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Susan Phares-Aldrich CPA, PLLC

Susan Phares-Aldrich CPA, PLLC

Reviews Summary

Overall, reviews highlight exceptional service with most praising responsiveness, professionalism, and expertise in tax and business accounting. Many long-term clients appreciate thoroughness, accuracy, and the team's supportive approach. However, one negative review cites poor communication and unreturned calls as a major frustration, leading to lost business. The majority strongly recommend the service for tax preparation and planning, emphasizing trust and reliability.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Non-profits
Real Estate
Construction
Professional Services
Technology
QuickBooks
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
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Non-profits
Real Estate
Construction
Professional Services
Technology
QuickBooks
Multi-state Experience
Local Tax Credits

Contact Information

Address

1100 Holly Springs Rd Ste 200

Holly Springs, North Carolina 27540

Visit Website Call Now Get Directions

Hours

Monday 9AM-4PM
Tuesday 9AM-4PM
Wednesday 9AM-4PM
Thursday Closed
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

I've been a happy client of Susan's for nearly 7 years. She has helped me convert my business to an S-Corp, runs payroll, manages my business and personal taxes, and now helps with taxes for my husband's new LLC as well. Susan knows her stuff and helps me to feel confident in a domain that I find ceaselessly confusing. Last year I made a major (but not obvious) mistake with my accounting and Susan caught it, preventing a large financial loss. Her team is friendly and super responsive. She's always open to

We have had Susan help us with our business and personal taxes for many years. She is responsive and thorough. After a terrible experience with another accountant, she took over and helped us get our accounting straight. Susan and her team are a pleasure to work with.

Susan has prepared my tax returns for the last two years in a very professional and accurate manner. I also use Susan for my tax planning needs and I find her to be very responsive and complete with her responses. I would definitely recommend Susan for any tax return preparation or tax planning needs.

Really? I travel all the way to Holly Springs to bring this person business. I drop off returns on a Tuesday. Left 2 messages to return my phone call over the next 2 days. Takes less than 60 seconds to return a phone call to let me know you received them and turn around time. I run a small business myself and don't go home till all of messages are answered. I want you to know you lost $800, likely repeat business and a 1 star review on Google. All you had to do was return a phone call. You had 3 days to d

Susan has helped us for many years with our personal and business taxes. Her team of professionals are some of the best out there. We would definitely recommend this company!

Susan has always been extremely responsive, professional and a huge asset to our growing business.

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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