*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
1616 Camden Rd
Charlotte, North Carolina 28203
Having a good experience with BGW after our longtime accountant retired in 2024. Working with Ken L at BGW has been nice, he is responsive, knowledgeable and has a good understanding of how to use his resources within BGW. BGW as a company does some unique things, including regular podcasts about macro concepts and other relevant news that impacts their customer base. They are truly Anything But Typical!
Highly Recommend BGW! Working with them has been a pleasure and one of the best decisions made for our firm. When we first started working with BGW, our accounting was in complete disarray, but thanks to their resilient effort, constant support, and great team, they have managed to bring our accounting up to date! Thanks to BGW, our firm can focus on growing and be confident that our finances are in great hands. They have become a crucial partner for our organization, and we look forward to many more years
I?ve had the pleasure of working with BGW for over a year, both for my personal finances and my company, and I couldn?t be more grateful for their support. Whether it?s navigating my personal taxes or making strategic financial decisions for my business, Ken, David and the BGW team have been a tremendous asset. BGW is a great firm of knowledgeable professionals who collaborate seamlessly, ensuring I get the best advice and solutions. Moreover, their attention to detail has saved me a significant amount of
????? BGW has been an outstanding partner for our businesses, providing top-notch tax preparation and strategic consultation services. As the owner of a medium sized business, I rely on their expertise to ensure compliance, maximize efficiencies, and navigate unique financial decisions each year. Their team is not only knowledgeable but also highly responsive and proactive in identifying opportunities that benefit us. Their commitment to excellence and personalized approach truly set them apart. I highly r
My husband and I started working with BGW this past year. The difference between the service we were receiving from our previous CPA and the experience we've had working with the team at BGW is nothing short of remarkable. Ken L has been my sounding board, confidant and magic genie as we try to make sense of the the mess created by our prior tax professional. Their team is knowledgable, kind, responsive and provides extra value at every turn. Our businesses have exploded (and multiplied) over the last few y
I had a fantastic experience working with Andrew Jarrett at BGW on both my personal and small business tax returns. He is incredibly knowledgeable, proactive, and skilled at breaking down complex tax concepts in a way that?s easy to understand. Andrew took the time to get to know me, ensuring a personalized approach while also allowing ample time to gather the necessary information. If you're looking for a tax professional who brings a personal touch to a complex and often stressful process, I highly recomm
BGW has been a great partner. They have been very helpful in preparing not just our personal taxes, but our corporate taxes as well. It has been a great relationship for us the past three years and we would highly recommend them for your accounting needs.
Working with BGW has been an exceptional experience for our company. Their unwavering dedication and personalized approach have truly set them apart. The specific team we work with is fantastic and is truly committed to our success, both personally and with our business. They consistently go above and beyond to deliver outstanding results. We highly value our partnership with BGW and wholeheartedly recommend their services to anyone seeking excellence and professionalism.
We just started working with BGW towards the end of last years. This has been an amazing TEAM to work with. I have never seen a CPA firm care as much as they do about their clients. The whole team jumped in and assisted us in our time of need and hustled to make things happen. I absolutely love working with Ken Laglenne. Anytime I have a question, he is always there to answer my emails no matter how big or small the question is, and always quick to respond. I would highly recommend BGW for all your accounti
I've worked with Matt and his team at BGW for a number of years. First as a partner at our firm, and now (retired) for my personal taxes. He is a trusted resource for all tax questions, advice and preparation. I could not recommend him and his team more highly. Excellent!
I?ve been with BGW now for 3 years now. After having horrible experiences with 3 prior accountants, I've been very pleased with BGW. I now have clear, concise, open and intelligent conversations relating to all accounting and tax planning matters. I have a much better understanding of the company finances and tax laws as well. I greatly appreciate the weekly podcasts as well. I would highly recommend them.
I have thoroughly enjoyed my experience with BGW CPA and would strongly recommend their services to any business owner. Their exceptional organizational skills and professionalism have instilled confidence that my team is well-supported and in capable hands under their guidance.
After years of struggling with tax preparers who simply filled out forms without offering any real strategic advice, finding BGW has helped transform our company for the better. From my first interactions with BGW?s Stephanie Taylor and Chirag Patel, they immediately impressed me with their depth of knowledge and methodical approach to understanding our business?s specific circumstances. Beyond their professional capabilities, they are delightful people who make collaboration a pleasure. What truly sets B
This is our second year with BGW. We have had the privilege of working with Ken. Ken has helped our business grow to the next level and offered us the support we needed to succeed. He has offered insights and recommendations that have encouraged our expansion and secured our financial future. We are very thankful to be partnering with BGW!
I have been using BGW for over a year now for my bookkeeping and personal and corporate taxes. I am very pleased with the hands on approach that I receive from Ken and Barbara. I know that I am in good hands with this firm. I would highly recommend.
We switched accountants for a number of our businesses just a few years back when our past accountant couldn't adjust and keep up with our growth. BGW was recommended to us. It was a tough decision for us havibg had a 20+ year relationship with our past accountant. It's taken a bit to get them up to speed but when they made some internal changes and put Ken Laglenne in charge of our services, it became a game changer. We needed tax planning, not just tax preparation. And Ken has certainly taken on that lea
Consistently organized, thorough and engaged attention throughout the year with prompt attention to issues that arise on the fly, my many-years experience at BGW with Chirag Patel and Blaine Hawkins preceding him, has availed me of superior tax strategies with simultaneous lack of issues with state and federal entities. I enthusiastically endorse these gentlemen and their committed staff as I have entrusted them with 100% of my most critical of financial decisions and will continue to do so, ongoing. - Eva
I have a complex business with a lot of moving parts and my CPA Stephanie Taylor and her team ( Chirag, Bonnie and Paula ) have their finger on the pulse of it all. I sleep well at night knowing that. I compliment Adam Boatsman for these wonderful hires.
So far, they listen, and that's a differentiator. They were happy we had goals and strategy and could help us get there. They proved it from the start by reviewing my previous years returns and found errors that effected my household returns. We are hoping for a great 2025.
BGW has put together an awesome team, that makes me feel my company is in more than good hands. I can trust and know things are being taken care of when tax season gets here.
They actually care! Always a prompt response and they exceed my expectations in trying to assist me in achieving my goals. Ken and Sandy are a great team.
Working with BGW both professionally and personally has been a huge value add for us. Andrew Jarrett is always responsive and great problem solver!
BGW has been a great CPA to work with. Very responsive team and have loved working with them.
PurAqua Products has not only had the pleasure of working with BGW but also considers them partners in our business. They have a comprehensive understanding of our company's financials and give us valuable financial advice. Overall, we have had a great experience and would highly recommend BGW to anyone.
I have been using BGW services for over a year now and am very pleased with their service and professionalism. Highly recommend!
BGW does both my business and personal taxes. They have done them with no last-minute surprises!
BGW has been our accountant and business advisor for more than 5 years. They have continually exceeded our expectations in terms of personal service, responsiveness and providing personal and professional guidance beyond the terms of our relationship. I recommend them wholeheartedly.
Great CPA firm. Adam and his team do a great job throughout the year with proactive ideas. Worked with a few CPA firms in the past that use a reactive approach. I would recommend BGW any time!
I have been a personal and corporate client of BGW for about 10 years. Two years ago my company became an ESOP. We assumed we would need to change accountants, but BGW was willing to step up and do our ESOP accounting, even though they only had a few ESOP clients and there was a lot of differences and things they probably had to learn. I value their advice and guidance in making all major financial decisions.
I have been using Adam Boatsman and BGW CPA for over 10 years as my personal and business accountants. They are the best midsize regional CPA firm in Carolinas and beyond. Adam and his team are honest, knowledgeable, creative and responsive
We had an accounting firm that just did the typical accounting work, entering data and preparing our taxes. Several years ago we moved to BGW, and within the 1st couple of months they found us over $70k in savings! They truly have my interests in mind!
Proffesional and responsive accounting firm. Very knowledgable and effective for our company in all facets of our accounting and tax preperation needs. I highly reccomend them.
We have been very pleased with the work of this firm. Prices are fair, and all persons we have dealt with (Jeff and Connor) have been exceptionally professional and knowledgeable. We highly recommend them to others.
I found Adam to be unfriendly and not very smart. He was not able to answer my questions in a manner that I would find professional. Unfortunately I am stuck with him.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.