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Best Accountants in Matthews

2023

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Website
8514 McAlpine Park Drive, Charlotte, NC 28211

Why choose this provider?

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.

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
3633 Pleasant Plains Road, Matthews, NC 28105

Why choose this provider?

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.

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.
4.0
Google
4.0 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6769 Albemarle Road, Charlotte, NC 28212

Why choose this provider?

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.

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.
3.0
Google
3.0 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
233 North Trade Street, Matthews, NC 28105

Why choose this provider?

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.

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 (6)

Website
16928 Lancaster Highway, Charlotte, NC 28277

Why choose this provider?

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.

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 (2)
Facebook
5.0 / 5 (1)

Website
3428 Mayhew Forrest Lane, Mint Hill, NC 28227

Why choose this provider?

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.

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

Why choose this provider?

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.

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 (7)
Facebook
5.0 / 5 (2)
Yelp
5.0 / 5 (1)

Website
615 South College Street, Charlotte, NC 28202

Why choose this provider?

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.

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

Website
6132 Creft Circle, Lake Park, NC 28079

Why choose this provider?

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.

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.
4.2
Google
4.0 / 5 (22)
Facebook
5.0 / 5 (6)

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
5936 Monroe Road, Charlotte, NC 28212

Why choose this provider?

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.

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.
4.0
Google
4.0 / 5 (66)

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
2548 Plantation Center Drive, Matthews, NC 28105

Why choose this provider?

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.

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
14021 Conlan Circle, Charlotte, NC 28277

Why choose this provider?

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.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

  • 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.