Certified public accountant in Charlotte, NC
Riad CPA, PC is led by Ragi Riad, who brings more than two decades of accounting and tax experience to a practice that now serves clients across six states: California, North Carolina, South Carolina, Florida, Texas, and West Virginia. The firm recently relocated its Charlotte-area office to Ballantyne Corporate Place, reflecting its continued growth in the region. Riad CPA works with small to mid-size companies as well as high-net-worth individuals, offering a broad slate of business services including small business accounting and financial analysis, audits, reviews, and compilations, business consulting and advisory work, entity selection and incorporation guidance, and support around business acquisitions and divestitures. The firm also assists with payroll administration and retirement planning for business clients building out long-term financial strategy. On the individual and tax side, the firm provides tax preparation, strategic tax planning, and IRS problem resolution for clients facing back taxes or disputes with the IRS. Riad CPA structures its client relationships around flexibility, offering in-person, virtual, or client-site meetings depending on what works best for each client's schedule and comfort level. The firm sums up its positioning with the tagline "Large Enough to Handle Diverse Needs, Small Enough to Care," aiming to combine the resource depth of a larger firm with the personal attention of a boutique practice. Riad CPA offers free initial consultations to prospective clients and maintains a dedicated Client Library with tax organizers, checklists, and other educational resources, giving clients self-service tools alongside direct access to Ragi Riad and his team.



