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Steward Ingram & Cooper PLLC

Steward Ingram & Cooper PLLC

Reviews Summary

Most reviews are highly positive (5-star), praising the firm's expertise, responsiveness, and long-term reliability for personal and business accounting needs. Clients appreciate the team's professionalism, fair pricing, and willingness to address complex tax situations. However, a few negative reviews (1-star) cite poor communication, rushed service, and unprofessional behavior, with one mentioning errors in filings and another a hostile phone interaction. The overall sentiment leans strongly favorable, with many long-term clients recommending the firm.

About This Listing

Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Non-profits
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits

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
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Non-profits
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits

Contact Information

Address

3005 Carrington Mill Blvd #320

Morrisville, North Carolina 27560

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I have worked with Jeff for about 10 years now. There firm has handled both business and personal taxes for me. They have always been fair and accurate with me. Great firm.

I hate leaving bad reviews, but this one is warranted. Out of all of the options in Raleigh, I absolutely cannot recommend this accounting firm. In fact, I feel so strongly about it I am taking the time to write this. We have been with this firm for several years and stuck with them strictly out of convenience. Every year we found issues with the filing(s), and every year we had more and more questions as the deadlines approached. When the questions were asked, we felt rushed and belittled ? for catching th

Unequivocally, this is the most professionally competent firm we have ever been involved with. The level of sophistication and scope with these professionals is beyond what I have seen anywhere. Their responsiveness has been extremely helpful. They are experts that covers every aspect of accounting including audit, accounting, tax, and consulting services to individuals, businesses, nonprofits, trusts, and estates. We have used them for 24 years and have greatly benefited from their professional help. Th

I have been a client of Steward Ingram Cooper for more than two decades. This company is outstanding. SIC has served me for my personal needs as well as the needs of my company since its inception 22 years ago. I have such faith and trust in their expertise I have them also prepare returns and advice my adult children as well. As usual....Great Job Jeff, Staci, and Pat!!!

We've worked with Jeff, Nancy and the team for more than 12 years and are extremely grateful for their extensive knowledge, expertise, conscientiousness and integrity! They are always available whenever we need them and go to extreme lengths to answer our questions or help with Quickbooks disasters at a moments notice! They are the best you can find anywhere!!

Jeff and the entire team go above and beyond to service clients. We have been clients of Steward, Ingram Cooper for 20+ years and each and every year the relationship and quality of service increases. Highly recommend them for all your tax, estate, accounting needs!

I highly recommend Steward Ingram & Cooper. They've been a huge help to me in handling all of my accounting for multiple LLC's, complicated personal taxes, real estate investments, etc. This team is top notch.

They do what they say. I'm very pleased. Anytime I have a question as to why they do this instead of that, they have a solid answer why and it's always in my best interest. I was married to a CPA and sold accounting software for many years. You can't beat their work or their price. Masks save lives

David has met every need I?ve presented to him and his team. He?s super responsive, professional and timely! I?m very happy with their service.

The lady who answered the phone told me I was ?disgusting? and I should ?get help? before she hung up the phone. It was very disturbing ??

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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