Business Details
36 Years
experience
Your Trusted Partner for Accounting Solutions in Charlotte
Since 1990, Parsons CPA has been a trusted accounting and consulting firm in Charlotte, NC, dedicated to helping privately owned companies and small businesses achieve financial success. Our proactive approach combines personalized service with comprehensive expertise in accounting, tax planning, business consulting, and financial advisory. With decades of combined experience, our team of certified professionals delivers tailored solutions to address complex financial challenges while maintaining a strong focus on year-round client support.We specialize in business succession planning, estate planning, financial audits, and QuickBooks optimization, ensuring clients maximize profitability and compliance. Our commitment to excellence is reflected in our collaborative approach, working alongside entrepreneurs to develop strategic growth plans and implement efficient accounting systems. By prioritizing clear communication and deep industry knowledge, we empower business owners to make informed decisions that drive long-term success.
Services
Accounting Services
Tax Planning
Business Consulting
Audits Reviews Compilations
QuickBooks Setup
Estate Planning
Financial Planning
IRS Representation
Payroll Services
Business Succession Planning
Details
- Year established: 1990
Highlights and features
- We offer proactive accounting services tailored to small business needs.
- Our team includes certified CPAs with decades of combined experience.
- We provide personalized financial guidance and year-round client support.
- We specialize in business succession planning and estate tax minimization.
- We collaborate with a network of advisors to deliver comprehensive solutions.
Services
Accounting Services
Our accounting services include general ledger maintenance, financial statement preparation, and payroll processing. We help businesses maintain accurate records while ensuring compliance with tax regulations. Our proactive approach enables clients to focus on growth while we handle financial operations with precision and transparency.
Tax Services
We provide comprehensive tax preparation and strategic planning for businesses and individuals. Our expertise in tax code allows clients to minimize liabilities while maximizing savings. We specialize in business tax elections, estate tax reduction, and IRS audit representation to protect our clients' financial interests.
Business Consulting
Our business consulting services focus on growth strategy, entity selection, and financial planning. We help owners identify profitability challenges and implement solutions tailored to their industry. With personalized guidance, we support long-term business sustainability and succession planning.
Audits Reviews Compilations
We offer three levels of financial reporting assurance including audits, reviews, and compilations. Our services meet stakeholder requirements while providing actionable insights for business improvement. We ensure compliance with accounting standards and deliver reports that enhance financial transparency.
QuickBooks Setup
As QuickBooks Certified ProAdvisors, we optimize accounting systems for efficiency. Our setup services ensure proper configuration for accurate financial tracking. We train clients to maximize software features while integrating systems that streamline business operations and reporting capabilities.
People
Clayton S. Parsons, III
CEO - President
With over 30 years of experience, Clayton leads Parsons CPA as a licensed CPA, PFS, and CCIFP professional. He specializes in strategic financial planning and business consulting for privately held companies.
Alisa M. Johnson
Partner
Alisa brings extensive expertise in accounting and client relations, focusing on delivering tailored financial solutions to small businesses and individuals in the Charlotte area.
Jonathan B. Dean
Partner
Jonathan specializes in business consulting and tax strategy, leveraging his CPA credentials to help clients optimize financial operations and achieve long-term growth objectives.
Marjorie Ann Dawson
Principal
Marjorie focuses on financial planning and estate tax minimization, providing personalized guidance to individuals and families seeking to protect and grow their wealth.
David Higginbotham
Senior Manager II
David oversees complex accounting engagements, combining technical expertise with practical solutions to support business clients in meeting their financial reporting requirements.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, and accounting system setup tailored to small business needs.
How can your firm help reduce my business tax liability?
Our tax professionals identify deductions, optimize tax elections, and implement year-round strategies to minimize liabilities while ensuring compliance.
Do you offer QuickBooks support and training?
Yes, we provide QuickBooks setup, optimization, and training to help businesses maximize software capabilities for efficient financial management.
What happens if I receive an IRS audit notice?
Our team represents clients during IRS audits, handling communication and documentation to resolve issues while protecting your financial interests.
How do you assist with business succession planning?
We develop customized succession plans that address ownership transition, tax implications, and long-term business sustainability strategies.
