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Robert J. Wilson, PA

Robert J. Wilson, PA

Reviews Summary

Overwhelmingly positive reviews highlight Rob Wilson as a highly professional, knowledgeable, and responsive CPA with exceptional customer service. Many clients praise his accuracy, efficiency, and willingness to answer questions, often recommending him for both personal and business tax needs. Long-term clients appreciate his consistent quality and trustworthiness. A small minority criticize poor communication and unresponsiveness, but the vast majority emphasize his expertise, care, and reliability, making him a top choice for tax services.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
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
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

4184 Dobys Bridge Rd Suite 103

Indian Land, South Carolina 29707

Visit Website Call Now Get Directions

Customer Reviews

Rob Wilson has a special quality; he is both an excellent professional and a person who truly cares about his clients. Both my husband and I were always comfortable talking with Rob and we had the utmost trust that he was handling our affairs honestly and competently. We knew our finances were in good hands. If you want a CPA who cares about you and will do what is best for your personal financial situation, Rob is that CPA. Thanks Rob for many years of wonderful service.

We have used Rob to prepare our tax returns for over 10 years. He is very efficient and accurate and is always prepared to discuss our returns and answer our questions. I have sent him questions during the year periodically and he has taken the time to phone me back to discuss. I would highly recommend Rob!

Professional, Extremely Knowledgeable, Highly Detailed, and Outstanding Customer Service! Each year, Robert Wilson handles our taxes and financial services with utmost care, quality, and accuracy. His turnaround time always exceeds our expectations. No matter how complex our tax situation is, Robert has the answers we can trust. When tax laws change, as they often do, Robert is always knowledgeable of the most recent legislation. Every year we can count on Robert J. Wilson, PA for that same world-class s

Rob has been our CPA and tax preparer for over ten years! Personal service is so rare these days, but Rob gives us great service, advice, counsel. Family oriented, thorough, keeps abreast of changes. He is always there when needed, and will be there for us, unlike large companies with 800 numbers!

Rob has provided excellent support for our taxes and our 2021 forthcoming pension questions. He is incredibly knowledgeable and prepared in our discussions and we feel a great deal of trust in his answers and the yearly tax process. I would recommend him highly.

Our experience with Rob handling of our taxes has been nothing short of excellent. We highly recommend his service to anyone looking for a capable honest and timely expert in taxation matters. Bob and Marty Burford

Rob is incredibly helpful, knowledgeable and personable and has made handling my personal and corporate finances and taxes much less stressful and smooth. I would highly recommend him to anyone, especially those new to running small businesses that feel out of their depth. 10/10

Rob is professional and friendly. Have used his expertise for several years. Always extremely happy with all the knowledge Rob has doing our taxes and answering our financial questions.

Rob has been doing our taxes for almost 10 years and I would not have anyone else do out taxes. It is almost a pleasure as much as having to pay could be. I know that he has our best interest at hand with the up to date changing tax laws.

Robert J Wilson CPA truly cares about his clients. We have been working with Rob for years and he always exceeds our expectations. If you want a CPA you can trust and count on, call Rob.

I use this firm for my small business and personal accounting needs. Robert is a wealth of knowledge and goes above and beyond to solve any issues that arise. He delivers the type of personal attention that's hard to find these days. Outstanding CPA firm!

I got myself into a bit of a sticky wicket with regards to my taxes for 2020. Long story short, I thought I was good at filing my own taxes...LOL NOPE. I called Mr. Wilson's office in a panic and well, they talked me off my heightened state of panic and my 2020 taxes are ready to be refiled. Thank you! Highly, highly recommend Mr. Wilson!!! Permanent client now, will be going back to them for my taxes going forward.

Couldn't have been more professional. Rob and Lori were clearly the experts in the room and made the tax season painless and profitable! I am beyond pleased with the experience. You won't be sorry.

Robert is a poor communicator. He rarely responds to emails. To get in touch you have to walk into his office and wait. Highly recommend going elsewhere for business accounting services.

Rob is very professional and able to answer all our questions. He is a good source is planning ahead for the next tax year.

Rob has done our taxes for over ten years, always a professional experience, I would highly recommend Rob.

Been using Rob for a while now and his service is always excellent. Always responsive and always gives great advice. Would highly recommend Rob Wilson!

Robert is professional with excellent customer service. Very knowledgeable in out of state inheritance and all tax laws.

We are incredibly disappointed with the services we?ve received. They?re not responsive, attentive, and compared to other CPA?s we?ve used; a poor quality of service. Save yourself the headache and find a different accountant.

One of the best CPA's there is in the State! Highly Recommended!!!

Very competent and professional tax completion the last three years. Also very beneficial assistance in other legal/financial areas.

Rob knows accounting, has a great personality, and is customer focused.

Robert was very knowledgeable and a professional. Did a great job.

Robert was very helpful and prompt in preparing our tax returns.

Extremely professional. Extremely helpful, and very affordable

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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