Carolina Accounting & Tax Solutions: Strategic Guidance for Raleigh Small Businesses

Serving the Raleigh, North Carolina business community since at least 1995, Carolina Accounting & Tax Solutions operates with a distinct mission: to empower small businesses by providing them access to the same caliber of strategic financial guidance and expert advice typically reserved for much larger corporations. They position themselves as dedicated partners committed to understanding the unique challenges and opportunities faced by small enterprises in the Raleigh area. Their core philosophy emphasizes a deeply client-focused approach, characterized by actively listening to specific needs and consistently delivering prompt, personalized, and highly professional services. The team at Carolina Accounting & Tax Solutions is committed to continuous professional development, ensuring their expertise remains sharply current with ever-changing tax laws and financial reporting requirements, thereby offering clients reliable and forward-thinking counsel.

Carolina Accounting & Tax Solutions offers a comprehensive “Circle of Services,” functioning as a convenient and efficient one-stop shop for the diverse financial needs of small businesses. This integrated suite includes expert accounting, meticulous bookkeeping, accurate tax preparation, insightful business counseling, and dependable payroll services. By covering this full spectrum, they provide a holistic financial management solution, eliminating the need for businesses to juggle multiple service providers. Underpinning their service delivery is the firm belief, supported by client experiences, that readily available, accurate financial information is absolutely essential for making sound strategic decisions and fostering sustainable business growth. They equip Raleigh’s small business owners with the critical financial insights and comprehensive support necessary to navigate complexities effectively, achieve compliance confidently, and ultimately reach their unique business goals.

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3.0
4 reviews
  • Marshall Evans
    Marshall Evans
    7 years ago

    I engaged Carolina Tax and Accounting Solution (formerly C-Accounting Solutions) over one year ago to do forensic accounting, re-file several years of taxes, and file new taxes. I paid $3000 to this firm. I called repeatedly over the year and asked for updates. They never produced any work or got anything done. They refused to call me back. Because of their failure to produce anything I was unable to get health insurance under the ACA for 2 years for myself and my family. They repeatedly called my elderly mother, who is a partner in my company, despite my requests they do not call her and speak with me as I am the CEO and Principle. They refused to call me. Eventually I got a call from the rep assigned to me from the company and she admitted fault saying "We failed you". Still the owner Joanna Hoffman has refused to return my documents, return my phone calls, or return my money. They refuse all communication. I would not recommend ANY business engage this firm. They do not care. They are disorganized and do not care what material harm they caused me, my mother, or my business. Do not do business with this company or you risk your own financial and mental health.

  • Bryan Schoch
    Bryan Schoch
    6 years ago

    Worst possible experience you could imagine. I had them as my accountant for a little over two years and they did little to nothing. I paid a $125 monthly fee for them to keep my books on a monthly basis. Found out at tax time last year that my books weren't up to date like they said. I gave them all my tax papers in early February and it took them until August to get them done because it took them that long to get my books up to date. They assured me that things would be different from there forward. Well, this year same thing. I had all my tax papers to them by the end of February and found out my books weren't current yet again. After MANY emails and promises of "end of business tomorrow" I finally got them done the last week of August. Then they had the audacity to charge me full price for my returns, business and personal, for almost $1000. They refused to e-file my returns until I paid them. I would never use these people again, and wouldn't recommend them to anyone. If you like having books that are not up to date and throwing your money at a useless service, then be my guest. I'm positive there are a hundred other companies out there that can do better work. I'm sure my 11 year old son could be just as useful.

  • Carrie Peele
    Carrie Peele
    8 years ago

    Carolina Accounting & Tax Solution is a great accounting firm. Joanna is an expert and can help your company with your tax filings! Dora the office manager is a delight to work with. So friendly and helpful.

  • JENNIFER BUNTING
    JENNIFER BUNTING
    6 years ago

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