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BNA CPAs & Advisors

BNA CPAs & Advisors

Reviews Summary

The majority of reviews are extremely positive (5-star), praising the firm's expertise, trustworthiness, and exceptional customer service. Clients highlight quick responses, digital efficiency, and valuable tax/financial advice. Many appreciate the personalized attention despite the firm's size. However, a few negative reviews (1-star) cite poor communication, unreturned calls/emails, and perceived neglect of lower-income clients. The overall sentiment leans strongly toward satisfaction, with repeated mentions of long-term trust and professionalism. Criticisms focus on responsiveness rather than competence.

About This Listing

Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Non-profits
Real Estate
Healthcare
Professional Services
Technology
Xero
Gusto
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

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

Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Non-profits
Real Estate
Healthcare
Professional Services
Technology
Xero
Gusto
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

Contact Information

Address

596 Herrons Ferry Road 5th Floor

Rock Hill, South Carolina 29730

Visit Website Call Now Get Directions

Hours

Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

It was really tough when our old CPA moved away and stopped helping us. Finding someone we could trust again wasn?t easy. But BNA has been a game changer! They?re not the cheapest, but their knowledge is unmatched. They?ve made everything so much easier and saved us a ton of time. They are professional, easy to talk to, and have a simple process. Big thanks to the owners for setting everything up so well! Their software makes things super easy. Even though we live just 10 minutes away, we did everything o

I've used BNA for many years, for multiple different businesses. Always had good support and advice from Jeannette, Bernie and Jason who I've dealt with.

I found BNA CPA from the Gusto partner network. They were my first call and after the first conversation they were the only accounting firm we called. Working with the BNA CPA team has been and continues to be a breath of fresh air. Filings and processes are all digital (no more reams of paper and slow turnaround times), customer service is exceptional, response times are quick, and they've made sound recommendations on structure and strategy. I've never met the BNA CPA team in person, all of our dealin

I cannot say enough good things about the Ackerman brothers. Jason, CPA, is so knowledgeable about tax regulations. He has filed our taxes for years in North Carolina, South Carolina and federally. He is patient, always answers our emails or texts quickly and is thoroughly professional and efficient. Adam is our financial planner and gives us the expertise and attention that we need to feel comfortable, even amidst the chaos of this COVID crisis. We worked with other people before we found Adam but were ne

Bernie was recommended to me by a local attorney. Bernie and his team have supported me through several complex and difficult personal and business tax situations. Despite having many larger customers, he?s always taken the time to help me when needed. He?s also been very reasonable from a cost standpoint. I?d highly recommend Bernie and his firm for your personal and or business needs.

Bernie, Jason and the many professionals and staffmembers at BNA are my long-standing choice for both my corporate and personal tax preparation and advisory services. They are astute, they work hard and they operate with an extremely high level of integrity. I trust them completely.

I am bad when it comes to finances. This has gotten me into significant trouble, in the past. When I started my own business I knew that I would need help in this area. A mentor of min recommended BNA. I wouldn't be in business without these guys expertise. They give me the best advice. They make my life very easy. They should charge me much more than they do!

I contacted Mr. Ackerman's office to seek financial advise on behalf of my mother. He was recommended by a financial advisor at our bank. After going through the proper protocol (an online request) I received no call back from his office. After two weeks of waiting to hear from them, I called to only get an answering machine. Still no call back. Am extremely disappointed in their lack of professionalism and timeliness.

I am a third-generation BNA client. I have worked with a couple of their accounts and everyone has made themselves available at a moments notice to help with any problem I have. They do my personal and business taxes and I and every interaction with them feeling more confident about my decisions.

If you make less than 6 figures a year, prepare yourself to be ignored. Your emails won't be returned, even when they give you an estimated date of getting back to you...you MIGHT get something 2-3 weeks after that. I'm sorry, but if I'm going to pay you for a service, I expect to be treated with the same respect as Joe Millionaire.

Best accounting and finacial services in NC or SC. Thank you for everything you do for my family. Both my wife and I are teachers. We have always been treated very nicely by all employees AND the owner.

I LOVE THESE CPAS. I have worked with SOOOOOOOO many over the course of our business and this is the first firm that I feel like I can truly trust. THANK YOU BNA!!!!!!!!

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.

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