SCHWINN CPA PLLC

SCHWINN CPA PLLC

Reviews Summary

The reviews consistently praise Bob Schwinn as an exceptional CPA, highlighting his expertise, reliability, and professionalism. He excels in communication, responsiveness, and thoroughness, making tax preparation and bookkeeping seamless and stress-free. Clients appreciate his transparency, fair pricing, and willingness to answer questions, often going above and beyond to provide guidance. Many note his ability to simplify complex tax matters and his compassionate, patient approach. His services are highly recommended for both personal and business accounting needs, with long-term clients emphasizing his trustworthiness and invaluable advice.

About This Listing

Bookkeeping
Accounting
Tax Preparation
Tax Planning
Subscription Pricing
Small Businesses
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
Tax Preparation
Tax Planning
Subscription Pricing
Small Businesses
QuickBooks

Contact Information

Address

19701 Bethel Church Rd STE 103

Cornelius, North Carolina 28031

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

I've had several CPAs during my time as a business owner, and Schwinn CPA has been the most seamless experience so far. They communicate regularly, respond efficiently, and make the process of submitting information and reviewing tax returns so simple. They seem to actually care about me and want to answer my questions ? in the past I've felt like a burden to other firms. It is early March and my taxes have already been filed, my annual report and Q1 estimated taxes submitted, and I feel confident Bob and h

Working with Robert and Schwinn CPA has been an absolute pleasure. I hired them to do both my tax planning / accounting and bookkeeping at the beginning of this year after years of trying to coordinate bookkeepers and accountants myself OR doing it myself. Working with them has been a breath of fresh air. No more scrambling or missing deadlines on my end. Since the first meeting with Bob, I've had clarity on what I needed to do and how I needed to prepare. What a relief! Would give 10 stars if I could!!!

This is the third year that my personal and professional taxes have been handled by Bob. I also have Laurie Schwinn as my Bookkeeper. Best decision I have made in my business. Highly recommend!

I initially contacted Bob Schwinn last year to inquire about his accounting services. I've been doing my own taxes for the last decade and over the years, they have become more complex. I shared some of the challenges I encountered over the years and he offered to review my previous tax returns to provide guidance and did not pressure me to use his services. I obviously did and Bob has been professional throughout the process. I'm happy to say that this year, the tax process has been painless! I recomm

Highly Recommend! Bob is fantastic and does such a good job with bookkeeping for my business and tax preparation. He always answers any questions I have promptly and provides clear instructions. He is super knowledgeable and I am so happy someone recommended me to him.

Bob Schwinn has been my accountant for several years. He prepares my personal and business tax returns and provides guidance and advise for my LLC. I have total confidence in his personal and professional integrity. I count on Bob for his expertise and knowledge of all relevant accounting and tax law. He does all the work on timely basis. I have never had an issue with Bob or his work product. I highly recommend him.

We worked with Bob for our annual federal and state tax preparation. Bob has been very responsive and knowledgeable throughout our interactions with him. He went above and beyond with answering our questions and providing us with resources and referrals. He was very fast and made the tax preparation process very stress free for us. Highly recommend his services.

Bob Schwinn has been a pleasure to work with for the past 3 years for my personal taxes and was recommended by a family member. He is reliable, thorough and timely - and answers any and all questions I have. I would highly recommend to anyone!

I have been a customer of Schwinn for many years and despite the practice moving from NY to NC a couple of years ago, there was no change in how easy, fast, and professional my families' experience remains. Bob Schwinn has been a valuable resource in advising us to help minimize my families tax burden and maximize our investment returns. I highly recommend Schwinn for all of your advisory, accounting and tax law needs.

Mr. Schwinn is an ethical and efficient accountant. Our business has had it's share of challenges and we've not always been timely with getting information to his firm, but he has always exhibited patience and provided excellent advice at the right times. We appreciate his fair pricing and attention to details for our corporation which operates in 2 states.

I started working with Bob about 6 months ago when I transitioned into self employment. Bob was referred to me by my financial advisor and I am go glad I took the referral. Bob breaks things down simply and works with you based exactly on your needs. He is thoughtful and responsive and gets the job done. My life has become so much easier and I am so grateful for that.

Robert "Bob" Schwinn has been my trusted tax advisor and business bookkeeper for several years now. He is an invaluable resource for all of my personal income tax filings and questions, as well as a trusted business advisor and bookkeeper. Bob is a wealth of knowledge and always happy to take my calls and answer my questions. Bob is compassionate, caring and truly knows his stuff. I very highly recommend him.

Easily 5 stars. We have had the pleasure of working with Bobby for years, and made sure (may have pleaded) that he would still handle our accounts when he relocated. We have been in business for more than a decade and he is hands down the best CPA we have worked with. He excels at communication, is transparent, knowledgeable and handles everything quickly, efficiently and accurately. We would recommend him highly.

It's a pleasure working with Bob Schwinn on the rather unpleasant task of filing the annual tax return. It's now a relatively easy, low-stress process -- too bad we didn't meet Bob 20 years ago! He's incredibly thorough, knowledgable and patient and his fees are, in our view, more than fair.

I have used Bob's services for both my restaurant's needs as well as my personal accounting for my family and I can't say enough nice things about Bob. In the four years I've worked with him, he has been incredibly reliable, thoughtful and thorough in all my accounting needs. Bob has gone above and beyond for my business and my family to save me money and time.... There are so many taxes, fees and costs with running a small business and it's been invaluable to have

I was looking for someone to do my taxes and a friend referred me to Bob. He was very professional, quick to get back to me, and more than willing to answer all my questions. I would definitely refer him to anyone!

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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