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Daniel Ratliff & Co

Daniel Ratliff & Co

Reviews Summary

The consensus is overwhelmingly positive, with all reviewers giving perfect ratings. The accounting firm is praised for its exceptional professionalism, deep expertise, and proactive approach to tax and financial management. Clients highlight the team's passion for helping businesses and individuals, noting their comprehensive, client-centered service. Many emphasize the firm's ability to simplify complex financials and provide year-round support, not just during tax season. Small to medium-sized businesses particularly benefit from their strategic advice. The firm is consistently described as the best in its field, with strong recommendations across all reviews.

About This Listing

Accounting
Audit
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
QuickBooks

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

Accounting
Audit
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
QuickBooks

Contact Information

Address

3800 Arco Corporate Dr #500

Charlotte, North Carolina 28273

Visit Website Call Now Get Directions

Hours

Monday 8:30AM-5:30PM
Tuesday 8:30AM-5:30PM
Wednesday 8:30AM-5:30PM
Thursday 8:30AM-5:30PM
Friday 8:30AM-5:30PM
Saturday Closed
Sunday Closed

Customer Reviews

Brian Huber and his team at Daniel Ratliff & Company really know how to prepare business financials and tax returns that are easy for a commercial banker, like myself, to read. I have been in banking and finance for 30 years and have never reviewed more comprehensive and professional looking corporate tax returns and financial statements. I would highly recommend Brian and his team for all of your accounting needs. Scott Jones, First Bank July 27, 2019

I've known Brian Huber and his team at Daniel Ratliff & Co. as a referral partner for close to 10 years. They work with many of my business clients and always take a very proactive approach to accounting and tax management, giving professional advice throughout the year not just during tax time. I highly recommend the firm for small to medium-sized businesses.

Most people think of their CPA at the beginning of the year for tax preparation but Brian Huber and his team at Daniel, Ratliff & Company do so much more than standard accounting services. Daniel, Ratliff & Company offer tax, auditing and business development strategies. One visit to their office and you understand what they bring to the table. I only recommend Brian to my family and friends.

I recently used Daniel Ratliff & Co. for help with some personal accounting problems. Brian Huber was outstanding. Needless to say I would recommend Brian and his company to anyone or any business who needs an accountant.

I have never seen a person and business so passionate about taxes & helping people. They are highly educated and take a full comprehensive approach to educating not only the business owner but also the employees. Hands down the best accounting firm in Charlotte. I highly recommend Brian Huber and Daniel, Ratliff & Co.

I highly highly recommend Brian Huber and his team. They are hands down the best accounting firm I?ve worked with! Incredibly knowledgeable and passionate about helping you get the most out of your tax return.

I've known Brian Huber specifically to be the consummate professional. This firm goes way above and beyond for all their clients, small or large. Highly recommend!

Brian and the team at Daniel Ratliff and Co have been nothing short of amazing in their work. They are client centered and superbly knowledgeable in their field

Not only does this company show extreme professionalism but their leadership when it comes to helping you is outstanding.

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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