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Jack McCole, CPA

Jack McCole, CPA

Reviews Summary

Most reviews are highly positive, praising the accountants for their expertise, responsiveness, and personalized service, with many recommending them for tax and small business needs. Several highlight long-term satisfaction, prompt refunds, and clear communication. However, a few negative reviews cite poor follow-through, delays, and errors, with complaints about unresponsiveness and unmet promises. Overall, the majority express strong satisfaction, though experiences vary.

About This Listing

Audit
Tax Preparation
Tax Planning
IRS Representation

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

Audit
Tax Preparation
Tax Planning
IRS Representation

Contact Information

Address

8000 Corporate Center Dr #205

Charlotte, North Carolina 28226

Visit Website Call Now Get Directions

Hours

Monday 10AM-5PM
Tuesday 10AM-5PM
Wednesday 10AM-5PM
Thursday 10AM-5PM
Friday 10AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Update, Pete is trying to hem haw his firms lack of responsibility to this client. Pitiful service. I have one year's email to prove and paying another CPA to resolve. Still haven't received our 2023 tax refund of thousands of dollars. Pete has been no help at all or doubt he even tries to resolve it. You get what you pay for. Lower rates , lower service... Just found out buy our new CPA that this firm totally messed up our 2023 tax return buy ignoring important tax papers which in turn made the IRS put

I had my taxes done by Pete McCole and I am truly grateful for all the work he put in on getting all the information from my estate in New York. I would definitely recommend him to everyone.

I have been going to Pete McCole for the past 10 years. The experience has always been positive and pleasant. I truly recommend him.

Jack is an excellent small business CPA, very knowledgeable and dependable, and anyone with a real estate business or real estate portfolio, Jack is the right CPA for you. Stan/CEO Wilkinson Property Management.

We have been using Jack for years. We LOVE the fact that you actually get to sit with your accountant and ask important questions as you do your return. He processed our claim at the conclusion of our appointment and we had our refund in our bank account in 10 days. Jack is very knowledgeable and easy to work with. Very fair pricing!

Jack took a complicated tax return that used 4 different states of income, and not only completed it while we sat there, but told us what we had to do to minimize our taxes for the next year. I have so much confidence in him and he's always there when we have a question. I would recommend him without reservation.

I have been with Jack as both my personal and Corporate CPA for 12 years. He calls back promptly and even comes to my office to help with my Quickbook skills as a service. Great Guy, Great CPA

I got a referral. I had to constantly call and follow up to get my taxes started and keep moving. He said he would do my back taxes then totally forgot till I reminded him. He said he had 4000 clients and won't be able to call till May. He never called. I called again. He goes on vacation. Yes Really? I would give zero stars but I am giving a warning you will taking your chances with this guy. He sent my back taxes undone. This is my experience. Do you want to experience this also?

One of the BEST CPA's you ever want to manage your tax return and keep you informed and work in your best interests.

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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