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Oak City Accounting

Oak City Accounting

Reviews Summary

The reviews consistently highlight exceptional service, with professionals praised for their expertise, reliability, and efficiency. Clients appreciate the personalized, friendly approach, noting how stress-free and streamlined their accounting processes have become. Many emphasize trust, timely communication, and the ability to simplify complex tasks. The team is described as knowledgeable, patient, and dedicated to exceeding expectations, making them invaluable partners for both personal and business needs.

About This Listing

Bookkeeping
Tax Preparation
Tax Planning
Small Businesses
Healthcare
Professional Services
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
Tax Preparation
Tax Planning
Small Businesses
Healthcare
Professional Services
QuickBooks

Contact Information

Address

9350 Falls of Neuse Rd STE 105

Raleigh, North Carolina 27615

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 have relied on Roper Bookkeeping and now Oak City Accounting for well over a decade! The owners of both companies are my dear friends and they have always held their mission to the highest standards! My personal bookkeeper in the firm, April, is absolutely wonderful! I trust her implicitly, have total confidence in her abilities, and I rest comfortably knowing she has my back! You can't go wrong with Oak City Accounting!

Working with Julie at Roper has been wonderful! She is an incredibly organized and intelligent accountant, has streamlined our monthly accounting process, and is very efficient with her time in helping us invoice, meet payroll, and keep the books each month. As a small business owner, she has mitigated much of the stress of the monthly financial grind!

Maribeth is nothing short of amazing! She has been working with me for over a year and has really lifted all the weight off of my shoulders. She is very passionate about what she does and strives for 100% satisfaction. Not only is she knowledgeable and full of suggestions, but working with her is like working with a dear friend. I will always refer her to anyone in need and continue using her in the future. Thank you for EVERYTHING and ALL you?ve done to help me Maribeth. You?re wonderful!

I have been working with Jess McLamb and I can honestly say dealing with accounting has been a treat with her. She makes me very comfortable when I don't understand something and is quick to find solutions. Getting ready to be in touch to see how she can help again and looking forward to it!

Jess is an excellent facilitator. Her training workshops on QuickBooks, Accounting 101, and Business Development (Writing a One-Page Business Plan) were engaging and informative. The skills I obtained are easily applicable to growing my business and understanding financial fundamentals. Looking forward to registering for upcoming classes!

Everyone is absolutely phenomenal. As a small S-corp, April in particular does an exceptional job managing all our needs.

Our company runs very smoothly thanks to Jess at Roper Bookkeeping. Very professional and always available to answer any questions we may have. Her services are invaluable to us at Network Distributors. Thank you Jess!

Jess, on behalf of our small church I thank you so much for your help in upgrading our Quickbooks software and importing our backed-up data. I am fairly new to Quickbooks, but you were very patient in assisting me and showing me features that will be beneficial going forward. So far the upgrade is working quite well and I know I can call upon you or your staff if I have questions. Thanks so much, Don C. Smith Treasurer White Memorial Presbyterian Church 1459 White Memorial Church Rd. Willow Spring, NC 2759

I was experiencing problems with Quickbooks and was blessed to work with Anny Jacoby who is a master not only with Quickbooks but accounting as well. After talking with her on the phone she was at my house within 2 hours to work on my computer. She was ultimately to able to work through my problems and what a relief to know I have someone to call should I get in a bind again. I won't work with anyone else! Thanks!

I can?t say enough about the service! Jess is very timely, detailed and efficient. She always listens to what your needs are and make solid recommendations or give you a great resource. I would highly recommend them for any service that they offer.

When you look for a professional to cover your bookkeeping needs, look no further than Roper! Jess is an experienced and knowledgeable professional, exactly what a good business owner needs!

Julie Pettengill is a pleasure to work with. 100% trustworthy and reliable!

They simplify my record keeping so getting my taxes done is much easier!

Jess provides professional, knowledgeable and quick service!

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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