*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
15720 Brixham Hill Ave #300
Charlotte, North Carolina 28277
The Tunstall Organization has done our accounting work going back to 2005 for our non- profit The Mayor?s Alliance for NYC?s Animal?s, Inc. David had helped us do the initial set up of our accounts and provided monthly reconciliation of 3 accounts including our brokerage account. He also worked remotely to manage our payroll, handle 1099, work with our auditors annually for an audited financial as well as our 990?s. As a non- profit with a small staff and annual budgets between 5 million to 10 million a
Highly recommend the Tunstall Organization for your accounting needs. They have helped our small business out multiple times. They are tech savvy and can create and implement automatic workflows that seamlessly integrate into your accounting software.
We have been working with the Tunstall Organization now for many years and they are our trusted accounting and tax service provider. We use them for multiple entities and David and his team have been fantastic to deal with; and very professional and prompt in their responses too. They are an excellent CPA firm that I could not recommend more highly. As a CPA myself, I know what level of service I would expect from an accounting and tax firm; and David and his team are the best I have worked with.
David and the Tunstall team have been with our firm for over five years across many stages of growth and economic activity and all throughout this period have steadfastly supported, assisted and serviced beyond our expectations. I highly recommend David's team for their knowledge, insights, attention to detail and overall high quality and value added service. As a CFO I demand quality and David and his team fit this bill.
Our growing company has worked with The Tunstall Organization over the last two years to file our tax returns. David Tunstall and his team are highly knowledgable, communicative and reliable, and have ensured that we stay compliant while effectively managing our finances. As our business has increased in size and complexity, their team has acted as an extension of our company to support our ongoing planning. I would strongly recommend any business operator who values a tax expert with a high touch, client-f
The team at the Tunstall Organization offer terrific, professional, and efficient tax services. I appreciate their commitment and skill set to ensure my taxes are taken care of impeccably.
Our family has been working with David for years. David and his team are responsive and take time to answer even the most mundane questions. We appreciate all the tips and suggestions for our financial wellness.
Second year I use The Tunstall Organization for my taxes. Very professional and accommodating team. Very quick to get back to me on all my questions, and made sure the process went as efficient and convenient for me as possible. I will continue to use them. First-class service. I would gladly recommend anyone to use them.
We have worked with David and his team for the last two years. We started working together right after the Covid pandemic and he had to deal with cleaning up very complicated financials. He has brought clarity, order, and operating structure into our day to day operations. We highly recommend.
David Tunstall clearly understands and knows how technology works and uses it to TTO's advantage. As a CPA, I know how taxing accounting is, from meticulously recording each transaction to preparation of updated financial reports. But with David's brilliant idea of collaborating different cloud-based tools, I can honestly say accounting has never been this easy. Of course, we are not immune to challenges. But I can see why this organization is growing. Because we, at TTO, always strive to deliver the bes
I have nothing but praise for David Tunstall in the way he handled our income tax problems as well as the fine friendly way he treated us. He answered our questions almost immediately and we were able to file our returns very quickly. Not a complaint in sight.
Competent, Responsive, and Friendly. The Tunstall Group is the kind of service provider busy people need. If you don't want to allocate mental bandwidth to bookkeeping, tax filing, etc. (and who does?), then you can rest assured that TTG will solve this for you and you'll have one less thing to worry about. They are helping us reclaim the most precious of assets- time and mental capacity.
As a small business owner, it is my opinion that this was our single worst vendor to date. We could not wait to end the relationship. David Tunstall from Tunstall Organization charged us an arm and a leg to the tune of over $2,000 per month, only to outsource our account to some random person overseas in a different time zone. We worked with David Tunstall for close to a year, just hoping that it would get better, and wanting to give him a chance. However, the level of service just got worse and worse as
I used Tunstall for our simple accounting needs and was extremely disappointed. Not only were the prices extremely high, and far above other quotes I subsequently received from other accounting companies, but most of our work was shipped off overseas. There is nothing more frustrating that being promised one set of services, only to be delivered substandard. I would have to wait 12 hours for answers, many of them confused because of the language. While I was paying New York pricing, I received C level s
I've been using the Tunstall Org for a while now. They are quick, professional, communicative and trustworthy. I love the fact that we do everything digitally - a huge time saver for me.
They are wonderful, we've used them for 3 years now, by way of word-of-mouth from a friend. Their process is very high tech, secure and efficient. They answer our questions promptly and with clarity. Our taxes were prepared very prompyly. The fee is reasonable.
I?ve been with them for couple of years now. It?s always quick, efficient and easy. They?ve been always very communicative and it definitely relives some of the stress around tax season!
David understands technology and entertainment industry and has the best of clients needs in mind first. Highly recommended him for the past decade
David Tunstall started doing my taxes even before he started TTO in 2004. I'm still here!
Courteous and responsive service. Easy and reliable. Good use of online software to expedite communications and service. Got it done in time!
David and Santosh, thanks again for your great service !
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.