
103 Waxhaw Professional Park Drive, Waxhaw, NC 28173

Why choose this provider?

Ed Lloyd CPA and Associates is a Charlotte Metro firm that, in addition to accounting services, provides local businesses with business development advice. Managing Director Ed Lloyd is a Certified Public Accountant who, before founding the practice in 1994, spent nearly a decade as an employee at local and regional accounting firms. Mr. Lloyd is a Personal Financial Specialist and a Certified Tax Coach, and he is a member of the American Institute of Certified Public Accountants.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)
Yelp
5.0 / 5 (1)

Website
1108 East Boulevard, Charlotte, NC 28203

Why choose this provider?

Fisher, P.A. A CPA Firm serves the Charlotte metropolitan area and has been in business for 30 years. The company provides business advisory services like start-up consultations, accounting technology assessments, legal and tax structure advice and business valuation calculations. For individuals, these financial pros offer tax compliance guidance, assistance with retirement planning, and help with estates and trusts. Fisher P.A. A CPA Firm received the Charlotte Magazine Best of the Best Award for tax preparation services.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (5)
Yelp
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1616 Camden Road, Charlotte, NC 28203

Why choose this provider?

BGW CPA, PLLC, is an accounting firm with offices in Charlotte, Hendersonville, and Myrtle Beach. It has 35 years of experience in serving a wide range of industries and offering tax services, audit and assurance services, business strategy, personal wealth planning, CEO/management team coaching, and bookkeeping. The firm attributes its understanding of business ownership to its team of leaders with individual experiences in business start-ups, transformation, and operations. It also utilizes EOS to assist its clients in completing their goals.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
––

FAQs

  • Introduction

    Four main types of accountants are available to serve the accounting needs of individuals, large organizations, small businesses, and government agencies. These types of accounting include corporate, forensic, government, and public.

    • Corporate accountants maintain and file financial information for corporations. The focus is on keeping the corporation in legal compliance with tax laws and financial reporting requirements.
    • Forensic accountants gather and recreate financial data that isn’t readily available. These accountants might do that as part of a criminal investigation or if key financial information has been lost and needs to be recovered for legal reasons.
    • Government accountants work for government agencies, such as the IRS or a state tax department. They might also be found working in government offices in positions such as city treasurer or county auditor.
    • Public accountants are the accountants most likely to work with individuals or smaller businesses. These accountants manage financial statements, file tax returns, and record financial transactions. Preparing and filing tax returns are tasks these accountants might do for individuals. For companies, these accountants might handle payroll or bookkeeping besides preparing tax information for reporting purposes.

  • What does an accountant do?

    Accountants maintain financial records and interpret financial information. An accountant at one firm might maintain financial ledgers, while another might take on payroll management duties. Accountants can also specialize in specific areas, such as tax codes.

  • What is the difference between an accountant and a CPA?

    Accountants and CPAs handle many of the same accounting tasks. However, a CPA is an accountant who has passed a state exam to become a certified public accountant. A CPA is typically more trusted in an advisory position when in a business setting.

  • Does everyone need an accountant?

    Most individuals don’t need to hire an accountant, except for when tax season arrives. A small business owner is more likely to need an accountant than an individual because business owners have more complex record-keeping requirements.

  • What does a forensic accountant do?

    Forensic accountants use generally accepted accounting principles (GAAP) to investigate and solve financial mysteries that are typically related to uncovering or resolving suspected criminal activity, such as embezzling. These accountants may work for individuals, businesses, and government agencies.

  • What does a payroll accountant do?

    Processing payroll and employee benefits are key roles of payroll accountants. Some other duties performed by payroll accountants include using software and handling financial statements. These professionals might also analyze financial ledgers, prepare and present reports to management, and advise regarding investment opportunities.

  • Do I need an accounting major to become an accountant?

    You can work as an accountant without majoring in it. However, earning a degree and becoming a CPA offers more earning potential. According to the Bureau of Labor Statistics, certified public accountants who have received at least a bachelor’s degree earn a median annual wage of $73,560.