Parsons CPA, PLLC

Accountant, Bookkeeping service, Certified public accountant in Charlotte, NC

Address

922 East Blvd, Charlotte, NC, 28203

Phone

(704) 332-4000

Website

parsonscpa.com

About Parsons CPA, PLLC

Parsons CPA, PLLC has served the accounting needs of Charlotte, North Carolina and the surrounding area for years, with offices in the Dilworth neighborhood along East Boulevard as well as a location in Dallas, NC. The firm works primarily with privately owned companies, business owners, executives, and independent professionals, positioning itself as more than a seasonal tax-preparation shop. Parsons CPA offers a broad range of services including audits, reviews, and compilations; specialized audits such as 401(k), SSAE 18, SOC, and HIPAA compliance reviews; individual and business tax preparation and planning; business valuation and succession planning; estate and financial planning; QuickBooks advisory support; and general business consulting. The firm explicitly distinguishes itself from firms it describes as "simply paper-pushers or tax preparers," instead emphasizing year-round bookkeeping support and ongoing financial guidance rather than a once-a-year tax filing relationship. Parsons CPA also highlights its collaborative approach, working alongside clients' bankers and other professional advisors to build a coordinated financial strategy. The stated goal for clients is straightforward: help them maximize cash flow, minimize their tax burden, and accumulate long-term wealth through proactive planning rather than reactive compliance work. New clients are offered a free initial consultation to discuss their financial situation before committing to services. For Charlotte-area business owners looking for a CPA firm that functions as a genuine financial partner rather than a transactional service provider, Parsons CPA emphasizes personalized attention, steady communication, and a comprehensive view of each client's overall financial picture, from day-to-day bookkeeping through long-term succession and estate planning.

Services

• audits and reviews
• tax preparation
• tax planning
• business valuation
• succession planning
• estate planning
• quickbooks advisory

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