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Mark Rivera CPA, PLLC

Mark Rivera CPA, PLLC

Reviews Summary

Mark Rivera receives consistently outstanding reviews for his professionalism, expertise, and reliability in handling taxes, bookkeeping, and financial advice. Clients praise his clear communication, responsiveness, and ability to simplify complex tax matters. Many highlight his personalized service, attention to detail, and dedication to client success, often resolving IRS issues or correcting past errors. His friendly, consultative approach and willingness to answer questions make him a trusted advisor. Highly recommended for both individuals and businesses seeking a knowledgeable, efficient CPA.

About This Listing

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
Startups
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

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
Startups
Individual Taxpayers
QuickBooks
Multi-state Experience

Contact Information

Address

4037 E Independence Blvd Suite 100

Charlotte, North Carolina 28205

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I was fortunate enough to come across Mark Rivera's firm and work with him to service all my businesses bookkeeping and accounting needs. From my initial reach out to his firm till now, and with every interaction between, he has been nothing short of timely, professional and knowledgeable. I'm very thankful I was able to find someone who I could fully trust to handle such important work. I can now focus on things I need to while having the peace of mind that my accounting is being handled in the most profe

Mark was exceptional! He caught several details that I would have otherwise overlooked and provided quick & detailed advice. He was extremely responsive and provided a high quality product at a reasonable cost. We are very thankful to have found a trusted advisor in Mark!

Mark seemed incredibly knowledgeable and was quite personable as well. I found his consultation very helpful and certainly felt like he was on my side. While his prices may be higher than some he seemed eager, competent and motivated to do what's best for the client.

Mark is one of my go-to CPAs when it comes to small business and individual taxes. He's easy to talk to and can explain taxes in simple terms. Highly recommend!

Mark has been managing our financial investments, bookkeeping and taxes for the past several years now. He is honest, dependable and knowledgeable. He is our go to guy for financial advice, questions and tax situations. His knowledge, documentation and accuracy are impeccable. We would not use anyone else and highly recommend Mr. Rivera. We are happy to have found his company. Thank You Mark!

Mark is very knowledgeable, answers your questions to the best of his ability, and his kind demeanor makes it very easy to discuss your business with him. Five stars service!

Mark is great to work with. He?s knowledgeable, friendly and has a wealth of experience. I appreciate his comprehensive and consultative approach to business taxes and finances. If you?re looking for help with taxes or bookkeeping, give him a call!

I have known Mark for over 10 years and he has been helping us with our taxes over the course of his professional career. He does an outstanding job answering all questions and making sure we get the best outcome possible. He is very efficient and great at communicating. He works hard to make sure you are set up for success even outside of tax season. I would highly recommend him to anyone.

Working with Mark Rivera CPA, PLLC has been a fantastic experience. The team is highly skilled and always available to answer any questions I have, no matter how complex. Their in-depth understanding of tax regulations and financial strategies has given me peace of mind, knowing my business is in safe hands. Their personalized approach and dedication to client satisfaction set them apart. I?m truly grateful for their hard work and highly recommend them for anyone looking for a trustworthy and efficient CPA

My husband and I have used Mark for many years for assistance with our taxes. We have had some significant IRS issues in the past to work through that with his knowledge of taxes and experience working with the IRS has helped us resolve our problems. We would highly recommend Mark to anyone.

5? Mark Rivera CPA, PLLC has been a game-changer for my financial and tax needs. The professionalism and expertise that Mark brings are exceptional. He provides clear and detailed explanations, making complex tax matters easy to understand. Whether it?s personal or business tax planning, his guidance has been invaluable. I appreciate the personalized service and the prompt responses to all my inquiries. If you?re looking for a CPA who is knowledgeable, reliable, and truly cares about your financial well-be

Mark has helped me with several of my prior year returns. I can not recommend this guy enough. Exceedingly reliable and always available when i need him! Thank you Mark!

Mark is AMAZING! He made filing with him so easy. He was super informative and made himself available to every random question I had. Thank you, Mark!

He is a fantastic CPA , very efficient and professional. He has helped me with my taxes many times I would recommend him HIGHLY.

Very professional and expedient. Mark found an error in my taxes made filing with TurboTax in 2022 and was able to get me a reimbursement. A much better experience than trying to figure everything out myself

needed some tax done. Mark was very helpful and patient with me!

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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