We are a premier Charlotte-based CPA firm located in Lake Wylie, SC that has been in business over twenty years, serving businesses and individuals in the Carolinas as well as nationally and internationally. We provide our clients a unique blend of highly relevant experience and personal service. Most CPA firms are designed to "leverage" their professional staff so that most of the work is done by new or lightly experienced accountants and reviewed by more seasoned professionals.
Our firm does not embrace this model. What distinguishes Epping and Associates, CPAs, PA is that we have highly experienced professionals working directly with our clients, not merely supervising and reviewing the work of inexperienced staff. We come to a greater understanding of our clients than is available only through periodic meetings or reviewing the work of others.
This results in an increased ability to recognize tax saving opportunities or expensive tax pitfalls that need to be avoided or corrected. Our shareholders collectively possess over 75 years of experience including extensive "Big Four" tax and audit experience as well as CFO experience in public and private manufacturing companies.
Our firm does not embrace this model. What distinguishes Epping and Associates, CPAs, PA is that we have highly experienced professionals working directly with our clients, not merely supervising and reviewing the work of inexperienced staff. We come to a greater understanding of our clients than is available only through periodic meetings or reviewing the work of others.
This results in an increased ability to recognize tax saving opportunities or expensive tax pitfalls that need to be avoided or corrected. Our shareholders collectively possess over 75 years of experience including extensive "Big Four" tax and audit experience as well as CFO experience in public and private manufacturing companies.
Services
Jerry has over forty years of experience as a certified public accountant.
Most of those years he has specialized in tax as a tax partner with a national CPA firm and the past twenty years as head of Epping and Associates.
His experience includes working with manufacturing and distribution companies, real estate and construction companies, and not for profits.
Jerry has worked extensively with multi-national companies as well as closely-held family companies.
Jerry has participated on multiple due diligence teams involved with millions of dollars of corporate acquisitions over the years.
Most of those years he has specialized in tax as a tax partner with a national CPA firm and the past twenty years as head of Epping and Associates.
His experience includes working with manufacturing and distribution companies, real estate and construction companies, and not for profits.
Jerry has worked extensively with multi-national companies as well as closely-held family companies.
Jerry has participated on multiple due diligence teams involved with millions of dollars of corporate acquisitions over the years.
We provide individual income tax services to assist people in filing their annual income taxes, make estimated tax payments throughout the year and consider the tax implications of financial decisions.
Our clients value the personal attention we provide them as well as our informed advice.
At Epping and Associates, we believe in relationships.
We have many clients that have been with the firm since its inception.
It is important to us that we understand each client's circumstances in order to provide the most comprehensive tax solutions possible.
Our clients value the personal attention we provide them as well as our informed advice.
At Epping and Associates, we believe in relationships.
We have many clients that have been with the firm since its inception.
It is important to us that we understand each client's circumstances in order to provide the most comprehensive tax solutions possible.
Assistance addressing accounting for income tax uncertainties (ASC 740, formerly FIN 48);.
Due to our expertise and approach to client service, for several clients we serve as their "in-house tax department".
We love the business of business and go out of our way to learn our clients' businesses and apply our experience and knowledge to their challenges and opportunities.
We provide accounting services to several of our international clients that have U.S.-based operations, including those that are just starting up in the U.S. or have limited transactions such as holding companies and finance companies.
Due to our expertise and approach to client service, for several clients we serve as their "in-house tax department".
We love the business of business and go out of our way to learn our clients' businesses and apply our experience and knowledge to their challenges and opportunities.
We provide accounting services to several of our international clients that have U.S.-based operations, including those that are just starting up in the U.S. or have limited transactions such as holding companies and finance companies.
Not-for-profit organizations enjoy tax-favored status.
Not only are they untaxed on the operating results related to their underlying mission, but in many instances contributions made to these organizations are tax-deductible by their contributors.
Unfortunately, due to past abuses the IRS has significantly expanded the information required to be submitted by not-for-profit organizations as part of their annual tax reporting.
At Epping and Associates, we assist not-for-profit organizations and private foundations with their federal and state tax reporting requirements.
Not only are they untaxed on the operating results related to their underlying mission, but in many instances contributions made to these organizations are tax-deductible by their contributors.
Unfortunately, due to past abuses the IRS has significantly expanded the information required to be submitted by not-for-profit organizations as part of their annual tax reporting.
At Epping and Associates, we assist not-for-profit organizations and private foundations with their federal and state tax reporting requirements.
Manufacturing activity is growing within the United States and particularly the Carolinas.
Costs of doing business within developing countries are rising and many companies have learned that running a supply chain that stretches half-way around the world makes it difficult to respond to customers.
Not only are businesses slowly starting to bring back manufacturing outsourced overseas, but companies based around the globe continue to invest in the United States where they can be close to their markets.
Costs of doing business within developing countries are rising and many companies have learned that running a supply chain that stretches half-way around the world makes it difficult to respond to customers.
Not only are businesses slowly starting to bring back manufacturing outsourced overseas, but companies based around the globe continue to invest in the United States where they can be close to their markets.
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