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Younce Accounting & Tax Group, LLC

Younce Accounting & Tax Group, LLC

Reviews Summary

Most reviews praise Younce & Co for exceptional customer service, professionalism, and expertise in tax preparation, payroll, and QuickBooks. Long-term clients highlight their responsiveness, integrity, and ability to simplify complex finances. However, a few negative reviews cite poor communication, delayed tax filings, and unresponsiveness, with some clients facing penalties due to late submissions. The majority strongly recommend their services, while a small fraction express dissatisfaction with timeliness and follow-up.

About This Listing

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.*

Contact Information

Address

990 Lee-Ann Dr NE

Concord, North Carolina 28025

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I have partnered with the Younce & Co. team since 2010 to complete our business and personal taxes. They offer friendly customer service with timely advice for your personal or business needs. I will continue to be a loyal customer and highly recommend them.

I would give zero stars if possible! Younce & Co. of Concord, NC received my tax information during the beginning of March 2023 for my 2022 taxes, and they didn't complete my taxes until October 2023. Their excuse was... They were short-handed, and they were dealing with many changes in the tax laws. When I finally received my completed returns on 10/4/23, I was charged 650.00 for the preparation, owed over 1500.00 to IRS along with a penalty because they did not complete my returns by 4/15 and had to file

I've been using Younce & Co for over 20 years. They have handled both my personal tax returns, as well as my side-business returns (rental and construction companies). Kep Younce helped me create accounting ledgers for my businesses that make tax season a breeze, and keep our books balanced to the penny every month. The staff is always friendly and will get back to you quickly when topics arise that require extra research. Kep does a great job of jumping on the phone to explain any questions you might have

I have worked with Kep, Beth & their?team for the last 15 years and I can say without question they are the best in the business. They operate with integrity and are always ahead of the curve as it relates to ever changing tax laws.? Proper tax planning is essential to running effective businesses and I rest secure knowing that I am getting best in class advice. It's also great to work with a local company that's?only a phone call away.?If you are in the market for a CPA firm, I strongly recommend Younce &

I highly reccomend Younce tax preparation. They always go above & beyond with customer service!

Younce & Co has been my family's accounting firm for the last 20 years. We are blessed to own and operate several local businesses in Cabarrus County. I want to share the top four reasons that I am recommending Younce & Co to you for your businesses and family. Many people can crunch numbers but you need an accounting firm that understands Business, your business. Kep and Beth Younce are not only business owners themselves but they have helped every kind of business there is to steward their finances and op

Younce and Company has been so good for the Cabarrus Arts Council. For a small organization our finances are complex and constant with all the various programs we normally conduct. Beth set us up immediately with online applications, Bill.com, Liscio, and QuickBooks online. I can approve bills, check our balance, and answer any financial questions from my phone or computer, at any time of day or night. Their entire team is knowledgeable, professional and friendly. We work almost every day with Kathryn Monro

The Younce?s are so knowledgeable and helpful. They make me feel comfortable asking all of my tax questions and more. I highly recommend using Younce & Co for taxes, payroll services, and Quickbooks help.

Used them 2 years. Don't return phone calls. Don't respond to emails. Send in tax info in March. Completed it in October. I am looking for another accountant.

Sent an email inquiring about their service to navigate the independent contractor business and never got a response. Then I called 2 days later to find out they have no one to help me, but it?s on their website they specialize in this type of business. So disappointing.

These people are the best. Responsive, knowledgeable, and professional. Highly recommend!

The most wonderful and helpful team you will ever find!

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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