ACCOUNTING - TAX - ADVISORY

Serving Small Businesses & Entrepreneurs in Charlotte, NC

Troutman CPA, PLLC is a CPA firm in Charlotte, NC. We offer a full range of accounting services for individuals and businesses, including tax, advisory, and specialized services tailored to specific client needs. Contact us today for a consultation!

Schedule a Meeting

704-997-7052

About Troutman CPA, PLLC

Proud to serve Charlotte, NC and the Carolinas.

Troutman CPA, PLLC is a CPA firm located in Charlotte, NC. We specialize in approaching tax compliance and efficiency by taking a strategic view of your business needs to develop and implement comprehensive solutions. By maintaining a close and proactive relationship with our clients we’ve found we can better serve our clients and provide a variety of value-added services. Our expertise ranges from tax compliance and accounting services to more in-depth services designed to help our clients better understand their business from a financial perspective with the goal of increasing profitability and after-tax cash flows. We focus on tax efficiency and planning by exploring the different options available to you depending on your business structure, goals, size, and industry. Our CPA Accounting Firm in Charlotte, NC also provides several other tailored services depending on the needs of your business.

Our Accounting Firm in Charlotte serves clients across Mecklenburg County, Huntersville, Lake Norman, Concord, Mint Hill, Waxhaw, Weddington, Marvin, Ballantyne, South Park, Belmont, Fort Mill, SC and the surrounding areas. We also serve clients in South Carolina, California, Texas, and Florida.

Accounting and Tax Services

We are a full-service CPA firm licensed in North Carolina.
We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Call us today – we’ll be happy to offer you a free initial consultation.

Accounting Services

We will alleviate your burden of tracking your finances, knowing the financial position of your business, and assisting with payroll. Using an accountant to handle your small to medium sized business is almost always less costly, easier, and more accurate than hiring full-time personnel.

Business Tax Compliance & Strategy

Tax planning is essential for growth, after tax cash flow, and protecting wealth for future generations. Whether you’re just starting your business, are a quickly growing business or have been established for years, we look for new strategies and planning opportunities to help you hold on to your hard earned profits.

Personal Tax Advice and Planning

You’ve worked hard to build a successful business and you deserve an advisor that will work to make sure you are using the most tax-efficient strategies and help you reach your personal financial goals. We work in conjunction with local partners to help you keep and grow what you’ve worked hard to earn.

Engagements during COVID

Our office is designed to be 100% paperless. The only paper we process is the items you mail to us. After that we scan in your documents and mail the originals back to you or shred them depending on your preference. We provide all tax returns in a bookmarked PDF format and use third-party applications to store your data securely so you can access it almost instantly. We do NOT send paper copies of your tax returns, but we can provide a pdf copy upon request.

While we prefer face-to-face meetings with clients, we are temporarily closing client meeting until local restrictions have been lifted. However, we are fully prepared to meet via zoom or using your favorite video conferencing software.

Tax Strategy and Business Development CPA Firm in Charlotte, NC.

We strive to provide outstanding service to our clients as part of our dedication to the principles of professionalism, responsiveness and quality. Please contact us for more information.

Why Choose Us?

At Troutman CPA, a CPA firm in Charlotte, NC, we’re committed to maintaining a direct, personal, and confidential relationship with you as our client. From routine bookkeeping solutions to major financial decisions, we work closely with you and your staff to give you the services and information you need, when you need it.

Knowledge & Experience

Qualified professionals with the experience to advise you strategically.

Strategic & Growth

Combining accounting, tax, & advisory services for a holistic approach to your business and financial goals.

Responsive and Proactive

We are proactive and responsive to the changing regulatory environment, needs of your business, and respond to questions promptly.

Get in touch with us!

Troutman CPA is a client-centered CPA firm in Charlotte, NC that takes great pride in our tradition of providing high-quality accounting services, tax strategies, and financial management solutions. When you become our client, we strive to get to know you and become an insightful financial partner who understands your goals and challenges and works to provide effective solutions.