CPA Services

Accounting - Tax - Advisory

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Tax & Accounting Services

Serving Charlotte, NC and the surrounding areas.

Troutman CPA, a Charlotte CPA firm,  offers more than general accounting services – check out what Troutman CPA can do for you with business tax compliance services and strategies and personal tax advice and planning. It’s quick and easy to schedule an appointment with our accountant. Give us a call and one of our representatives will be happy to direct your call. 

When looking for an accountant in Charlotte, you should be looking for someone who is not just going to be your bookkeeper, but look for someone who you would trust as a business partner. When utilizing one of Troutman CPA’s certified public accountant for your business needs, you put your trust in our hands to successfully manage your business’s financials and we don’t take that lightly. 

Engagement 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 and Accounting Services for Personal and Business in Charlotte, NC

Check out all of Troutman CPA’s financial services including accounting, business tax compliance services and strategies, and personal tax advice and financial planning. Getting scheduled to speak with one of our certified public accountants is easy. Just give us a call and one of our representatives will be happy to direct your call or get you on our schedule. 

Accounting Services

These services are designed to keep you focused on the operating of your business. 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 Planning & Strategy

Tax compliance is often the last thing on every business owner’s mind and generally a task done at the last minute after effective tax strategies could be implemented. If your taxes are a burden to your business, there is a better way. We strive to change tax compliance to tax strategy using a forward-looking plan for business growth. 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 & Planning

By focusing on your personal financial goals we work to adopt a strategy to reduce your tax burden, and protect the wealth you’ve built.  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. 
 
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