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TEAM Financials CPA

TEAM Financials CPA

Reviews Summary

Customers consistently praise the service for its professionalism, expertise, and friendly, family-like atmosphere. Many highlight the team's thoroughness, timely communication, and ability to maximize deductions and refunds. The process is described as fast, easy, and educational, with clear step-by-step guidance. Long-term clients express strong loyalty, emphasizing the team's reliability and personalized care. The overall sentiment is overwhelmingly positive, with frequent mentions of outstanding service and high recommendations.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers

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

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers

Contact Information

Address

2332 Beatties Ford Rd

Charlotte, North Carolina 28216

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

TEAM Financials took over from our existing CPA in February of this year (which is a tough ask but they knocked it out of the park). They're very well organized and do a good job explaining how different numbers/sections of taxes work so we could have a better understanding of our finances. We also appreciate their knowledge when it comes to dental practice specific tax practices. Highly recommend their services.

Amazing experience nice and friendly Thank u to Jonathan for helping me with my taxes such a sweet and amazing guy and also Seyi and Kingsley for being so welcoming and kind and got the job done

I recently used TEAM Taxes for my tax preparation needs and was impressed with the overall experience. The professionals at TEAM Taxes were knowledgeable, friendly, and thorough in their work. They answered all of my questions and concerns promptly and made sure that I understood the entire process. What stood out to me was their attention to detail and professionalism. They took the time to review my documents carefully and made sure that all of my deductions were accounted for. I was also pleased with th

I've had the most amazing experiences with TEAM Taxes. The third year in a straight that my wife and I have used TEAM Taxes to file our taxes! We desired both professionals and those who would treat us like family. When it comes to protecting your interests and ensuring that you receive ALL of your due refunds, TEAM Taxes always comes through.

I had the most amazing experience with Kingsley Ifedi at TEAM Taxes. Their knowledge, attention to detail, guidance & consultation to their clients were absolutely exceptional! If you're looking for top-notch tax guidance and consultation, look no further. Highly recommend TEAM Taxes services, without a doubt!

Amazing, amazing Amazing Amazing! Team Taxes was quick! They were able to do my taxes very quickly, and give me information about how to build wealth and they were very kind to me. They are very engaging and they will make you feel at home and very inviting.

My experiences with TEAM Taxes have been incredible. This is my wife and I third year in a row filing our taxes through TEAM Taxes! Not only did we want professionals but we wanted people that treat us like Family. TEAM Taxes always come in clutch with looking out for you and making sure you get ALL that you deserve in refunds.

The constant help I received from T.E.A.M financials was impressive. They basically held my hand step by step answering all my questions in a very timely manner. I would recommend this team to anyone! Keep up the great work!!

It was indeed wonderful impression for the outstanding financial services Team financial provided to my company. Mr Kingsley?s wisdom, wealth of knowledge and expertises in financial matters was a top notch, insightful and I am very appreciative for the services and insights gained concerning my company?s financial situation. Be glad to recommend others needing financial services to them. Appreciates kindly, Pst. Ike

10/10 experience. I won?t go anywhere else to get my taxes done, amazing team full of experts. I am a returning customer and each time is an amazing experience. They take the time to answer all of your questions, no matter how many & I got the most money back working with them! Such a smooth, easy going process. TEAM taxes will definitely see me next year & every year after next

I received excellent advice when I needed help selling some stocks. TEAM Financial was friendly, courteous, and helpful. I would not hesitate to recommend them. Thank you!

Team Financials helped with the acquisition of my business. Their team made sure I got all my questions answered. They were thorough with their analysis and gave great FAST feedback. They made sure I was educated on all things related to come up with the best possible deal!

Absolutely amazing guidance and consultation with Kingsley Ifedi. Definitely a wonderful and easy to follow step by step process. Superb service from the TEAM Taxes. Highly recommended without a doubt!

TEAM Taxes where so helpful and key in getting my taxes done in time. I was super last minute this year however they were able to accommodate me in every way. Despite being the day before taxes were due, they were able to get everything done on time! Thank you guys so much for all your help!

What I like the most about about Team Financials is that they focus on strategy rather than tactics. They go beyond compliance and number crunching. Another big thing is their great communication and the way the have built relationships with me and me network.

Kingsley was very informative, had a wonderful and inviting personality and really helped me along the journey of filing taxes for my business for the first time. Great experience! I would highly recommend.

TEAM Financial helped us with tax planning for the oncoming tax year. Mr.Ifedi helped to throughly educate us on tax benefits we could receive with effective planning!

Did such an amazing job with filing taxes this year I will def be returning next year!!! Love the people so nice and friendly. 10 out of 10 experience.

Had a wonderful experience; this is my second year coming to Team Taxes. Kingsley was very knowledgeable about filing my taxes. I would highly recommend.

Absolutely love this company ! They do wonders. I?ve been to a lot of other places for tax assistance and this was just the BEST experience !!! #TEAMTAXES. I have literally advised everyone I know...this is really the place.

My interaction with Team Taxes was very insightful. They were able to help me save money via deductions and provided me with a tax strategy for 2021 to reduce my tax liability.

Great experience again. Last year they did my personal taxes and I was pleased so this year they did my personal and business. I will be back next year and highly recommend them to others...

TEAM Taxes is extremely helpful, provide the best services, and most importantly put the clients first! Extremely satisfied with my visit.

They have been doing my taxes for about 3 years now and I love it! They are very helpful and they know what they are doing!

Ms. Rucker was extremely professional and considering in all of my tax needs. What a breathe of "fresh air!"

Definitely a wonderful and easy to follow step by step process. Superb service. Customer-friendly environment. Highly recommended without a doubt!

One of the CPA?s helped me with my personal & business taxes. Best experience at any tax office ever!

I?ve been a client of TEAM Financials for years. I have loved working with them??

Kingsley is a Pro!! Definitely will continue to do business here!! Thank you!!

Great team to work with!!! Got my Taxes done quick and easy.

Fastest service I?ve ever received when filing my taxes. Super easy and very professional!

The people at TEAM Financials are super helpful and are truly dedicated to leaving a positive impact in the world.

Team Taxes was on POINT, and gave OUTSTANDING SERVICES?.I would use there services again, again & again????

Great service! Would definitely recommend to anyone looking to get their taxes done.

The knowledge and help is second to none ! Best and nicest place to get your taxes done ! No other place competes !

Absolutely amazing guidance and consultation with Kingsley Ifedi. Very knowledgeable!

Highly Recommend! Been doing my tax & accounting here for years.

Professional treatment and services top of the line tax work!

Excellent service. Understands the importance of timely communication with the client

Tax team was very professional very thorough I highly recommend

The staff is very outgoing and helpful. Awesome services and worked fast and efficient

Best tax preparers I?ve ever experienced, Hands down!

That?s consultation best service I ever receive.That?s consultation best service I ever receive

Great Review out standing services

Great people, loved their work.

Well organized business with hardworking people

The best in the 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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