Best Accountants in Matthews

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Last updated: October 1, 2022

A.E. Long CPA PLLC

Charlotte, NC 28277

A.E. Long CPA is an accounting firm that is located in North Carolina. This business is a full-service accounting firm located in the Ballantyne area of Charlotte. They provide professional services to customers in all fifty states. They offer their clients many online resources, and they can work with individuals and businesses with a variety of financial needs, goals, and situations. A.E. Long, CPA is operated and owned by Atwood Long, CPA who has a Master of Accountancy from UNC Charlotte. This firm maintains an A+ rating with the Better Business Bureau. A few of the specific services they provide are IRS representation, payroll, and bookkeeping services.

Carilini CPA PLLC

6132 Creft Circle, Lake Park, NC 28079

Carilini CPA PLLC is a full-service accounting firm that serves Matthews, Indian Trail, Monroe, Charlotte, and the neighboring communities. It provides tax preparation, audit, compilation, and bookkeeping services. The firm also specializes in IRS resolution, payroll, and management services. Clients who wish to transition into a more automated accounting system can also consult with the firm for QuickBooks training and implementation. Carilini CPA PLLC has over 40 years of experience in the industry. Christine and Jeffrey, the firm's accountants, are both members of the NCACPA.

Cason McRae Consultants

615 South College Street, Charlotte, NC 28202

Cason McRae Consultants is an accounting and financial consulting firm located in Charlotte, North Carolina, that offers a wide range of services to clients in the adjacent areas and cities, too. They strive to provide personalized services to each one of their clients, and they can also offer free initial consultations. Cason McRae Consultants works with individuals, families, and businesses to meet their financial needs and goals. Some of the specific services they provide include bookkeeping, business consulting, IRS representation, payroll services, and tax preparation. They strive to create an environment of integrity and professionalism for their clients and to provide affordable rates.

CT Accounting and Tax Services

6769 Albemarle Road, Charlotte, NC 28212

Since 2013, CT Accounting and Tax Services has been serving the community of Matthews and the rest of the state. One of the company's founders, Charles Olmeda, Sr., has more than 25 years of experience in the accounting industry and currently provides a wide range of accounting and tax services. These include personal and business tax preparation, accounting and bookkeeping, payroll preparation, and auditing. In addition, the company is also knowledgeable about business registrations and permits.

David Love CPA

8514 McAlpine Park Drive, Charlotte, NC 28211

David Love, CPA is an accounting firm located in Charlotte, North Carolina, that can provide a wide range of services to clients in the surrounding areas and communities, too. They specialize in providing a full-range of tax, accounting, and consulting services to businesses and individuals. Their firm is also accredited with the Better Business Bureau. David Love, CPA can provide free consultation to their clients. Some of the specific services the offer include bookkeeping, payroll, and tax preparation. They are fully certified in the State of North Carolina, and they seek to provide high-quality services to each of their clients.

Davies Goldstein & Associates CPA's PLLC

3633 Pleasant Plains Road, Matthews, NC 28105

Davies, Goldstein & Associates, CPA’s, PLLC, is a firm that offers a wide assortment of accounting services for individuals and businesses in and around Matthews. It handles various QuickBooks tasks, such as consultation, remote access, setup, file management, and training. Apart from that, the firm performs audits, compilation, and reviews of financial statements. It also helps with the filing of various tax-related matters, such as individual federal and state tax, trust and estate tax returns, non-profit tax returns, and corporate tax returns.

Greene & Vaughan

16928 Lancaster Highway, Charlotte, NC 28277

Greene & Vaughan serves individuals and businesses in the Matthews area. It offers an array of accounting services, including cash flow monitoring, sales tax and payroll tax return preparation, and budgeting. Its tax services cover federal tax planning and compliance, accounting for income taxes assistance, and business tax deductions. The professionals at this firm also perform detailed agreed-upon procedures and assurance services for clients. Partners J. Todd Greene and Steve Vaughan are CPAs and members of the North Carolina Association of Certified Public Accountants.

KM Accountant

15720 John J Delaney Drive, Charlotte, NC 28277

KM Accountant is an accounting firm located in Charlotte, North Carolina, that offers a broad selection of financial and tax-related services to clients living in the surrounding areas and counties, too. This firm works with individual professionals and small business to provide accounting payroll, and tax services. They are able to work with people in many different industries who have a variety of financial needs and goals. KM Accountant can offer many services including bookkeeping, tax filing help, and bookkeeping. They strive to create a professional, reliable environment that clients can count on to meet their financial needs and help them reach financial goals.

LB&J Certified Public Accountants

5936 Monroe Road, Charlotte, NC 28212

LB&J Certified Public Accountants provides tax and financial assistance for personal and business needs in Matthews. Tax preparation, accounting and bookkeeping, payroll services, audit support, and financial planning are just a few of the services available. The accounting professionals can also help close the loop on personal tax strategies and long-term financial planning. They provide a personalized and comprehensive approach to assisting their clients in achieving their financial objectives. Furthermore, the firm strives to uncover areas of opportunity for each of its clients.

Mary J. Green, CPA

Charlotte, NC 28226

Mary J. Green, CPA is an accounting firm located in Charlotte, North Carolina, that offers a wide range of financial services to clients in the surrounding areas and communities, too. They provide full-service accounting options to business and individuals. Their firm strives to provide proactive tax planning, business planning, and other financial services. Mary J. Green, CPA provides many specific services including tax preparation, new business formation, trust fund help, and IRS representation. They can work with clients and businesses in a variety of industries and with a wide range of financial situations and needs. This firm works to be professional and affordable.

Michael T. Dulin, CPA, PA

233 North Trade Street, Matthews, NC 28105

Michael T. Dulin, CPA, PA, is a tax and accounting firm that serves Matthews and the surrounding areas. Included in its line of services are bookkeeping, sales tax determination, annual payroll tax filing, and balance sheet preparation. Moreover, the company is a certified QuickBooks ProAdvisor that also provides XERO software support. Additionally, its team of accounting professionals responds to IRS letters and helps clients with tax compliance. Michael T. Dulin, CPA, PA, has been in service since 1998.

Robert Calcutta, P.A.

1502 Orchard Lake Drive, Charlotte, NC 28270

Robert Calcutta, P.A. is an accounting firm that provides tax, consultation, and accounting services to individuals and businesses in Matthews. For 20 years, its team of agents has been providing tax planning and preparation, business and personal financial management, and business consultation services. The company also serves clients who need representation before the Internal Revenue Service and other taxing authorities. The business also offers investment and insurance solutions. Robert Calcutta, P.A. is a member of FINRA and SIPC.

Roper Financial Services, LLC

14021 Conlan Circle, Charlotte, NC 28277

Roper Financial Services is an accounting firm that is located in North Carolina. They are a small firm made up of many qualified accountants. Roper Financial Services specializes in providing a wide range of accounting, tax, and business consulting services. They are a Certified QuickBooks ProAdvisor firm, and they provide QuickBooks training, support, and help. The company is owned by David K. Roper, Enrolled Agent. Some of the specific services they provide include bookkeeping, tax preparation, and payroll options. Roper Financial Services strives to provide high-quality, professional services to their clients at affordable rates. They can help clients file federal and state taxes.

Sarah N. Reames, CPA, PLLC

2548 Plantation Center Drive, Matthews, NC 28105

Sarah Reames CPA is an accounting firm that is located in North Carolina. They are able to work with clients in Matthews, North Carolina and the surrounding areas to provide tax and accounting services. They are a full-service accounting firm that can help clients with many financial needs, and they work with individuals, businesses, partnerships, corporations, estates, and more. Sarah Reames, CPA offers a variety of specific services including bookkeeping, tax preparation, and payroll preparation. This firm works to provide quality services to each one of their clients and to offer these services at competitive, reasonable rates. They also serve clients in South Carolina.

Steven L. Gargano, CPA

3428 Mayhew Forrest Lane, Mint Hill, NC 28227

Steven L. Gargano, CPA is an accounting firm that is located in North Carolina. Their offices are in Mint Hill, North Carolina, and they can provide services to clients in the surrounding areas, too. This firm is focused on helping small businesses meet their financial needs and goals. Some of the specific services they offer include tax planning, new business advisory, bookkeeping services, and tax reporting. They are able to provide interested and prospective clients with a confidential, free consultation. The owner of the firm, Steven L. Gargano, CPA, has over twenty years of experience in the industry and is a member of the North Carolina Association of Certified Public Accountants.

Terry V. Aaseby CPA, PLLC

7540 Matthews-Mint Hill Road, Mint Hill, NC 28227

Terry V. Aaseby, CPA, PLLC is an accounting firm serving clients in Matthews. It offers a wide range of accounting services including small business accounting, cash flow management, new business formation, QuickBooks setup, and audits, reviews, and compilations. Tax planning and preparation services are also available. The agency's website features a variety of tools and resources for business owners, independent professionals, and executives. Its managing partner, Terry V. Aaseby, has been in the industry since 2006. He specializes in compilations and bookkeeping services.

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Frequently Asked Questions

Q: Is getting a CPA worth it?

A: If you’re interested in a career in accounting, it’s worthwhile to get a CPA. It opens opportunities to earn higher wages and offers a wider variety of accounting jobs, so you can choose the type of accounting you want to do.

Q: What does it take to be a certified public accountant?

A: According to the American Institute of CPAs, requirements for becoming a CPA vary by state. Each state requires education, passing the Uniform CPA exam, and some amount of experience before issuing the certification. A minimum of a bachelor’s degree or 150 semester hours is typically required before taking the certification exam.

Q: Do I need a CPA to be an accountant?

A: You don't have to earn a CPA to be an accountant, however, getting your CPA opens opportunities to earn higher wages in this field. Many companies, especially larger ones and government agencies, require at least a four-year degree and CPA when hiring accountants.

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