Charlotte CPA
Charlotte’s CPA Firm for Tax, Bookkeeping, and Financial Strategy
Full-Service Tax Planning & Filing
We handle your federal, state, and local filings with proactive strategies that help you reduce your tax liability, not just file it.
Real-Time Bookkeeping & Payroll
Stay on top of your numbers year-round. We offer live dashboards, expense tracking, and integrated payroll to keep your books investor- and IRS-ready.
Business Structuring & Entity Setup
Starting an LLC? Need to switch to an S-Corp? Our CPAs will help you make the most brilliant move for your long-term financial health.
Charlotte-Based, National-Standard Quality
We combine hometown service with national-level expertise — Big Four-trained CPAs with Queen City values.
Fractional CFO Services
Need more than a bookkeeper? Our CPAs offer budgeting, forecasting, and advisory services to help you grow profitably.
Audit Protection & Compliance Reviews
Avoid the drama. We offer proactive compliance reviews and represent you if the IRS ever conducts an audit.
Simple 3 Step Process
Complete Form
Tell us a bit about your situation and goals. It only takes 90 seconds.
CPA Connection
Connect with a licensed Charlotte-based CPA.
Discuss Your Needs
Hop on a quick discovery call so we can tailor a plan for you and get started the same week.
Connect Below
Phone: (980) 456-1137
Email: [email protected]
Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
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