Ragi Riad, CPA

Ragi Riad, CPA

Reviews Summary

Consensus: Ragi Riad is highly praised as a professional, knowledgeable, and responsive CPA. Clients appreciate his expertise, honesty, and clear communication. He excels in tax filing, small business accounting, and resolving complex financial issues. Many highlight his dedication, thoroughness, and ability to simplify complicated processes. His timely responses, personalized attention, and commitment to client satisfaction make him a trusted and recommended choice for both personal and business tax needs. Long-term clients particularly value his reliability and integrity.

About This Listing

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.*

Contact Information

Address

13777 Ballantyne Corporate Pl Suite 210

Charlotte, North Carolina 28277

Hours

Monday 8:30AM-5:30PM
Tuesday 8:30AM-5:30PM
Wednesday 8:30AM-5:30PM
Thursday 8:30AM-5:30PM
Friday 8:30AM-5:30PM
Saturday Closed
Sunday Closed

Customer Reviews

Had the great pleasure of working with Ragi Riad at his CPA firm. Can?t say enough good things about him! He is extremely professional and keeps up to date on current tax laws for business and individual tax returns. He also maintains excellent communication with his clients, being very responsive to all questions and mindful of their busy schedules. Ragi excels in giving sound financial and tax advice to business owners and real estate investors. Moreover, he has a big heart and goes above and beyond in

We started working with Ragi in the 2024 tax season. He is knowledgeable, communicative, and detail-oriented. He provided us with helpful insights on ways to reduce taxable income and identify deductions. His fees are not the cheapest out there, but we are comfortable paying more for his expertise and accuracy. I would highly recommend Ragi to anyone looking for a new accountant.

We have had the pleasure of working with Ragi and his team for a couple of years now and their expertise has been invaluable to our business. From the start, they exceeded our expectations with their professionalism, in-depth knowledge, and exceptional communication. Their attention to detail and commitment to making your business thrive have made all the difference. We cannot recommend Ragi enough!

We have been thrilled to get to work with Ragi and his team. They've done an excellent job communicating and navigating with us through our tax preparation and planning so far. I used to get stressed with tax season but after working with this company I know we are in good hands.

I've worked with Ragi and his team in the past and returned this year after needing a trusted professional to help me navigate a more complex financial year with several different forms. Ragi and his team were incredibly helpful, professional and kind as they worked with us. Felt like working with a family-owned business in how they communicated with us. Couldn't recommend him and his office more.

I recently had the pleasure of working with Ragi Riad, a CPA who truly exceeded my expectations by offering exceptional service. He worked long, hard hours to serve my tax needs, going above and beyond in his services, making the entire process stress-free and seamless. Thanks to his expertise and dedication, we were able to meet the tax deadline with complete confidence and full compliance. His strategy gives me confidence to scale my business to higher levels. I highly recommend his service to anyone in n

We've been working with Ragi for about 7 years now. He's not just a great CPA but a great person! Our returns don't get any easier as our company grows, but Ragi is a true pro. We are now in multiple states but he doesn't miss a beat. His tax planning strategies have saved us a ton! He's always on top of any changes in the tax code and provides us with all the resources we need to make the best financial decisions. The software he provides us keeps everything organized and is very simple to use. We are well

I am incredibly pleased with the exceptional service provided by our CPA Ragi Riad. His attentiveness to our business needs and financial condition has been nothing short of remarkable. From the very beginning, he took the time to understand our unique challenges and goals, offering tailored advice that has significantly impacted our financial health. His expertise in tax planning and compliance has not only saved us money but has also given us peace of mind during the stressful tax season. He is always av

I have been a highly satisfied client of Mr Riad's for at least 8 years. He is professional, responsive, and very well organized to meet both our business and personal tax and accounting needs. I would highly recommend his services.

I found Ragi Riad through Thumbtack. Ragi was a life saver in helping us finish up our 2016 personal and business tax returns due to our previous accountant falling ill. Seven years later, I?m so happy that he is till my accountant for my family business. My niece also uses Ragi as her accountant for her business. It?s with full faith that I recommend Ragi Riad?s accounting services and expertise for anyone reading this. As usual Ragi continues to be a true professional in his work ethics. He has never l

If you are looking for an expert to help manage company finances / taxes in a streamlined manner, Ragi is the person to go. I respect the knowledge , strategies and discipline he brings to the table. Will definitely continue to work with him in the long term to support the growth of our business in a structured manner.

Ragi did a great job consulting with us for tax planning purposes and quickly preparing our returns. He immediately made immense financial impact with his guidance, and I was so surprised how a few simple changes would make such a difference. Our personal + business taxes were prepared quickly and through an efficient system.

We have been partnering with Riad CPA for several years, primarily for their expertise in real estate accounting. Ragi deep understanding of the complexities within the real estate sector has proven invaluable to our business, and I am eager to share my experience. Working with Ragi has been exceptional. He is highly professional and brings expertise in real estate accounting, tax planning, and financial analysis to the table. His guidance in property transactions and tax strategies has played a pivotal rol

Ragi was great to work with and truly went above and beyond in helping us with our tax return. He is extremely diligent, detail oriented and thoughtful and would highly recommend anyone who needs tax services to give him a call.

Ragi has been great to work with . He does the taxes for all of businesses as well as our personal taxes. Honest, responsive and extremely professional. I especially appreciate how he's worked with our book keeper. This past year was extremely challenging for us but Ragi worked with us and made sure all of our taxes were filed on time. If you're looking for a CPA, we highly recommend his firm.

Working with Ragi has been such a pleasure. He truly takes the time to understand my small business and has helped me immensely to find book keeping resources and file annual taxes. I'm so glad to have him on my business team! He's extremely timely and responsive, and he makes a complicated process quite simple. He's a pleasure to work with-- we will definitely be using Ragi Riad CPA for business tax advice and filings in the future! Highly recommend!

Ragi was an amazing help to my tax needs this year. His knowledge about all areas of business and taxes really helped me understand what routes to take. Most importantly, he was always available to answer any questions in a timely manner. You can really see how much he cares to help.

Ragi Riad is very kind person, and very professional in his area. After our first visit, he understood the details and missing points of our business in a very short time frame, and responded very quickly. I am very happy to work with him both for my business and my individual taxes. I strongly recommend for you and your companies future.

Cannot recommend Ragi enough! He was incredibly helpful during an uncertain time in our life as we had moved states, were first time landlords and experienced flooding in our home causing us to work with our homeowners insurance. Ragi assisted us in navigating our taxes properly through this time with complete professionalism and patience. We came out of the experience more educated and have continued to work with Ragi every year since.

Ragi has been a tremendous help in educating us on taxes and helping us file our returns for our companies. He took his time and answered all questions we had. We have used his services in personal and business matters. He is an excellent CPA.

I highly recommend Ragi Riad to assist you with your taxes. I'm a first year business owner and needed a lot of help since I was unfamiliar with self-employed tax practices. He did a great job at guiding me through the process, answering my questions, and helping me save money!

My Wife and I moved to the Charlotte area about 3 years ago and kept using our previous CPA. We were paying a large amount of State Taxes and I started to question my previous CPA's work. I called Ragi and he immediately helped us with reviewing our previous years tax returns, finding errors that had cost us thousands of dollars. Ragi has been great to work with. He is very communicative, honest and easy to work with. We feel blessed to have found him.

Ragi is very professional and honest. He is always making all the needed efforts to prepare my tax returns, very accurate and never missed the due date despite all the workload he has. I never received any remarks from the IRS. He is very knowledgeable and ethical. I am really pleased with working with Ragi. I feel I am in good hands.

Ragi was very helpful and professional during our brief meeting. He was able to calculate an estimate of my personal tax return that gave me substantial peace of mind going into my following H&R Block appointment.

Ragi Riad has been our accountant for the past 3 years. He has been doing a wonderful job in filing our taxes. Ragi is very professional and goes out of his way to help us with any questions we have. He is very committed in providing good quality and above and beyond customer care. Ragi is very committed and caring professional. We are super thankful to have found an honest, caring and gifted CPA accountant. I highly recommended Ragui to anyone looking for a CPA accountant who is one call away and has

Ragi has been handling all my accounting and tax filings for about 4 years now. Ragi used to serve my corporate in California, and still does all the way from NC. Ragi works with my schedule and is understanding when I struggle to meet his deadlines with my busy schedule when providing what he needs. I appreciate you Ragi!

Ragi Riad helped me sort out my tax refund quickly and took the time to make the phone calls to the right people. I appreciated the work he did for me.

We've used Ragi Riad for several years to complete our complicated tax returns for several states. He has been professional, prompt, quickly responds to our questions. We have been very pleased with the service from Ragi and will continue to use him.

I?ve worked with Ragi Riad, CPA for my business tax needs for the last three years. It?s been an absolute please working with Ragi Riad, CPA each year, continues to exceed my expectations. Very professional, knowledgeable, responsive, great communication, and always available. Would highly recommend and look forward working with him as my business grows.

I've used Ragi Riad, CPA for the past two years of tax filing. I find him to always be quick to respond to any questions I have. He also poses questions for me to make sure I'm getting the maximum tax benefit. His level of professionalism is outstanding. I love the SmartValue software that he uses to store my tax files. Ragi is personable and easy to talk to. I highly recommend Ragi.

Richard Palmer Verified 17 May 2021 Tax Preparation I give Ragi 5 stars because he is quick efficient and very thorough in his work. He also listens and tries to understand everything ahead of time in order to do his good work. He is straight forward with everything and again he is very efficient! Truly genuine to work with and completely trustworthy to take care of your needs.

We have been pleased to use Ragi Riad CPA for the past two years. He has helped us through some very complicated tax years and made it an very pleasant process. Not only was he very responsive but very thorough, and straightforward. Being a busy person myself, he made it a very simple and stress free process. We will be putting our taxes in his hands for years to come.

I reached out to Ragi for my taxes as 2020 made them more complicated than I am used to and this rendered me unable to self-service using one of the many platforms available. When I reached out I had prepared myself mentally to be confused, have to put in more effort than usual, and engage in an endless back-and-forth of documentation and messages. NOTHING could have been further from the truth. Working with Ragi was an amazingly pleasant, easy, and quick process. He was tremendously informative while av

I have a great experience working with Mr. Ragi Riad over the past 18 months, both with the initial setup of my new S-Corporation, and with the filing of my first corporate tax returns. Mr. Riad has been timely in his responses to questions a new S-Corp owner might have, and very helpful with his suggestions on how best to approach payroll and tax reporting. His office?s system for gathering and preparing corporate taxes was both efficient and convenient, making for an easier process to have my corporate

Ragi has been a great resource to discuss tax strategy and planning. He is fantastic at guiding you to the appropriate strategy based on your business needs and opportunities.

Another year in the books with Ragi helping me file my taxes. Again his customer service and follow up are top tier and I will continue to trust him with my finances for years to come. Thank you again Ragi for your amazing service and continued integrity.

We have been in search of a good CPA for our growing masonry business for a couple of years now. We have worked with some accountants and have spoken with a few CPA?s but no one really seemed like a good fit and mainly due to lack of our industries knowledge and waiting days to receive replies to emails with questions. Ragi from the first initial conversation regarding what services we were seeking was very responsive and helpful as well as knowledgeable. His customer service and response time was a huge f

Ragi Raid is the best CPA! He has been helping us since day one of us starting our business. Always goes above and beyond to help his clients. Very knowledgeable and would recommend to use his services!

Ragi, is a professional individual, he took pride in the work he did for me. He kept in touch with me consistently to let me know how things were going and his findings of the job he was doing for me. His dedication and work he did as a CPA saved me alot of problems and unnecessary encounters. If you need a CPA hire Ragi you will not regret it.

Ragi Riad has been my CPA for many years and he has been assisting me with my small business tax filing for over 6 years. He is trustworthy, knowledgeable and well versed with small businesses. I highly recommend him.

We moved to the Charlotte area about one year ago and were looking for a good CPA. My son recommended Ragi?s firm and we could not have been more pleased. He kept in constant contact with me thru the entire process from the time I gave him my paperwork until he finished my taxes. I would definitely recommend Ragi?s tax firm for all of your tax needs.

My husband and I loved working with Ragi. He has been professional from the beginning. He is friendly, communicative, and extremely helpful. Very pleased with our experience.

Ragi is great, always available and is fast responding and taking care of the business. It was a pleasure working with him for my tax return. He is honest, thorough and experienced.

Highly recommended. Ragi is very well versed in all aspects of accounting and I have had numerous positive and extremely helpful sessions with him. Most importantly is his integrity and business ethics. Would do business with again.

I moved to Charlotte area in 2020 and was in need of a new CPA. I reached out to several in area and found Ragi to be responsive, professional and easy to talk with. He quickly and painlessly straightened out the mess I had on my hands. He is an absolute pleasure to work with and recommend highly!

Ragi was a pleasure to work with - he was always prompt to respond to any and all questions we had and was patient in answering them. Honest, knowledgeable & is sure to ask the necessary questions to be sure you can get the most from your filing. Highly recommend Ragi!

Ragi is very communicative, responsive and knowledgeable. He has a lot of experience and is very patient. Being a new business owner, that's highly important qualities to have! You will be in good hands, call Ragi!

After years of confusion as the interpretation of the rules and responsibilities of doing business taxes, we have been able to get our taxes done quickly and consistently with Ragi Riad CPA. He never forgets to follow up until a resolution is reached. They are friendly and easy to talk to,so there is no confusion,but their professionalism is never lacking.

Ragi Riad was professional and took care of all my tax returns. His expertise was obvious as he made sure all the i's were dotted and the t's crossed! Very thorough! I would recommend him to my friends.

As a real estate investor with long and short term rentals, I really appreciated his guidance and expertise. He was extremely responsive and we filed taxes early for the first time in 12 years.

Ragi is professional and smart. He knows his stuff, and has gone above and beyond to help me do my books, file my taxes, and file business related documents. He makes me feel at ease with the complicated tax process.

Ragi went above and beyond helping me with my tax situation. He was responsive, professional, and always there to help. I would recommend Ragi to anyone looking for a CPA.

I had few questions about my 2020 taxes. I called few CPAs and checked if they could answer my questions. None of them were willing to answer the questions unless they did my entire taxes. Ragi graciously agreed to meet me quickly and answered my questions. And the best thing is that he didn't charge any fee and offered it as free consulting. What a service! I will definitely be going to Ragi for future tax needs (and will be paying this time!).

Ragi was very responsive and professional. Provided me the guidance I needed and was able to answer my numerous questions. Very happy with the service and plan to continue with him as my CPA in the future!

Ragi was so kind and considerate such a professional. He was able to get my taxes completed in a timely manner as well. I would highly recommend him to others. Linda

Ragi is a great CPA, he is very easy to work with and very RESPONSIVE! Finding people on top of their things is very hard nowadays, and Ragi definitely is!

Ragi helped me navigated tax legalities of my first LLC. I was completely lost without him. He is very knowledgeable and most of all always accessible no matter what time of the week or day.

Ragi Riad is very professional . He is very quick to respond to us . I have known Mr. Riad for over 10 years . He is not just professional but he is also trustworthy and knowledgeable . I would defiantly recommend him.

Ragi quickly responded to our inquiry. He was kind enough to answer some of our questions and concerns that we had on Capital Gains taxes. Very professional and knowledgeable.

Mr. Riad has been a life safer for us both personally and in our many businesses. Our taxes are quite complicated and Mr.Riad has saved us countless of $ navigating the systems at an extremely reasonable fee. Thank you Ragi!

Ragi is very professional, knowledgeable and responsive CPA. He will diligently seek out your specific situation and work with you to get the best results.

Ragi has been preparing my personal taxes for several years. He has always been very professional and responsive to my requests at tax time & at other times throughout the year.

Ragi is always thorough, clear and takes the time to explain things in a way that is easy to understand. We have used his services for several years and would recommend him highly.

Setup a meeting with him through his site and confirmed the time. The day before the meeting messages me saying let me call you earlier which I say is okay. The day of the meeting he texts me saying let?s meet at the original time planned which I declined. We discuss my situation on the call and he says he will get me a quote the following business day. I haven?t heard from him since then and it has been several weeks at this point. Unorganized and wasted my time on top of it.

Ragi is professional, knowledge and honest. Our business has saved thousands because of his diligent and prompt work!

Ragi prepared the taxes for my small business partnership. He was always very responsive and did an overall excellent job.

Ragi is very professional and honest. I would highly recommend Ragi to anyone looking for a CPA. I?m pleased to work with him.

Mr Riad is an excellent CPA. He is very well organised and his attention to detail is out of this world. He really helped me to substantially grow my business.

Ragi is an awesome CPA! He cares about saving you money and not giving it away! Would definitely recommend! ??

Great experience with Ragi. Ragi is very responsive, knowledgeable and easy to talk to. Looking forward to continue working with Ragi in the future!

Ragi is all about details, took time and offered advice based on my situation. Always responds to questions. Very happy with my CPA.

Ragi was a pleasure to work with on our more complicated returns this year. Highly responsive and he kept communication lines open

Ragi was wonderful and a wealth of information. Really assisted me and my family in decision making.

I am so blessed to have Ragi on my side in this process of filling my tax because of how fast he responds to my emails or phone calls or texts messages How he uses everything possible to make it fast and easy Simply I just uploaded my w2 s and E-singed the form and boom I had my tax done for the year Thank you very much my friend,

Mr Riad a very wonderful man! He is very smart, honest and helpful to his clients. I highly recommend him for any accounting needs!

Very helpful! Ragi has a quick response time and a lot of helpful insight and tips to help with tax related services.

I highly recommend the services of Ragi Riad. He is the epitome of professionalism and pays the highest attention to every detail.

Ragi is very responsive, reliable, and great at keeping me informed and organized for filing my taxes.

Our taxes were put together in a timely manner and we received excellent service and will continue to use his firm in the future for any tax needs.

Fast, easy to work with and extremely thorough. Will definitely be using Ragi Riad again

Incredible CPA! Cant say enough about Ragi. So happy I found him.

Ragi is great. Very helpful with our questions and good at communicating timing and then completing on time. :)

Ragi did an excellent job for us! We highly recommend him!

Ragi took time to answer my questions and he was extremely honest about how I should approach my situation.

I Highly recommend Ragi Riad, he is very professional and expert, he is great at explaining everything so clearly, I'm very pleased to work with him.

Ragi prepared my taxes which included multiple W-2s and real estate investments.

Mr. Riad is a very experienced CPA. I had a wonderful service. Highly recommended

Ragi is an insightful CPA and provides professional and timely advice.

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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