Business Details
27 Years
experience
Professional Tax & Accounting Services in Fort Mill, SC
Newton CPA has been delivering professional tax and accounting services since 1999, prioritizing efficiency, ethical standards, and client satisfaction. Our team specializes in individual and business tax preparation, IRS representation, and strategic tax planning, leveraging decades of combined experience to navigate complex tax codes. We utilize advanced technology to streamline processes while maintaining personalized service, ensuring clients receive accurate, timely solutions tailored to their unique needs.Our commitment to continuous education keeps us ahead of evolving tax regulations, allowing us to maximize savings and minimize liabilities for clients across multiple states. With a focus on transparency and integrity, we safeguard confidential information and advocate for clients during IRS audits, consistently demonstrating expertise that has earned us long-term trust and recognition in the industry.
Services
Tax Preparation
IRS Representation
Bookkeeping Services
Tax Planning
Business Valuations
Details
- Year established: 1999
Highlights and features
- We offer 25+ years of experience in tax and accounting services since 1999.
- Our team specializes in IRS audit representation and complex tax resolution.
- Personalized service with direct communication from CPAs to clients.
- Proactive tax planning strategies to maximize savings and minimize liabilities.
- Licensed professionals in both North and South Carolina for regional expertise.
Associations and certifications
- NC CPA #25925
- SC CPA #8115
What people say
Proactive tax planning
IRS audit success
Personalized communication
Multi-state expertise
Professional team
Services
Tax Preparation
We prepare individual and business tax returns with meticulous attention to detail, ensuring compliance with federal and state regulations. Our CPAs analyze deductions, credits, and filing statuses to optimize refunds while maintaining accuracy. Clients receive clear explanations of their returns and proactive advice for future tax years.
IRS Representation
Our team advocates for clients during IRS audits, leveraging deep knowledge of tax codes to resolve disputes efficiently. We handle communication, documentation, and negotiations to minimize liabilities and achieve favorable outcomes. This service includes representation for both current and prior-year returns.
Bookkeeping Services
We manage bookkeeping using QuickBooks to maintain organized financial records for businesses. Services include transaction categorization, bank reconciliations, and financial reporting to support informed decision-making. Our systems ensure year-round readiness for tax filings and audits.
Tax Planning
Proactive tax planning identifies legal opportunities to reduce liabilities through deductions, credits, and structural adjustments. We analyze clients' financial situations annually to implement strategies that align with long-term goals while ensuring compliance with evolving tax laws.
Business Valuations
We provide accurate business valuations for mergers, acquisitions, or succession planning. Our analysis considers financial performance, market conditions, and industry benchmarks to determine fair market value. This service supports strategic decisions and financing requirements.
People
Randall C. Newton
Owner/CPA
Randy Newton, a licensed CPA since 1998, founded Newton CPA in 1999. He specializes in tax planning, IRS representation, and business valuations, advocating for clients through complex tax issues. He volunteers at Myers Park Presbyterian Church and enjoys hiking and mountain biking.
Matthew P. Mercurio
Partner/Tax Manager
Matthew Mercurio joined Newton CPA in 2011 and became a co-owner, managing tax services and client care. He focuses on individual and small business tax needs, emphasizing client education and future preparedness. He resides in Fort Mill with his family.
Allison Riddle
Office Manager
Allison Riddle oversees office operations and client communications, known for her responsiveness and dedication. She manages scheduling, document coordination, and client inquiries, ensuring seamless service delivery for Newton CPA's clientele.
Kayla Mercurio
Bookkeeper
Kayla Mercurio provides bookkeeping expertise, maintaining accurate financial records and supporting tax preparation processes. Her attention to detail ensures clients' financial data remains organized and audit-ready throughout the year.
Jesse Riddle
Bookkeeper/Tax Executive
Jesse Riddle assists with bookkeeping and tax preparation, combining technical skills with client-focused service. He ensures timely processing of financial documents and supports complex tax filings for individuals and businesses.
Questions
What services does Newton CPA offer?
We provide tax preparation, IRS representation, bookkeeping, tax planning, business valuations, and multi-state filing services for individuals and businesses.
Are you licensed in North and South Carolina?
Yes, our CPAs hold active licenses in both North Carolina (NC CPA #25925) and South Carolina (SC CPA #8115).
What tax deadlines should I know?
Corporate returns are due by March 15; individual returns by April 15. Contact us early to avoid extension requirements.
Can you help with IRS audits?
Yes, our team specializes in IRS and state audit representation, resolving disputes while minimizing liabilities for clients.
Do you offer year-round tax planning?
Yes, we provide proactive tax planning throughout the year to optimize savings and ensure compliance with changing regulations.
