Adkin CPA PLLC

The team at Adkin CPA is truly what keeps me as a business owner organized and efficient. Sweta, Samantha, and Kim have been a true joy to work with. They are a brilliant, ethical team that provide valuable and savvy financial advice to ensure my business is profitable, growing, and in good legal standing. They have a meticulous attention to detail and are committed to excellence in communication and time management. With their client-centric approach, they have eased my burden of managing my business?s (an

Th CPA at this firm are so helpful and great to work with for small business clients. Sweta and her team are always looking to save the most money in taxes!

We've been working with Adkin CPA PLLC since 2019, and our experience has been nothing short of exceptional. Sweta Adkin and her team consistently deliver top-notch service in business accounting, tax preparation, and consulting. Their professionalism, expertise, and dedication have made a significant difference in managing our financial matters. We genuinely appreciate their attention to detail and the personalized approach they take with each client. If you're looking for reliable and knowledgeable accoun

The Tax Planning and Advisory Services provided by Sweta and the team at Adkin CPA have exceeded my expectations. Over the last 2 years, our business has achieved quantifiable tax savings thanks to Sweta and her team! It's been a pleasure to work with Adkin CPA and I highly recommend them.

We have had a very smooth transition with Sweta CPA. Our company is now paperless and has converted everything to be available digitally at our fingertips. Sweta is very knowledgeable, trustworthy and reliable. Her firm always puts customer service first and you can really feel that they have your business' best interests in mind. She excels at communicating her vision for the future of our business and different avenues we can pursue to become more streamline with our financials and tax preparation. Workin

I have been working with Sweta as my accountant for close to a year now. Throughout this extremely chaotic year, Sweta has been a grounding force for helping me make the best business and personal tax decisions. She is the first accountant I have had that I do not feel responsible for looking for ways to save money. She has stayed on top of the large amount of changes this year and has helped me make countless decisions to help me save money. She knows her stuff, listens, and respects my choices and decisio

I've worked with Sweta and the team at Adkin CPA for the past 2 years to support multiple business entities and to receive personal Tax Planning and Preparation service. Sweta has also provided IRS representation on multiple occasions. Overall, I've been impressed with the services received. I highly recommend Adkin CPA to any small business.

I've worked with Adkin CPA for over 2 years to support multiple businesses. The tax planning and general level of service have exceeded my expectations! I also appreciate that the firm is paperless and can meet with me virtually. In 2023 alone, I've been able to achieve tax savings of over $10,000. I strongly recommend Sweta and the team at Adkin CPA to any small business owner.

We contacted Sweta for complex taxes in regards to a home sale. They did a great job. Sweta and Kim, were professional, though, knowledgeable and courteous. I highly recommend!! Another review for year two below: This is the second year in a row I have had Sweta prepare my taxes. She is professional as well as meticulous in her tax preparation, and will go through all possible combinations to get her clients the largest refund possible. She also offers advice on how to save on taxes now and in the f

I met Sweta at an Annual Chamber of Commerce Breakfast and was impressed with her poise and knowledge of the tax world. I arranged to meet with her and her staff and found them to all be incredibly tech savvy, helpful and knowledgeable. She is extremely responsive, helps in business planning and prepares taxes early allowing me ample time to review prior to having to file. I cannot say enough how beneficial it is to be working with Sweta and her staff.

Adkin CPA is THE All-Star team of accounting. As a small business owner, I have always had so much anxiety around taxes and financial planning. I have also dealt with the consequences of having a mediocre accountant - more stress and anxiety! Since utilizing Adkin CPA, Sweta and her team have been so efficient and proactive that I have been able to relinquish the anxiety around my organization's finances. The thing that has impressed me most is how Adkin CPA integrates with your business. Their team provi

Sweta is helping my business grow not just with top tax planning and accounting services, but also with business consulting in general. She is a wealth of knowledge and always goes the extra mile to explain the procedures in a way that I can understand. She is also a pleasure to work with. I can't recommend Sweta and her team highly enough to anyone looking for great tax, accounting and business consulting services in the Triangle!

Sweta is not your average accountant! She is friendly, personable and works to make sure you get the best service possible! She saved me a ton of money with things that Turbotax never even mentioned. She is helping me set up my business and giving me sound advice on what will work best for me. She is also referring programs to help me organize my business expenses better. She answers emails, phone calls etc in a timely manner. You could not ask for more when looking for an accountant.

Sweta was the best accountant I've ever had the pleasure of working with. Her team and her showed great professionalism, rapid turnaround times, and were always available to answer my questions. They went above and beyond for us at every step of the process. Could not recommend her team and her enough.

Sweta and her team have helped me get organized and save a lot on taxes across multiple different business entities. I?d highly recommend her firm for biz owners in North Carolina and the triangle. I think I would?ve lost a lot of sleep without them.

Sweta Adkin handles my personal taxes as well as for my Home Inspection Business. I can't recommend her highly enough. While I am a DIYer, I haven't felt confident that I handle the money the right way. Sweta answers my numerous questions with confidence and insight. She is calm and insightful about how to frame my current finances for maximizing tax benefits and has great suggestions about how to make future decisions. As a small business (LLC) she has helped me set up and understand QuickBooks as well as

Our small business began working with Adkin & Associates CPAs (now Adkin CPA) about two years ago, and I can say without qualification that this was one of the best decisions we've made as a company. After our first meeting with Sweta and Diego, they provided a clear, customized proposal to meet our tax planning and business advisory needs, complete with an estimated return on investment and net tax savings. Although we were nervous about committing to a monthly fee during uncertain times, we've never regr

Sweta did an amazing job assisting in the new system conversions for Pure Barre as well as setting up Quickbooks on-line and Receipt bank . She has done an outstanding job of putting systems in place and has walked me through our financial statements, line by line. This detailed accounting has helped me better understand how to cut expenses, improve the bottom line, and put money back into the business. Our monthly meeting and high level accounting makes me more confident as a business owner. High recommend

Sweta completed our 2018 Tax Returns. We had several life events in 2018 and sought out an expert to help us make sure we got the most out of our return. Sweta was patient, quick to reply, and educated us along the way. She made sure we understood the process and asked questions we never even thought of. Highly recommend Sweta and her services

I reached out to Sweta on the recommendation of neighbors who said she handles their business and personal taxes skillfully, and is ?simply amazing.? They were absolutely right! My partner and I were in dire need of tax planning assistance around upcoming life changes (marriage and moving abroad), which felt particularly challenging to navigate due to self-employment and receiving health insurance tax credits through the marketplace. We went in feeling anxious and a little overwhelmed, but we left Sweta?s o

Sweta has unmatched client service and always put our needs first. The tax preparation and filing was just the tip of the iceberg. She had the knowledge to review previous filings and find $30,000. She has become most useful in tax planning going forward and running different scenarios on how to approach certain situations. She will again save us money to the tune of $50,000 in the coming year. We couldn?t be happier that we found Sweta.

I have endless good things to say about Sweta. I am a small business owner. I didn't think i needed Sweta's services until i was overwhelmed with expanding my business. She offered to help me setup my new business. Not only she took care of setting up my new business, also clean up my books for my exisitng business and much more. When I need documents within a maximum of 24 hours I would have the document I need. She gives you 100% effort and dedication in whatever you ask for. She always picks up my

Sweta has been a proactive part of our home budgeting, tax, and retirement planning. She spent generous time evaluating our personal taxes and helping us maximize our benefits. So grateful to have a trustworthy, patient, knowledgeable, thoughtful, organized person on our team!

Sweta is awesome!! We went from owing a few thousand (trying to do our own taxes) to getting huge refunds with Sweta. Lucky for us we knew that our taxes were just too difficult this time around, so we gave up on Turbotax. To anyone who turns their single family home into a rental property, it is easy to make an expensive mistake with depreciation, and you?ll find out when you sell your rental. Go to Sweta as soon as possible ? you don?t have to wait until you sell.

I am incredibly grateful to have benefitted from the services of Succentrix Business Advisors. Sweta is very knowledgeable and provided numerous options for me to choose from upfront. She was transparent throughout the filing process and made it her priority to consistently communicate necessary information and status updates. Her genuine desire to connect and give back to the surrounding community was apparent, as I am a local school teacher and she took me on as a pro bono client.

Sweta provided our family with tax preparation services. She is very knowledgeable, and spent the extra time to explain and made it easy to understand the process. As well, she offers helpful financial resources on her website. I would highly recommend Sweta!

Sweta helped us when we started renting out our second home. She was patient with us as we uploaded all our documents to the portal and spent time with us to review our return. She kept us apprised throughout the process. She is great to work with! I highly recommend her practice to anyone looking for a reliable CPA to do their taxes.

With have been with Sweta and team for a little over a year and could not be happier. They know more about the tax code than I could imagine and use that knowledge to ensure we are able to keep as much of our hard earned money as possible. That said, what I love most is the fact that they make our relationship personal and work their tails off to ensure we are treated like family.

Sweta and her team were fantastic. She is very knowledgeable. She was very prompt and detailed with her responses. She is very approachable. She did a great job with my taxes. She took the time to review my case and then went over my taxes with me before filing. She answered all my questions. Gave me good suggestions. I would highly recommend her!

Sweta was sweet. Seriously, she is a champion of the underdog in business - the startup. I am a sole proprietor of two LLCs and her knowledge, patience, and desire to help those who have a new business is invaluable. I can tell she wants me to succeed by making suggestions related to business structure, connecting with the Secretary of State, Annual Report prep, Articles of Incorporation suggestions, networking, tax software, etc. She is methodical in her work, an exceptional communicator, and an asset to

I highly recommend Sweta Adkin and her firm Sweta Patel Adkin CPA, PLLC. The services provided to me regarding Tax Planning, corporate entity selection for my small business, as well as, QuickBooks Online setup, have saved me a significant amount of time and money. Overall, my small business has benefited immensely from Sweta's guidance.

?Sweta is very knowledgeable and provides detailed communication. She makes complex tax and accounting matters easy to understand. The return on investment has been exceptional in terms of tax savings and experience.?

I could not be happier with the service I have received. Here are just a few of the reasons why: 1) I feel like Sweta communicates with me in an easy, comfortable way, making the sometimes daunting topic as comfortable as can be, 2) the systems are so user friendly, helping to keep us all organized and making it very quick and me to take the actions I need to take, 3) I appreciate the excellent communication I get pre and post meetings from Sweta and team. The decision to seek service from Adkin & Rodrigue

Adkin CPA is a wonderful place! The owners and team truly care about the work that they do. I highly recommend!!!

Sweta was honest, thorough, thoughtful and time. She understood our situation and worked to ensure our needs. Kim, her assistant, was also very helpful and responsive. I recommend Sweta and her practice without reservation.

Working with Adkin and Rodriguez CPA's has been such a great experience from the get-go. I value their professionalism, their attention to detail, their knowledge, as well as the way they take the time to explain complicated tax matters in a way that is very easy to understand. I would highly recommend them for both business and personal tax needs- they are a really outstanding team.

This is the 2nd year I am using the services of Sweta Patel Adkin. A 5 star rating speaks to every aspect of her knowledge and professionalism. Additionally, her winning personality makes the "tax season" one not to dread! I wholeheartedly recommend her services.

Sweta Adkin is the best CPA we worked with. Loved the financial ideas and suggestions that she share with us. Thanks to her for doing our 2018 Tax.

Ok, so it?s strange to say you love your accountant....but I do. She has helped us manage our franchise businesses, as well as our personal taxes. Incredibly smart, patient with me, and knows her stuff. I highly recommend scheduling a consult.

Adkin & Associates have once again provided exceptional value and service. They saved me a bundle across several different returns this year and I can't recommend them highly enough.

Believe me you are the right place to get best advice. You will have complete satisfaction regarding your questions about taxation. I couldn?t have asked for a more. She answered all the questions in detail.

She is just the BEST! Friendly, easygoing and hardworking! She's very conscientious about getting the best results for her clients in a timely manner! We highly recommend her!!!

Sweta is extremely knowledgeable and helpful. Handled everything I asked of her with ease and a pleasure to work with.

Sweta is very knowledgeable and smart . She has given me guidance and it helped me solve my problem. I Highly recommend Sweta.