Business Details
Trusted Accounting, Tax, and Consulting Services in Spartanburg, SC
At Upstate CPAs PA, we pride ourselves on delivering exceptional accounting, tax, and consulting services tailored to meet the unique needs of our clients. With decades of combined experience, our team of certified professionals is dedicated to building lasting relationships by prioritizing personalized solutions and proactive financial guidance. Our expertise spans individual and business tax preparation, forensic accounting, cash flow management, and strategic financial planning, ensuring clients receive comprehensive support for both immediate and long-term goals. We emphasize transparency, ethical practices, and continuous communication, empowering clients to make informed decisions with confidence.Recognized for our reliability and client-centric approach, we serve individuals, small businesses, and industries such as healthcare, construction, and real estate. Our commitment to excellence is reflected in our track record of helping clients navigate complex tax codes, resolve IRS issues, and optimize financial health. By leveraging advanced tools like QuickBooks and staying current with evolving regulations, we provide innovative, efficient solutions that drive growth and success for our clients.
Services
Tax Preparation
IRS Audit Representation
QuickBooks Support
Financial Planning
Payroll Services
Forensic Accounting
Business Valuation
Cryptocurrency Accounting
Estate Planning
Internal Controls
Highlights and features
- We offer decades of experience in accounting and tax services for individuals and businesses.
- Our team provides personalized, client-centric solutions tailored to unique financial needs.
- Expertise in resolving IRS audits, tax relief, and complex compliance requirements.
- Specialized QuickBooks setup, training, and accounting system optimization services.
- Proven track record of saving clients time, money, and stress through proactive planning.
What people say
Professional, reliable, accessible
Saved considerable money and stress
Quick to respond, extremely knowledgeable
Competitively priced, awesome service
Resolved overseas tax complexities
Services
Tax Preparation
We prepare individual and business tax returns with precision, ensuring compliance with evolving regulations. Our team identifies deductions and credits to minimize liabilities while avoiding penalties. Clients benefit from proactive planning to optimize future filings.
IRS Audit Representation
Our experts represent clients during IRS audits, resolving disputes and negotiating settlements. We address liens, levies, and payment plans to reduce financial stress. Services include back tax filings and innocent spouse relief.
QuickBooks Support
We offer QuickBooks setup, training, and system optimization for businesses. Our team customizes software to streamline financial processes, ensuring accurate reporting and efficient cash flow management for small to mid-sized companies.
Financial Planning
We develop personalized financial plans for individuals and businesses, covering retirement, estate planning, and investment strategies. Our goal is to ensure long-term financial stability and growth through tailored advisory services.
Forensic Accounting
Our forensic accounting services investigate financial discrepancies, fraud, and litigation-related disputes. We provide expert analysis and court-ready reports to support legal cases, ensuring clarity and compliance with regulatory standards.
People
Bharti Mathur
CPA
Bharti Mathur is a certified public accountant with extensive experience in tax preparation and financial planning. She specializes in resolving complex tax issues and has earned recognition for her client-focused approach and expertise in individual and business tax strategies.
Salil Mathur
CPA
Salil Mathur brings deep expertise in accounting and business advisory services. He works closely with clients to optimize financial operations, offering strategic guidance on cash flow management, payroll, and compliance for small businesses and industries.
Kim Johnson
Accountant
Kim Johnson specializes in business tax services and QuickBooks support. With a focus on accuracy and efficiency, she helps clients streamline accounting processes and maintain compliance, earning praise for her responsiveness and technical proficiency.
Aimee Johnson
Communications Director
Aimee Johnson manages client communications and operational coordination. Known for her exceptional organizational skills, she ensures seamless interactions between clients and the accounting team, enhancing overall service delivery and client satisfaction.
Christine E. O'Connor
CPA, MST
Christine E. O'Connor specializes in advanced tax planning and compliance. Her expertise in estate planning and international tax matters provides critical support for clients with complex financial needs, combining technical knowledge with personalized service.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, cash flow management, bank financing, and business advisory services tailored to small businesses.
Do you handle IRS audit representation?
Yes, we offer expert IRS audit representation and tax relief services to resolve liens, levies, and back tax issues.
Can you assist with QuickBooks setup and training?
We offer QuickBooks setup, customization, employee training, and system tune-ups for businesses.
What industries do you specialize in?
We specialize in accounting for construction, healthcare, law firms, real estate, and manufacturing industries.
Do you provide personal tax preparation services?
Yes, we handle individual tax preparation, retirement planning, estate planning, and wealth management.
