Basta+Croop

Basta+Croop

Reviews Summary

The overwhelming consensus is highly positive, with most reviewers praising the exceptional professionalism, efficiency, and expertise of the service. Many highlight the ease of the process, clear communication, and fair pricing, often noting significant savings or improved outcomes compared to previous providers. Several mention long-term satisfaction and repeat use, particularly appreciating responsiveness and thoroughness. A single negative review cites aggressive marketing practices, but this is an outlier among the widespread acclaim. The service is consistently recommended for both personal and business tax needs.

About This Listing

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
International Tax
Small Businesses
Expatriates
Individual Taxpayers
QuickBooks
Xero
Multi-state Experience
Cross-border Taxation

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
International Tax
Small Businesses
Expatriates
Individual Taxpayers
QuickBooks
Xero
Multi-state Experience
Cross-border Taxation

Contact Information

Address

933 Louise Ave

Charlotte, North Carolina 28204

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Neil and his team have been great to work with. They helped me with a difficult situation and were great at communicating throughout the process.

UPDATE: post owner reply. Lying about when they started working on my filings. July 2024 is when they charged me to begin processing my back taxes. Not 2023. Simply avoid this business. Same thing happened to me as other reviews mentioned, took my money and never filed my taxes. Once I delivered everything, I set up a call to go over, and thats when he told me he was dropping me as a client. Now I'm out of pocket $750 for back taxes I was processing with them, that I now have to figure out on my own. And

I highly recommend Basta+Croop! They have a great team that's able to help with a wide variety of uncommon tax situations. As a digital nomad, I used them for personal tax preparations and it made the whole process super smooth. They're proactive in communication and I love the easy to use TaxDome software.

I had an excellent experience with Basta+Croop doing my very complicated 2024 taxes and making it easy. Also, their work resulted in a tax bill that was over $6000 less than when I had it prepared by my previous CPA. Plus their price is very fair.

I reached out to Neil for help with my 2023 personal taxes and the experience was great! Neil is very responsive and took time to understand my tax questions and did a great job of preparing my tax returns. The overall process was easy and professional, would highly recommend Neil for any accounting needs as I will be using him for 2024 and beyond!

We've worked with Neil for a couple of months now and are incredibly grateful to have him partner with us. His expertise, professionalism, and efficiency are exactly what we needed. He's helped us with our business and personal finances. We look forward to our continued partnership with him!

I?ve used their service the past three years when my wife and I moved between different states and have had multiple jobs and bought/sold homes in the process. Neil has always made sure everything is accounted for and all aspects are taken care of. We moved to a new state we didn?t know all the laws and informed him of what we had heard. He did his research and made sure we had all the exemptions we were supposed to have. He is always prompt with responses and making sure everything is accurate. I have alwa

Neil is a pleasure to work with. He is very responsive, thorough in his work and made our tax process super easy. We are business owner single member LLC filing jointly and had to extend our tax deadline due to missing documentations from partnerships. Neil was very patient through the process and helped us through every step. As soon as I could provide the documents he filed our taxes.

I had a really great experience using Neil for submitting my personal and small business tax returns. He is professional, responsive and completed the work quickly. I felt that his pricing was very fair, and I will definitely be using him for my ongoing accounting needs.

Neil is wonderful to work with. He took time to answer my questions and did a thorough and timely filing of my return. I was very pleasantly surprised by my return, and also have complete trust that everything was completed with professionalism. I couldn't recommend Neil more.

Neil is terrific. We've been a customer for our tax returns in the last 3 years, and each year he has been extremely helpful and responsive while dealing with tax situations that are well beyond my own knowledge, and saving us money in the process. We intend to be repeat customers forever!

Highly unethical owner who doesn?t understand client service, timely responses, meeting IRS deadlines or basic math computations. He?s been reported to the IRS.

This is my second year working with Neil and he does an amazing job! This year I have my return done way ahead of schedule, thanks to his checklist. He works with me through my (many) questions and makes sure I'm taking all the deductions I qualify for. I would definitely recommend him to anyone looking for help with their taxes.

Neil does a thoroughly professional job for me with my federal and state tax returns every year. He communicates clearly and in a timely manner. I am grateful for his good work.

Neil was outstanding to work with, 5 stars all around! We have had the same accountant for several years and we?re slightly apprehensive about switching; but there are no regrets! We recommend him and will certainly be using him again!

I have been using Tax N Book, Inc. for several years now. The services provided are remarkable. Neil is available pretty much 24/7 as he is always an email away. No question is left unanswered and every detail is checked twice. The pace of service is also noteworthy. I would highly recommend Tax N Book, Inc.

Neil and his team are extremely knowledgeable and responsive! As a creative person, it is great to have a team of accountants my company can rely on! I highly recommend Basta + Croop!

I definitely don?t recommend anyone using them for any of their services! I paid over $1,600 for them to take care of some back taxes. Their communication is as terrible and my taxes never got done! This company is a SCAM!

Neil was super quick and straight to the point, yet friendly. I tried doing my taxes myself but chose to go with Neil when I got confused. The amount he charged was very reasonable and much less than the amount I was about to overpay when I tried to do it myself. I would recommend Neil to my friends and will choose him next year.

Glad I found Neil Basta. Unlike others I've worked with, he communicates well and proactively, and takes genuine pleasure and assisting my business to flourish, not merely to run numbers. A pleasure to work with, and his prices are very reasonable.

I use BastaCroop from my small business and they have been incredible to work with. Neil and his team have provided us not only with quality bookkeeping and tax services, they offer insightful and valuable advice on a regular basis as we grow and try to navigate the complex tax implications that come with our successes and failures alike. BastaCroop is a true partner in that process. If you are going back and forth on if your business is too small to hire accountants, let me tell you from experience many y

We have had the pleasure of working with Neil for several years now, and his services never disappoint us. He is available for any question or concern, and leaves us with the peace of mind that our taxes are taken care of correctly.

Neil has done my business and personal taxes for two years now. He's done a great job and I'm glad to have him taking care of this for me. I highly recommend him.

I contacted Basta & Croop after going through two other tax people, who didn't understand our taxes. We have one business that we closed down in California (CA) and have new buisness we started in North Carolina (NC). We had assets tranferred from old business to the new business, and we sold a house in CA then purchased a new house in NC. We were on a time crunch and Neil jumped right in on our taxes, understood everything. A little over a week later Neil had our NC taxes completed, and shortly after h

Edited to provide a response to the firm: your marketing firm should know that providing an email address for business communications does not in turn result in an opt in for marketing. This is against many regulations and in the EU is punishable by massive fines. We have relocated to the EU and as such you are held to their regulatory oversight. Please be informed on what GDPR is and why you?ve had a massive violation of it with us. We?ve not filed complaints but the response from the business provides ze

Excellent experience! Basta + Croop were very professional, expedient and got my taxes done very fast. Its the best and easiest engagement with a tax professional I've ever had. He offered advice and assisted with how to fill out my forms with my employers at no additional cost. The checklist was extremely helpful, easy to use and saved a lot of back and forth.

Neil is the best! Fast, professional, flexible, straight to the point and timelycommunications. Totally worth the money you are paying, and makes life so much easier! Thank you Neil for being there!

My wife and I haven?t used any tax professionals in the past. The check list for us was a little confusing at first, but Neil helped guide us. This was a fast an easy process I would recommend and will be utilizing their services in the future.

Neil and his team are awesome - They were able to clear up all my questions on my first time joint tax return, and handled everything wonderfully from start to finish.

Neil as very professional, efficient,, and quick to meet our needs & deadlines for filing. Excellent service. We will use him again for future services.

The TaxNBook team have been great to work with. We had to let our previous accountant go at the beginning of 2018 which left Neil and his team with unfinished books and un-filed taxes for 2017. Neil and his team were able to pick up where the old accountant left off and get everything up to speed with books and filing all necessary taxes that come with a business. The on boarding process was simple and using Hubdoc has been great for archiving receipts. Our company recommends TaxNBook if you?re looking for

What a breath of fresh air to work with Basta+Croop. Neil is such a professional and courteous advisor. This is our second year using Basta+Croop and we will continue to use them from here on out. Thank you so much for everything.

As an expat with some unusual international circumstances, and after several years of floundering about with other accountancy services while both overseas and in the US, I was gratified to find Neil Basta's efficient, reasonable and helpful services.

Neil is extremely responsive and very knowledgeable! He is detailed and very willing to help answer any questions one might have. Glad we found him!

I could not be happier with their services. They are incredibly competent and patient. They have always answered to all of my questions without even getting tired and they are incredibly good at what they do. My tax situation was a little bit "elaborated" and they handled it perfectly. I highly recommend them to everyone!!!!

I had the opportunity to speak with Neil regarding my business needs for a CPA. 100% Recommended. Very open and honest, I love that!

First time we worked with Neil - very positive experience. Extremely competent and fast tax return service - thank you, Neil!

Working with Neil has been great. Everything has been really easy and quick. Definitely recommend Tax N Book.

Spam 1st / Accounting 2nd. Never did business with them because unlike many accountants they want payment before doing any work! They did get my email address and they continually Spam email even though I sent an email last year take me off your lists! Update to reponse - I don't give full name here, I worked with Mr. Basta. Update your emails to opt out easily WITHOUT having to type in email address, in general just stop sending Spam. I would then be open to updating this post. I want others to see and sh

Very good service. They kept the books simple, easy to understand and customized to the necessity of our business. I definitely recommend Tax N Book.

Great team at Tax N Book. Been using their services for 3 years now. Quick, easy and affordable.

It has been a pleasure to work with Basta+Croop for a few years now! Excellent service, wonderfully responsive, and I know I can trust them!

Neil Basta, has been great to work with. Very professional. efficient and knowledgeable all at a fair price.

Neil got our taxes done quickly, efficiently, affordably, and professionally. We will be using him for years to come!

Very easy to submit documents to Mr. Basta, and very professional service. Conveniently priced as well. Would recommend to friends!

Super fast and easy - definitely the easiest tax prep service/ accountant process I have used!

Great Service, and personalized. Easy to communicate with, and up on technology to make the process of keeping my books in order and my taxes prepped simple.

Neil did a great job - would definitely work with him again!

Excellent service for a great price! I love the convenience of securely uploading all of my docs electronically and communicating via email.

I have worked with Neil for years now. He is one of the best accountants that I have worked with.

I was between states due to pandemic and he helped me in understanding the tax process and I definitely recommend his services

Neil and his team are so efficient and they keep everything so simple. Worth every penny!!!

Awesome experience as a customer. Would recommend to others, very quick to respond and very helpful. 5 stars definitely well deserved.

I love Basta + Croop!!! They are very helpful with the things I needed to take care of this year.

Excellent response and service. Very professional and detailed, I'd highly recommend for all accounting, tax prep and financial services.

A complete pleasure to work with. Very knowledgeable and communicative. Can't recommend them enough!

Excellent service and experience as a first time filer! Thanks so much! Highly recommend!

Very excellent to work with and great people in general! 10/10 recommend

"Excellent service" Look forward to working with Mr. Basta next year.

Basta is awesome! Super efficient and great communication.

Extremely helpful and professional. Thank you, Neil!

This is better for deaf friendly too!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.