We work with individuals and tiny businesses through the greater Charlotte area on an hourly basis, on a consulting project, preparing income tax returns, or on-going as your part-time CFO! More than thirty five years total experience working to solve issues in Accounting, Finance, Management and Taxes. Best of all, we come to our customers!
Reviews (3)
Martha B.
Mar 16, 2020
Patti has been my accountant for 5 years, maybe more, and I cannot say enough about her professionalism and integrity. She is very smart and organized as you would expect an accountant to be, although in my experience I have found it to be rare. I have only met Larry a few times but I feel like I know the whole family and their many accomplishments.
I am so grateful to have found them after a series of CPAs who had made ridiculous mistakes. For instance one CPA forgot to mail my returns one year which Patti fortunately discovered and promptly sent. (He had given me a copy and been paid but never mailed). Also they love dogs! Always a plus in my book!
I am so grateful to have found them after a series of CPAs who had made ridiculous mistakes. For instance one CPA forgot to mail my returns one year which Patti fortunately discovered and promptly sent. (He had given me a copy and been paid but never mailed). Also they love dogs! Always a plus in my book!
Jason Moore
Jan 12, 2016
This was my first time using a "professional" tax preparer and have always done my own using some of the online programs. This past year was was too complex for me so I went to seek some help. The initial meeting was pretty straightforward and I left with a list of items I needed to return to them to finalize my tax return. Well when I get my tax return I am asked to e-sign it so I do assuming all the information was correct.
Boy was I wrong. I started looking through the returns (after I already signed) and luckily I have a basic understanding of taxes and noticed they used the standard deduction rather than itemizing. I brought this to their attention and was given a new return to e-sign and it was a difference of almost $3k in taxes. Had I not noticed this then I'm sure it would have gone unchecked. Luckily I caught this but someone else may have not been so fortunate if they didn't know what to look for. Bottom line if you're going to spend $550 to get your taxes done you wouldn't expect an error like this.
Boy was I wrong. I started looking through the returns (after I already signed) and luckily I have a basic understanding of taxes and noticed they used the standard deduction rather than itemizing. I brought this to their attention and was given a new return to e-sign and it was a difference of almost $3k in taxes. Had I not noticed this then I'm sure it would have gone unchecked. Luckily I caught this but someone else may have not been so fortunate if they didn't know what to look for. Bottom line if you're going to spend $550 to get your taxes done you wouldn't expect an error like this.
Robert Waddell
May 12, 2015
Larry Clark is the CPA you've been looking for. He is personable, professional, knowledgeable, and efficient. I've gotten some great advice from Larry and know a number of his clients who are all very satisfied with his work. Larry won't just wait for you to delivery a stack of paperwork to him in April, he will actually guide you on what needs to be done and when to make sure nothing falls through the cracks. He is truly on your side and a great resource all around.
