Finding the best CPA in Charlotte is not easy. Use the refrence list below created by FindCPA.
Quick Picks
- Best Overall: Reconciled (29 yrs in business, Rating: ★ 5.0)
- Best for Bookkeeping / Accounting: Nottingham CPA PC (12 yrs in business, Rating: ★ 5.0)
- Best for Wealth & Financial Planning: LadyCPA (23 yrs in business, Rating: ★ 3.5)
- Best for Entrepreneurs & Startups: Mark Rivera CPA, PLLC (2 yrs in business, Rating: ★ 5.0)
- Best for Estate & Trust Tax: Beach Patrick CPA (16 yrs in business, Rating: ★ 4.0)
At a Glance
| Rank | Firm | Best For | Years in Business | Area Served | Rating |
|---|---|---|---|---|---|
| 1 | Reconciled | Payroll Services | 29 | Charlotte | ★ 5.0 |
| 2 | David Love, CPA | Full-Service | 19 | Charlotte | ★ 5.0 |
| 3 | TEAM Financials CPA | Full-Service | 4 | Charlotte | ★ 5.0 |
| 4 | Nottingham CPA PC | Bookkeeping / Accounting | 12 | Charlotte | ★ 5.0 |
| 5 | LadyCPA | Wealth & Financial Planning | 23 | Charlotte | ★ 3.5 |
| 6 | Mark Rivera CPA, PLLC | Entrepreneurs & Startups | 2 | Charlotte | ★ 5.0 |
| 7 | Beach Patrick CPA | Estate & Trust Tax | 16 | Charlotte | ★ 4.0 |
| 8 | Gerald Yarborough, Certified Public Accountant and Tax Resolution Specialist | Technology | 3 | Charlotte | ★ 5.0 |
| 9 | Eric Little, CPA | Wealth & Financial Planning | 9 | Charlotte | ★ 3.7 |
| 10 | Elliott Davis LLC | International Tax | 29 | Charlotte | ★ 5.0 |
| 11 | Daniel Ratliff & Co | Full-Service | 27 | Charlotte | ★ 5.0 |
| 12 | GreerWalker CPAs & Advisors | State & Local Tax | 30 | Charlotte | ★ 5.0 |
How We Chose These CPAs
Rankings are calculated from a weighted score covering client reviews, years in business, pricing transparency, verification status, and other factors. See our full methodology.
1. Reconciled
Quick facts: Rating: ★ 5.0 · 29 years in business · Payroll Services · Charlotte, NC
cloud-based virtual bookkeeping, accounting, advisory, tax & HR services as extension of in-house teams for small businesses.
Services: Bookkeeping / Accounting, Payroll Services, Tax Planning & Advisory, Tax Preparation & Compliance
Address: 222 S Church St c/o, Charlotte, NC 28202
2. David Love, CPA
Quick facts: Rating: ★ 5.0 · 19 years in business · Full-Service · Charlotte, NC
David Love CPA is a Charlotte-based firm offering accounting and tax services to small businesses and individuals.
Services: Tax Planning & Advisory, Tax Preparation & Compliance
Address: 8514 McAlpine Park Dr #290, Charlotte, NC 28211
3. TEAM Financials CPA
Quick facts: Rating: ★ 5.0 · 4 years in business · Full-Service · Charlotte, NC
TEAM Financials is a CPA firm offering personalized tax and financial services for individuals and businesses
Services: Tax Planning & Advisory, Tax Preparation & Compliance
Address: 2332 Beatties Ford Rd, Charlotte, NC 28216
4. Nottingham CPA PC
Quick facts: Rating: ★ 5.0 · 12 years in business · Bookkeeping / Accounting · Charlotte, NC
Full service accounting firm based in Charlotte serving entire US, personalized non-cookie-cutter tax & accounting for individuals/businesses
Services: Bookkeeping / Accounting, Tax Preparation & Compliance
Address: 125 Remount Rd Suite C-1 310, Charlotte, NC 28203
5. LadyCPA
Quick facts: Rating: ★ 3.5 · 23 years in business · Wealth & Financial Planning · Charlotte, NC
Carol A. Reithmiller, CPA, PLLC offers accounting, tax, and financial management services
Services: Tax Preparation & Compliance, Wealth & Financial Planning
Address: 6662 S Tryon St, Charlotte, NC 28273
6. Mark Rivera CPA, PLLC
Quick facts: Rating: ★ 5.0 · 2 years in business · Entrepreneurs & Startups · Charlotte, NC
Mark Rivera CPA, PLLC is a Charlotte, NC-based accounting firm led by Mark Rivera, offering tax and accounting services for individuals and small businesses with nearly a decade of experience
Services: Tax Planning & Advisory, Tax Preparation & Compliance
Address: 4037 E Independence Blvd Suite 100, Charlotte, NC 28205
7. Beach Patrick CPA
Quick facts: Rating: ★ 4.0 · 16 years in business · Estate & Trust Tax · Charlotte, NC
Patrick A. Beach, CPA, PC is an experienced proactive responsive CPA firm in Charlotte NC offering tax and accounting services
Services: Bookkeeping / Accounting, Cryptocurrency Tax, Estate & Trust Tax, Tax Planning & Advisory, Tax Preparation & Compliance
Address: 2315 W Arbors Dr # 210, Charlotte, NC 28262
8. Gerald Yarborough, Certified Public Accountant and Tax Resolution Specialist
Quick facts: Rating: ★ 5.0 · 3 years in business · Technology · Charlotte, NC
Yarborough & Potter is an accounting firm with over 30 years of experience, serving Charlotte, NC, and the Carolinas, specializing in tax and financial solutions for businesses and individuals.
Services: Cryptocurrency Tax, IRS Representation, Tax Preparation & Compliance
Address: 8045 Corporate Center Dr Suite #300 J, Charlotte, NC 28226
9. Eric Little, CPA
Quick facts: Rating: ★ 3.7 · 9 years in business · Wealth & Financial Planning · Charlotte, NC
LB&J Certified Public Accountants is a Charlotte-based CPA firm offering personalized tax, accounting, and financial planning services for individuals and businesses.
Services: Tax Planning & Advisory, Tax Preparation & Compliance, Wealth & Financial Planning, Bookkeeping / Accounting
Address: 5936 Monroe Rd, Charlotte, NC 28212
10. Elliott Davis LLC
Quick facts: Rating: ★ 5.0 · 29 years in business · International Tax · Charlotte, NC
Elliott Davis is a leading business solutions firm offering tax, assurance, and consulting services to businesses, organizations, and individuals
Services: Audit / Review / Compilation, International Tax, State & Local Tax, Tax Planning & Advisory, Tax Preparation & Compliance
Address: 500 E Morehead St UNIT 700, Charlotte, NC 28202
11. Daniel Ratliff & Co
Quick facts: Rating: ★ 5.0 · 27 years in business · Full-Service · Charlotte, NC
Daniel, Ratliff & Company is an accounting firm in Charlotte, NC, focused on adding value to clients by understanding their business and guiding them toward success.
Services: Tax Planning & Advisory, Tax Preparation & Compliance
Address: 3800 Arco Corporate Dr #500, Charlotte, NC 28273
12. GreerWalker CPAs & Advisors
Quick facts: Rating: ★ 5.0 · 30 years in business · State & Local Tax · Charlotte, NC
GreerWalker is a CPA firm offering tax, assurance, accounting, and advisory services focused on privately held middle-market companies and their owners
Services: Audit / Review / Compilation, State & Local Tax, Tax Planning & Advisory, Tax Preparation & Compliance
Address: 227 W Trade St # 1100, Charlotte, NC 28202
Looking for a CPA Nearby?
Or browse the full North Carolina CPA directory to see every listed firm in the state.
How to Choose a CPA in Charlotte
Start with the work you actually need, not a generic “best firm” list. A Plaza Midwood solo shop that files clean W-2 and Schedule C returns is the wrong hire for a Bank of America officer with RSUs, multi-state K-1s, and a side LLC. A mid-market firm that lives in SALT and entity planning is the wrong hire if you only need monthly QuickBooks and a 1040.
Ask Charlotte-specific questions in the first call:
- Have you prepared returns for people who live in Fort Mill, Rock Hill, Indian Land?
- Do you handle bank and corporate equity compensation (RSUs, ISOs, ESPPs), or will that get outsourced?
- Who actually does the work after you sign, and how do you bill when scope changes?
Match firm size to your complexity.
Ask for a written scope and a fee range before you send documents. If a firm cannot explain what is included, then keep looking.
Finding a CPA can be difficult. It takes time to research and understand whether that person will be able to meet your needs. That’s why I built a free concierge form that you can submit and I will find you the perfect match.
Frequently Asked Questions
What’s the difference between a CPA and an accountant?
A CPA is someone who has undergone extensive training, typically earning a bachelor’s or master’s degree in accounting, passing a rigorous four-part exam, and gaining sufficient experience providing tax or accounting services. An accountant may not be a CPA. If you want the highest quality tax, accounting, or other financial services, it’s best to work with a CPA.
How much does a CPA typically cost in Charlotte?
Local quotes cluster in a few bands, and complexity moves the number more than the zip code. Recent Charlotte market reports put general accounting around $120-$160 an hour and CPA level advisory often in the $150-$450 range (a commonly cited Charlotte accountant average is about $135/hour).
Tax preparation is usually a flat fee. Simple individual returns in Charlotte are often quoted around $200-$500.
How do I verify that a Charlotte CPA is actually licensed in North Carolina?
Use the North Carolina State Board of CPA Examiners licensee search at nccpaboard.gov. Look up the individual certificate and, if you are hiring a firm, the firm registration. You want an active certificate, a current firm registration when required, and a clean discipline record.