CARLINI CPA, PLLC

CARLINI CPA, PLLC

Reviews Summary

The overwhelming majority of reviews praise the firm's exceptional professionalism, expertise, and personalized service. Customers highlight thorough tax solutions, prompt responses, and staff going above and beyond to resolve complex issues. Many appreciate the friendly, patient approach and long-term reliability, with several calling them their "accountants for life." The rare negative review mentions a missed appointment, but this contrasts sharply with widespread satisfaction regarding communication, knowledge, and care for both personal and business needs.

About This Listing

Bookkeeping
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance
Internal Controls

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
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance
Internal Controls

Contact Information

Address

Creft Cir

Indian Trail, North Carolina 28079

Hours

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

Customer Reviews

The Carlinis have done my taxes for the past 7 years and have done an awesome job! Communication is always on point and they are very thorough to make sure that I'm getting all of the deductions that I should be getting. They are fast and friendly and I highly recommend.

Jeff, Christina and the entire staff of Carlini CPA are outstanding. We have been clients for many years and will continue to be for many many more. They are knowledgeable, professional and always so willing to assist us with any questions or needs we have. They are absolutely the best in the business! Thank you all so much for all you do for us and our small business.

We have been with Carlini CPA for years and plan on staying for many more! I recommend them to anyone looking for a CPA, for both business & personal. The knowledge, helpfulness, and kindness in this office is unmatched!

I am writing this review in response to the absolute outstanding service I have received throughout the last 11 years while working with Christine, Jeff, and the entire staff at Carlini CPA, PLLC. Being self employed, regardless of being on a smaller business scale, the Carlini's have time and time again gone above and beyond to help me with various needs. The follow up they provide is something to strive for as a business owner. If anyone reading this is doing so in search of a rock solid, friendly, pers

I've had a great experience with Jeff and his team. Not only have they provided many recommendations to help cut my tax bill, but I also receive periodic e-letters about current tax updates and legislation that will affect my bottom line. Very thorough, very prompt to reply, and a great benefit to both my personal and business situation. Highly recommend !

Carlini CPA is the best CPA firm I:ve found in my twenty years as a female business owner. I am always treated with respect and kindness. I heavily rely on Jeff Carlini's competence and problem solving are when making payroll changes, assisting with good tax planning decisions and even relocating my business to another state. They answer the phone! When I speak with Jeff I always feel he has all the time in the world for my needs, eve during his busy tax season. It's fabulous having professional support wi

We cant be more pleased with what Carlini CPA has done for our company. They have set us up on a payroll system that is great to work with and extremely easy to use. Our previous accountant was not a certified CPA and did not take the time like Jeff and Christine do to explain everything or to be a phone call away. We are very blessed and happy to have found our accountants for life!!

I love Christine! She helped me iron out some really complex tax issues (complex for me anyway - simple for her!). I am so much lower in stress than trying to do it myself. She really went above and beyond as well. We had to come to her office on a Saturday with my 3 kids. She got the kids settled with netflix and coloring books. We found her through Dave Ramsey and she even gives all her Dave Ramsey referrals a little DR related gift! I am so happy that she really went above and beyond, I would definitely

Carlini CPA is FANTASTIC! For the past several years, they have gone above and beyond for me, my small business, and my family! Not only would I recommend them to family and friends but I have recommended them to family and friends. They are great people with ample knowledge to get the job done right! I cant recommend them enough!

Fantastic, helpful, courteous, professional and friendly. Not to mention they know their stuff when it comes to helping out small business owners. If you need a CPA, look no further. Extremely happy to have them in my corner. A big thank you to Jeff, Christine and all the staff at Carlini CPA. -Daniel D

WOW. I worked for major corporations and have been self-employed for 22 years. Carlini, CPA's are the most professional and caring of any business I've dealt with. You get the attention of a local CPA firm with the expertise and professionalism of a major accounting firm. Christine, Jeff, Sara and the rest of the staff are, "Rock Stars". Originally referred by radio and television host, Dave Ramsey. They resolved all my accounting problems. I'm a client for life............

The Carlini Team was most helpful and receptive to our tax reporting needs. My wife and I are both ordained clergy and that profession brings both opportunities and unique challenges. Carlini CPA worked with and not against the myriad of nuances that are not easy to untie when I worked part of the year out of state.

Jeff, Christine and their wonderful staff have been an integral part of our business. They allow me to focus on running my business instead of worrying about payroll and taxes and the IRS. My company has been using them for almost 3 years and we won't be going anywhere else. Thanks so much guys!

I see others had good experience. This my first time using this firm. Blew off an appt I had when I took time off from work to show up. I didn?t get good assurance of professionalism given this is my first impression and first time using them. For the rate I am paying or such a simple tax return, I?ll just spend an hour using turbo tax next year.

Jeff Carlini and his team informed me today that IRS has admitted that they made a mistake! What does it mean ? Carlini CPA has your back ? Simply amazing! And Thank you is not sufficient enough!

Jennifer went above and beyond to help me understand my business. Not only did she show me easier ways to tackle objectives, but she was kind and patient as she helped me navigate Quickbooks.

Christine couldn?t have done a better job of being professional and yet so sweet, kind, and understanding. Definitely work with these guys, I highly respect and recommend them!

Jeff helped me out so much !! This is My first time starting a business and with his help I feel so much more confident and building my new massage practice

Jeff and Christine are a pleasure to work with. They are quick to respond, very knowledgeable, and provided us with friendly and high quality service. I highly recommend them!

I had a complex tax issue to resolve. Jeff walked me through determining the correct answer. Through the entire process, their service and interactions were superb!

They were knowledgeable, thorough, responded quickly to questions and concerns and did it all quickly and at a fair price. What's not to like?

I was so impressed with the knowledge and friendly service! Saved me time and money! Highly recommend this local business!

Jeff and his team are outstanding! Fast and knowledgeable!

Thank you to Jeff, Christine and staff for outstanding service!

Great service and straight to the point.

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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