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Brumley Robinson & Associates CPAs PLLC

Brumley Robinson & Associates CPAs PLLC

Reviews Summary

The reviews overwhelmingly praise the firm for exceptional service, professionalism, and expertise in tax and accounting matters. Many highlight long-term satisfaction, with clients noting quick turnaround, accuracy, and personalized attention. Staff are described as knowledgeable, courteous, and responsive, often going above and beyond. Some mention specific strengths like clergy taxes, estate planning, or business accounting. A few critiques note a decline in personal touch during leadership transitions, but most emphasize trustworthiness and holistic financial guidance. Highly recommended for both personal and business needs.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Multi-state Experience

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

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Multi-state Experience

Contact Information

Address

14702 Statesville Rd

Huntersville, North Carolina 28078

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

When this firm was owned/operated by David Robinson, it was incredibly personable. David and his staff knew their clients. When David retired and the transition began for the new team to take over, this personal touch fell by the wayside. Thankfully, we still had Phil (a long-time employee of David's), so we stayed. Unfortunately, when Phil retired, we became just a number in a long list of clients rather than people who had been loyal clients for almost two decades. When we received our initial contact thi

Exceptional service for business clients. Very knowledgeable. Friendly. Expedient with their service. Professionals at their best. I have been a client with Scott for 6-7 years now and do not plan to change anytime because I am always respected as a client and they try to extend ways to help us be more knowledgeable as well ???? LD

JoAnn is the best. She has been helping me with my taxes every year and has been for the last 3 years. She goes above and beyond to make sure everything is correct and is extremely responsive and knowledgeable. Brumley Robinson is very experienced, flexible and affordable. Highly recommend their professional services!

I've been a happy client of the firm for ten years. They've handled all of my tax-related issues from opening and closing a small business which was lost in the recession to a myriad of personal tax questions and filings. The quality of their timely and friendly customer service is only outmatched by the accuracy of their work. I can't say enough about Brumley Robinson.

This CPA did my business taxes and my personal taxes and by far are the most proficient and efficient I have found during my 38 years years involving tax returns. You will never find a more up to date, customer oriented and exceeds his client's expectations by far, in his up to date tax knowledge. His staff is the most pleasant I have ever encountered. They always make sure to have a check list of all needed according to the most recent IRS tax breaks, credits, etc. which results in the most accurate tax re

Went into see Dustin Smith 1pm yesterday to do my taxes. He called me at 5pm to tell me they were done and the package was all ready this morning! This was my first time filing taxes and they made it super easy and fast. Definitely would recommend.

We have worked with Scott this year as we are starting a business. He has been both helpful and patient as we set out on this venture. He knows his stuff for sure and has given us the best chance to succeed from an accounting and business decision standpoint. LuxuryAutoCo, Cornelius, NC

David has been the accountant for my family for years and more recently the accountant for me as executor and trustee. He has been amazing. I believe that he is directly responsible for recovering thousands in taxes, incurred due to the errors of other accountants. He is a wizard with clergy taxes in addition to estate and trust accounting.

I'm a business owner living in California and I worked with Joann to help with a North Carolina tax question. She was polite, professional, prompt in her follow up, and was able to fully answer my question. I would highly recommend!

Mr. Brumley was extremely courteous, knowledgeable and professional. He offered great tax advice regarding business ownership. He was not pushy nor did he try and sell me on anything.

I have used Scott Brumley's services since 2000, with he and his staff preparing my tax returns and have always had incredible service and quick turn around! -- Jason Klugh, Charlotte, NC

Solid, Dependable, Trustworthy, Wise You won't do better than Dave Robinson and his team for a holistic approach to accounting and tax.

They've been doing our taxes for over 15yrs. Exceptional service and just plain good people! RoynJanet Young.

Scott and his staff are excellent.

Helpful, professional, efficient and wonderful to work with

Doesn't know entertainment accounting

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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