*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
9355 Founders St c
Fort Mill, South Carolina 29708
I love this place! Allison, the office manager, is absolutely amazing. Her positive, helpful attitude means so much. It really makes this business stand out.
They deserve way more than 5 stars! Allison and Matthew are absolutely fantastic. Allison guides you through each step of the process of filing taxes, and Matthew is thorough and precise when preparing! They respond so quickly, they are kind and compassionate, and they go the extra mile every single time that I?ve worked with them. I would not trust anyone more, and I wish they offered more than tax and small business support because I?d frequent their business for anything they offered! Cannot say more ama
This is the first year we used Newton CPA, PLLC. We have been more than pleased with their work. I worked with Randy on a tax matter and he was very knowledgeable and assisted me in rectifying the situation. My wife and I worked with Matthew who met with us to discuss the tax preparation process. He was very responsive to all our questions and prepared our taxes in a very reasonable time frame. Natalie is a pleasure to work and kept us on track with all the important details along the way. I highly re
Prior to tax year 2021 we managed to navigate Turbo Tax sufficiently to file our returns. For tax year 2021 we decided to use NewtonCPA, PLLC and it was a great experience. The communication process was outstanding - prompt, courteous and professional. Our tax documents were simply scanned and uploaded via a secure portal on their website. So much easier than having piles of documents at home which are slippery to put your hands on at times. Signatures and payments were also handled electronically so conven
Jesse has been a pleasure to work with. He's my third cpa in 4 years in business and by far, has provided the best service. Very professional and on top of things so that I don't miss anything. Hope you guys know that it is greatly appreciated.
I moved to the area almost four years ago. I was leaving my current CPA and hesitant about finding a new one, local. Almost like the "finding a new doctor" feeling. This is your private information and you want someone you can trust 100%. Newton CPA is exactly that. From my first interaction with Natalie, Matthew and staff, they're awesome. They make you feel like family and family is important! P.S. I have to represent my Braves Matt!
My husband & I moved to the area 18 months ago. We used Newton CPA for our tax returns as we had multiple states that needed to be filed & feel more comfortable having them professionally prepared. We couldn?t be happier with the services from Newton CPA! Communication was prompt & professional, our returns were completed earlier than originally estimated, & we received the largest return to date! We?ll definitely be returning to Newton CPA next year!
I was introduced the the firm by a friend. As I am sure many people face, I was very skeptical with having a new person handle such a private portion of our life. But from day 1, the entire team at the firm has been nothing but great to deal with, they are very responsive, very knowledgeable, and treat you like family. I am very happy with them and will recommend them to anyone that needs financial services.
We have been using NewtonCPA for our taxes for many years now, and could not speak more highly of them! I feel completely at ease knowing that our taxes by handled by them and that I know that they are done RIGHT. Randy and his team are very thorough in their approach. They are always available throughout the year to answer any tax question or situation. This past year, we had a surprise state tax audit, and Randy handled it extremely well. Of course, our taxes were done right to begin with, so we were abl
I have worked with Randy Newton as a CPA and have referred clients to his agency for the past 10 ten years. He really knows what he is doing, and I trust him completely with my tax preperation. If you are looking for a Certified Public Accountant look no further. He is the one you should choose to do all of your taxes for your personal or business filings.
Matthew is fantastic!! Always answers any questions I have and is thorough. The team here is unmatched with communication and always so prompt! Been here for 4 years now, and won?t go anywhere else!
Randy has been our CPA approx 14 years! I would highly recommend his service. An amazing CPA and extremely friendly person.
Everyone here is so incredibly kind, knowledgeable, and quick! I highly recommend them, and will continue to do business with them. Well worth the money, Matthew walked me through everything and knew what he was talking about
Matthew was VERY knowledgeable and was able to help us get sorted out in a quick, single sitting. We appreciate that they are personable, resourceful, and trustworthy.
Extremely knowledgeable and friendly staff. They communicate promptly and answer in great detail any questions I have. I've been using their services for a couple of years and will for many more. Highly recommended.
Excellent service!!! I was in and out in no time. Very nice and welcoming office staff. They are extremely proficient and prompt in returning your calls and emails. I will return next year for sure.
Would highly recommend Newton CPA! Great staff, welcoming environment and excellent service!
Top Notch Service! Honest and helpful.
Professional, thorough explanations, on time with paperwork and priced competitively.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.