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Old 03-06-2011, 11:28 AM
 
Location: Charlotte
531 posts, read 1,074,104 times
Reputation: 148

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Hi...

I am looking for CPA/tax consultant or accountant who would help me with

- Starting a small business
- Tax strategies
- Filing taxes

I am looking for a long term relationship. Specifically looking for someone who is charging decent fees and appreciates budget minded clients.

Thanks so much!
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Old 03-06-2011, 01:46 PM
 
30 posts, read 125,571 times
Reputation: 28
Steven Stell in Dilworth. He is a broad knowledge of taxes and business strategy from a tax point of view. I have used him for nearly ten years for both a small business and personal. On more than one occasion he has provided tax advise that helped us in the long run. He does our returns too.
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Old 03-27-2011, 08:13 AM
 
Location: Charlotte
531 posts, read 1,074,104 times
Reputation: 148
Any other recommendations..please
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Old 07-06-2012, 09:40 AM
 
345 posts, read 867,601 times
Reputation: 128
Did you find a good tax consultant, can you share information.
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Old 07-06-2012, 02:48 PM
 
2,753 posts, read 5,107,517 times
Reputation: 3618
I have same need, prefer someone in Waxhaw/Matthews/South Charlotte area who can help with small business (LLC) tax returns.

Thank you!
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Old 07-06-2012, 05:04 PM
 
4,139 posts, read 11,445,556 times
Reputation: 1959
I recommend Mary Hickey.

Hickey Wood & Associates, CPAs, PA-

My husband is an accountant also but he is not able to take anyone else right now.
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Old 07-06-2012, 05:56 PM
 
Location: Charlotte
531 posts, read 1,074,104 times
Reputation: 148
I found Eric little. I am happy with his work.
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Old 07-06-2012, 07:36 PM
 
4,139 posts, read 11,445,556 times
Reputation: 1959
Sorry, that should read MARTY not Mary. My error. I don't know why I can't edit my post.

Dawn

Quote:
Originally Posted by DawnW View Post
I recommend Mary Hickey.

Hickey Wood & Associates, CPAs, PA-

My husband is an accountant also but he is not able to take anyone else right now.
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Old 07-07-2012, 10:28 AM
 
2,753 posts, read 5,107,517 times
Reputation: 3618
Thank you for feedback!
Any smaller office CPA (maybe home run, that has a lower overhead) and is knowledgeable with tax returns for a LLC?
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Old 07-07-2012, 12:54 PM
 
Location: Wesley Chapel
430 posts, read 799,573 times
Reputation: 229
Quote:
Originally Posted by 28173 View Post
I have same need, prefer someone in Waxhaw/Matthews/South Charlotte area who can help with small business (LLC) tax returns.

Thank you!
Ken Schwartz
Understand Your Taxes

Just over the border is Union County. Been using him since we moved down here. Very happy. Very professional and private (I later became friends with his wife, and she has no idea who even goes to him, even though it's people in our mom's group). He's quick, quite responsive, and does a great job.
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