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Sargis Ivanov CPA PLLC

Sargis Ivanov CPA PLLC

Reviews Summary

The consensus highlights exceptional service with consistent 5-star ratings. Reviewers praise Sargis for his professionalism, efficiency, and transparency, noting his ability to simplify complex tax processes and deliver quick, accurate results. Many emphasize his responsiveness, clear communication, and personalized advice, which often leads to significant savings. Clients appreciate his thoroughness, attention to detail, and willingness to explain tax matters, making the experience stress-free. The recurring theme is high satisfaction, with nearly all reviewers expressing intent to continue using his services and strongly recommending him to others.

About This Listing

Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
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
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

3212 McPherson St

Waxhaw, North Carolina 28173

Visit Website Call Now Get Directions

Hours

Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 8AM-6PM
Saturday 8AM-6PM
Sunday 8AM-6PM

Customer Reviews

I have had the privilege of working with Sargis Ivanov for my hospice, home health, and personal tax needs, and I can say without hesitation that he is truly exceptional. Trustworthy, efficient, and knowledgeable, Sargis is a vital asset to my financial management. His ability to simplify complicated tax issues and provide clear guidance is unmatched. He takes the time to understand my unique financial situation, offering personalized solutions that have consistently yielded maximum benefits for me. Trust i

I highly recommend utilizing Sargis for your tax filing services. He was a diligent and clear communicator, and was able to seamlessly and efficiently turn around my tax filing for 2025 within a few short days of initially speaking with me. I will absolutely continue to maintain a relationship with Sargis for all of my tax needs moving forward.

I highly recommend Sargis for tax preparation. He filed my taxes accurately and efficiently, making the entire process stress-free. What really stood out was their responsiveness?they provided clear, timely information whenever I had questions. Professional, knowledgeable, and a pleasure to work with.

Sargis is truly the best in the business! He was incredibly responsive and transparent throughout the process. I also had the chance to review the report and ask questions, which helped me understand how to improve in the future.

Sargis helped me with my personal taxes this year. He made the process incredibly easy for me- he was communicative, thorough, and always available for any questions. I will definitely continue to use him for this moving forward.

Sargis was the perfect choice for my 2024 taxes. He made everything very simple and easy. Very quick to respond. Highly recommend to everyone!

I came across Sargis being recommended in a facebook group. I was extremely overwhelmed with filing my taxes and searching for help. I couldn't be happier with the quality and ease of service that Sargis provided. He turned an extremely stressful situation for me into a positive one. He not only helped to reduce my tax bill substantially but he also gave me some advice for moving into the next year feeling confident I wouldn't be in the same position again. A million thank yous to Sargis. He's friendly, eff

Sargis was extremely helpful with explaining my taxes to me and was very efficient. He was very easy to work and communicate with. Would highly recommend!

Reliable, knowledgeable and incredibly responsive. All clients are priority for Sargis. He does our business bookkeeping, and makes sure we are ready to go before its time for filing our returns. Thank you and keep up the good work

Sargis Ivanov assisted us with our tax returns this year, and we couldn't be more satisfied. He was incredibly responsive and demonstrated a high level of expertise throughout the process. Highly recommended!

Sargis received all of my tax documents and filed them in less than 24 hours for a fair and reasonable price. If you want things done efficiently, he?s your guy!

Working with Sargis was incredibly easy and painless. Would highly reccomend using him, as once he was given all the information he needed - the turnaround was extremely quick and thorough!

Sargis was a fantastic partner throughout the tax filing process! He made everything remarkably easy while ensuring that all documentation was thorough and accurate. I particularly appreciated the financial consulting session he offered afterward, which provided me with valuable insights into my financial future. I will definitely be leveraging his expertise again!

Sargis was great, he did our returns very quickly and saved us THOUSANDS on this year's taxes. We will definitely use his services again next year

Sargis is really good at what he does. He is professional, responsive, and quick! I would most definitely recommend him and he deserves the 5 star review.

Mr. Ivanov was able to quickly do my taxes and get me back as much of my money as possible. Very responsive and helped me understand the tax process. I highly recommend his services and will be his client for years to come!

My first experience with Sargis, he was professional and took extra effort to be transparent and ensure accuracy. I am looking forward to using Sargis and team in the future!

Sagis is one of the most meticulous and efficient accountants that I have ever had the pleasure of meeting. Sargis is not only great at what he does, he brings up to date knowledge of tax codes to relieve clients from the burdens of taxation liabilities.

Sargis was phenomenal, he?s a great communicator and made the whole process quick and easy. Going to be using him again !

Sargis is incredible- highly detail-oriented, efficient, and always gets things done quickly and accurately.

Sargis was great to work with! Highly recommend for friendly and efficient tax services.

Very professional in his communication and quick turn around time in doing my taxes. Very reasonable rate for his services. Highly recommend!

Professional and courteous! Mr. Ivanov does a great job at answering complex questions with simple answers. I look forward to the future with his assistance.

One of the best bookkeepers ever! Always available to answer questions and steer you to the right direction.

Great experience with sargis. He asked The important questions and got the proper information to try and help me get the best refund I possibly could.

Sargis was easy to work with. Will definitely use in the future!!!

Couldn?t be more happy with the service. I waited until the last minute to get my taxes done he squeezed me in and saved me more money then before.

Extremely impressed with his professionalism and just how quick he works. 10 out of 10 experience lifetime partner!

Amazing service, very knowledgeable. Thank you!

Does great work! Easy turnaround

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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