Business Details
22 Years
experience
Trusted Accounting Services in Lake Wylie, SC
Epping and Associates is a premier Charlotte-based CPA firm with over two decades of experience serving local businesses, individuals, and international corporations. Our team of seasoned professionals brings over 75 years of collective expertise, including Big Four tax and audit experience, as well as CFO roles in public and private manufacturing companies. Unlike traditional firms that delegate work to junior staff, we prioritize direct collaboration between our highly experienced CPAs and clients, ensuring a deep understanding of each client's unique needs. This approach enables us to identify tax-saving opportunities and avoid potential pitfalls while maintaining compliance with evolving regulations. We specialize in international business tax services, business tax and accounting, individual tax planning, and support for not-for-profit organizations.Our clients benefit from personalized attention, strategic guidance, and a commitment to delivering tailored solutions that align with their financial goals. With a focus on transparency and long-term relationships, we act as an extension of our clients' teams, providing the expertise of large firms with the personal touch of a locally owned practice. Our services extend to accounting for mergers and acquisitions, income tax provisions, payroll processing, and specialized support for U.S.-based operations of international companies. We pride ourselves on staying ahead of tax developments to proactively advise clients, as evidenced by our in-house newsletter and continuous education. This combination of experience, direct engagement, and comprehensive service makes us a trusted partner for businesses navigating complex financial landscapes.
Services
International Business Tax Services
Business Tax and Accounting
Individual Tax Planning
Not-for-profit Foundations Support
Mergers and Acquisitions Accounting
Payroll Tax Compliance
R&D Tax Credit Studies
Transfer Pricing Analysis
Income Tax Provisions
IRS Audit Representation
Details
- Year established: 2004
Highlights and features
- We have over 75 years of collective experience including Big Four tax and audit expertise
- Our seasoned professionals work directly with clients rather than supervising junior staff
- Specialized knowledge in international business tax compliance and cross-border transactions
- Personalized service model tailored to each client's unique business needs
- Proven track record serving multinational organizations and local entrepreneurs since 2004
Associations and certifications
- CPAs
What people say
Personalized attention
Extensive knowledge
Prompt response times
Strategic guidance
Deep understanding of client needs
Services
International Business Tax Services
We provide comprehensive tax solutions for multinational organizations operating in the United States. Our services include tax registration guidance, cross-border transaction structuring, and compliance with federal and state reporting requirements. Our team specializes in helping foreign companies establish U.S. operations while maintaining compliance with complex international tax regulations.
Business Tax and Accounting
Our business tax services cover federal, state, and international income tax planning, merger and acquisition support, and payroll tax compliance. We offer tailored accounting solutions for companies of all sizes, including specialized support for U.S.-based operations of international businesses and limited-scope accounting for holding companies.
Individual Tax Planning
We deliver customized tax planning solutions for individuals with complex financial situations. Our services include annual income tax filing, estimated tax payment planning, and strategic advice on tax implications of financial decisions for high-net-worth individuals and business owners.
Not-for-profit Foundations
Our nonprofit services include federal and state tax compliance, grant monitoring, and accounting record maintenance for private foundations. We help organizations navigate complex IRS reporting requirements while maintaining their tax-exempt status and compliance with regulatory standards.
Transfer Pricing Studies
We conduct detailed transfer pricing analyses for multinational companies engaged in cross-border transactions. Our studies ensure compliance with IRS regulations while optimizing tax efficiency for affiliated companies conducting business between U.S. and foreign entities.
People
Jerry Epping
CPA
With decades of experience in public accounting, Jerry Epping provides expert tax and accounting guidance to businesses and individuals. His extensive background includes leadership roles in complex tax compliance and strategic financial planning.
Julie Key
CPA
Julie Key brings specialized expertise in corporate tax compliance and international tax regulations. Her experience includes working with multinational organizations to optimize tax strategies while maintaining regulatory compliance across multiple jurisdictions.
Victor DiTommaso
CPA
Victor DiTommaso offers comprehensive tax planning solutions for businesses and high-net-worth individuals. His background includes extensive work with foreign companies establishing U.S. operations and navigating complex tax compliance requirements.
Questions
What international tax services do you offer?
We provide comprehensive international tax compliance, cross-border transaction structuring, and U.S. market entry support for foreign companies.
How does your firm differ from larger accounting firms?
Our experienced CPAs work directly with clients, offering personalized service while maintaining the technical expertise of Big Four firms.
Do you work with small business owners?
Yes, we serve family-owned businesses and entrepreneurs with tailored tax planning and accounting solutions.
What experience do you have with nonprofit organizations?
We specialize in nonprofit tax compliance, grant monitoring, and IRS reporting requirements for private foundations.
