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Mark A Stephens CPA PA

Mark A Stephens CPA PA

Reviews Summary

Most reviews are highly positive, praising professionalism, expertise, and reasonable pricing, with many long-term clients expressing strong loyalty. A few negative reviews cite unprofessional behavior, rudeness, and dissatisfaction with service quality or fees. The majority highlight trustworthiness, efficiency, and helpfulness, though some recent complaints suggest occasional service inconsistencies. Overall, satisfaction is high, especially among repeat clients.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Financial Advisory
Small Businesses
Individual Taxpayers
Non-profits
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

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Financial Advisory
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

Contact Information

Address

1536 Union Rd

Gastonia, North Carolina 28054

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

My husband and I have used them for 20 years. We were happy until a couple of years ago. This year was unacceptable. My husband dropped our paperwork work off on 4/13. They said they would have to file an extension. I had him call and ask them not to file the extension if they were going to charge for it, because I can do that online for free. They had already done it. Fine. He picked our return up, and it was almost $400 for a simple return. I called to ask why they charged more for a personal return than

Until today, 02/24/2022, it?s been a great. Today, I phone Crystal Stephens to see if they would call their customers if they (the company) saw any issues with the customer?s paperwork. Since Covid, a lot of folks aren?t seeing folks in person, I can respect that. What I can?t respect is unprofessionalism. She was defensive, which there was no need to be defensive. She wouldn?t hear anything I was trying to convey to her. The phone conversation boiled down to her saying that I should not bring my paperwork

I'd give zero stars if it were an option. I did not deal with Mark Stephens but the receptionist and Crystal Stephens. Both were unprofessional and rude. I never even got and explanation of my return from the tax preparer. I was asked to sign my husbands name on our tax return. I was asked to pay before being given any info about my return. ( had to call and ask to speak with Crystal and she was rude and defensive and didn't seam to care about customer service at all) Do not use this CPA.

Mark has been preparing my taxes and giving me tax advice for three years now. He is an honest, first-rate guy who charges reasonable rates. I give him my highest recommendation.

The absolute best CPA ever! We use them for our business and personal taxes and they are always so helpful, reliable and kind. Been using them for almost 10 years now and would never go anywhere else!

Mark and his crew are the best at what they do in Gastonia. Went through two "bookkeeping" places and then found Mark. Very reasonable prices for business needs, payroll and always prompt answers.

I have been with Mark Stephens CPA for at least 25 years. Very knowledgeable and have had no problems within filling out the taxes. And will continue to seek his guidance and work

Professional and caring. Always willing to explain any questions or concerns. Wouldn't ever even think of going any where else. I usually see Crystal and she is just simply an especially, special person.

Been going to crystal for years now. I trust her and mark completely with my personal as well as my business.l

Been going to Mark for years.They have always been great to me.His whole family have always been nice and courteous.

We have been with Mark for several years. Always have a great experience. Answers all my questions.

Stress free and very quick

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.