Best Accounting, Tax and Advisory Services in Charlotte
Virtue CPAs is a trusted accounting, tax, and advisory firm in Charlotte, providing expert services of accounting, taxation, and advisory to businesses of all sizes and industries.
Best Accounting, Tax, and Advisory Firm in Charlotte
At Virtue CPAs, one of Charlotte's leading accounting firms, we offer comprehensive accounting, tax, and advisory services. Our experienced team is dedicated to delivering accurate, clear, and reliable support according to each client’s needs.
With our expertise in business accounting, Virtue CPAs is a trusted partner for Charlotte businesses. We stay current with industry standards and IRS tax rules to ensure compliance. Recognized as a leading advisory firm in Charlotte, we are dedicated to helping businesses grow and maintain strong financial health.
Virtue CPAs specializes in custom accounting, tax, and advisory services. We simplify financial processes with smart strategies. As a top tax and accounting firm in Charlotte, we are your ideal partner for clear finances, compliance, and ongoing success.
Our Services in Charlotte
Personal Tax Services
We provide professional tax preparation and planning services. Our expertise in managing individual tax compliance makes us the first-choice taxation firm in Charlotte.
Business Tax Services
Our business tax services in Charlotte help businesses in effective tax planning and provide them with appropriate tax benefit guidance.
State & Local Tax Compliance Services
Staying compliant and saving on taxes is easy for us. Our State & Local Tax Compliance Service in Charlotte is here to support you through intricate tax compliance.
Logistics Dispute Resolution Services
Whether with shipping lines, trucking companies, or warehouses, our team in Charlotte helps to solve your Logistics dispute resolutions with transparency.
Monthly Accounting Services
Our Monthly Accounting & Bookkeeping Services in Charlotte are ideal for any business, from small to large, across industries to keep your records ready from time to time.
CFO & Controller Services
We offer expert CFO and Controller services in Charlotte that lead you to financial success. Our CFOs help you reduce and update your business’s financial burden.
Foreign Tax Compliance Services
Our Foreign tax compliance in Charlotte simplifies international tax challenges and guides you toward the complex tax compliance of different countries.
Trust & Estate Planning Services
Our experts come up with personalized plans to protect your assets and trust and estate planning in Charlotte according to local compliance.
QuickBooks Services
We provide expert QuickBooks support in automating transitions and securing your records in order. Our QuickBooks service in Charlotte helps to make accounts easy to handle.
Business Consulting Services
From overcoming challenges to formulating growth strategies, our team provides you expert consulting support in our business consulting service in Charlotte.
Transaction Advisory Services
Our team supports you through the transaction process while staying compliant with laws and regulations.
Entity Formation Services
We guide you through every step in entity formation in Charlotte. Our expert team makes sure that the process is legally compliant and beneficial as a return on investment.
Succession Planning Services
Our succession planning service in Charlotte provides effective plans and strategies for succession.
Payroll Services
Our payroll services in Charlotte include handling taxes, reporting, compliance, and other related services.
How Can We Support You?
We support your business with our expertise in Accounting, Tax, and Advisory services in Charlotte, providing you with accurate accounts, compliant taxes, and expert advice.
Our Expertise
Real Estate
In the Real Estate sector, businesses, property managers, owners, etc. struggle to keep accounts and records. Our expert team solves this issue by helping the real estate businesses in Charlotte to stay updated with their accounts.
Hospitality
We manage the accounts of most hospitality sector businesses in Charlotte. Our expertise in the hospitality business helps you stay in compliance while saving with tax benefits.
Not-For-Profit Organizations
We provide strategic accounting, tax, and advisory services to nonprofit organizations in Charlotte, helping them maximize efficiencies, meet compliance needs, and manage finances effectively.
Healthcare
Healthcare sector businesses in Charlotte have put trust in our accounting and bookkeeping services for years, making us the best healthcare sector accounting firm.
Entrepreneur Services
We are one of the renowned names in providing accounting and advisory services to entrepreneurs in Charlotte.
Restaurants and Retail
We provide specialized accounting and tax services for restaurants and retail businesses in Charlotte and ensure compliance and smooth operations.
Construction Industry
Our expert accounting and taxation teams at Virtue CPAs help construction industry businesses in Charlotte to stay compliant and strategic approach in the business.
Professional Service Firms
We help professional service firms in Charlotte achieve business success while fulfilling their distinct requirements relating to accounting and taxation.
Technology
For Technology firms in Charlotte, our team guides through regulatory and compliance challenges while helping to achieve financial goals.
Our Professionals at Virtue CPAs
kevin Patel
CPA
I'm passionate about creating meaningful connections and productive communities. With 15+ years of experience, I specialize in M&A, tax consulting, and business support. Let's grow together!
Rick Patel
President
Rick Patel is an experienced accountant providing financial consulting to small and medium-sized businesses, specializing in financial planning, budgeting, cash flow management, and tax strategy optimization
Derek Grills, CPA
Tax Principal
Derek K. Grills, PhD, CPA, CGFM, has 30+ years of expertise in government and non-profit financial management, with leadership experience at the US Army and CDC.
Paul Vyas,
Business Consultant
With 11+ years of experience at global Fortune 500 companies, Paul advises clients across industries on accounting, tax compliance, and AI solutions. He enjoys family time and listening to podcasts.
