*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.*
37 Villa Rd #100
Greenville, South Carolina 29615
Xu CPA is Greenville?s best accounting company! You can trust Mark and team to be thorough and transparent with all of your business accounting needs! Highest recommendations!
Mark helped my business in a way that literally saved my business. Mark has taken time to analyze how my business performs and what is needed to advance my business month after month. I cannot explain how many days, months, and now going on years that he has stayed overtime (nights and weekends) to solve my accounting issues. He is extremely patient with my business when it was new and have given me new strategies as we grow. He understands the everyday stresses of a business and assures you, through his st
Mark consistently exhibits kindness and intelligence in his interactions. He demonstrates a strong work ethic by frequently prioritizing his responsibilities, often working late to ensure he is accessible for his clients.
Mark Xu and his team are very knowledgeable, professional, responsive, and dedicated. Excellent communication: Mark provides insight into how my business is performing and explains all accounting and tax matters in a manner that is easy to understand. Even from our first phone conversation, Mark was helpful and professional. I'm very glad I chose Mark and his team for my business needs (accounting, tax prep, payroll).
Mr. Xu is one of the best CPA?s I have ever done business with. Not only is he very knowledgeable, he is very professional and diligent with his work ethic. He makes himself available at almost anytime for questions or concerns. Mr. Xu works for the best interest of his clients. I?m pleased to have him as my accountant.
Mark is a top-notch CPA and provides exceptional services! He took the time to really understand my accounting needs and took care filling all my taxes without any hassle on my part. I also used his services to start my business earlier this year. I very much appreciate his availability and quick turnaround on services. I highly recommend Mark for any accounting needs!
Mark has done a great job helping me with changes in my business and with my personal taxes. He has been able to set everything up with the state and the IRS to make payroll and other tax payments simple and hassle free. Very attentive, prompt and professional service. I look forward to working with him on other projects in the future.
Mark is one of the most honest, hardworking, intelligent young men I know. He has done my personal and business tax for the past two years, and has done a superior job. He is always giving me great advice and takes care of my business tax quarterly. If you looking for someone to do the job right, who can also give excellent advice and personal service then Mark Xu is your man.
Mr. Xu and the staff at Xu CPA are very professional, knowledgeable and courteous. I was also impressed at the timeliness and accuracy of the service. Very happy about choosing this company!
I spoke with Mark on the phone and was surprised he took my call not ever having done business with him. He had written an article on the deductions under form I-335 for South Carolina tax payers and I had a few questions. I did not agree with my current tax preparers reason on not being able to use the above mentioned form and deduction. Mark was articulate, and gave answers backed up with experience and gave the reasons behind his answers rather than just a yes or no. While he admitted I had some valid po
Mark Xu understands both taxes and business strategy and how they fit together like no one I have ever known. I needed to hire an outside accountant to verify my returns a few years back and hired Xu CPA to do the work. My undergrad was in finance and I have always done better doing my own returns. Mark was able to catch a few things that helped and come up with some other strategies I had not even heard of, needless to say he has done all my personal and business returns ever since.
There are not enough words to express how grateful we are for the day Mark Xu gave my husband his business card. We needed a new CPA and I just know God brought him to us. He has been AMAZING and is so current on all tax laws and ways to help us run our company more efficiently by providing expert advice and help with our payroll and taxes. We don't know what we'd do without him. If you are not happy with your current CPA, I strongly encourage you to meet Mark Xu and discuss your business needs with him
As a small business owner I needed an accountant partner that would spend the time with me to help me understand all implications of my business and personal finances. Mark is very knowledgeable, prompt, patient and sincere. If you need real help with all your accounting needs, then Mark should be your accountant.
Mark Xu provided remarkable tax preparation service. We presented him with a complex tax return involving joint filing with employers in multiple states, sale of out of state property, foreign rental property and more. We are thankful for his dedication to our return even after it was sent off, commitment to completing the job until every refund penny was received, and peace of mind he afforded as he was on top of the process each step of the way. We have hired others in the past and did not know such c
A real tax wizard! Highly recommended! As a software engineering contractor, taxes were a very intimidating aspect of my business. Thankfully, Mark knew exactly how to handle things and did an amazing job setting everything up. Now I can focus on growing my business. Give this man a call.
Mark was very information, helpful and knowledgeable about IRS tax laws. He was extremely thorough in resolving our situation. I look forward to using Mark for this tax season. Highly recommended.
Mark went above and beyond to make sure that he came to a solution for me. He was always on top of staying in touch through email, text and phone calls, and mostly, I was impressed that he cared. I would recommend his services to anyone.
Mark and his staff are fantastic. He spends the necessary time to make sure your needs are met. He gives great advice and makes sure that you understand everything that goes into your filing. I highly recommend him.
Mark prepared an audited fincanical statement for a new general contractors license for S&C Installation. He was knowledgeable of Llr recuirements and walked us trough the application process.
Mr. Xu was outstanding and professional. Mr. Xu is brilliant and very personable. He went out of his way to share information that will be very helpful as C.O.R.E. Ministries grows. Excellent!!
My husband and I were very pleased with the overall service. Mark was able to resolve our problem in a reasonable amount of time. He was very honest and trustworthy. Highly recommendable.
Mark Xu has been extremely helpful to my business. Professional. Competent. Remarkable!
Very responsive when answering calls. I contacted Mark in regards to a quick question about reciprocation between 2 states. Very knowledgeable and very helpful. Would recommend!
Xu Cpa. Was the best decision I ever made for my business. He helped get my business on track looking forward to doing business mark makes it so easy thank you from HAil Yeah llc
Very knowledgeable,very personable. Very impressed with how he helped me through taking over as church treasurer. Highly reccomend Mark.
Super helpful and very responsive service. It is very evident they care about what they do. I would suggest anyone that needs help with any i.r.s. issues to use them.
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.