Business Details
15 Years
experience
Professional Accounting & Tax Services in Spartanburg
Upstate CPAs has been providing professional accounting, tax, and consulting services to individuals and businesses in Spartanburg, SC, and surrounding areas for over a decade. Our firm combines deep industry expertise with personalized service, focusing on building lasting relationships to understand clients' unique financial goals. We specialize in tax preparation, business accounting, financial planning, and QuickBooks support, ensuring compliance with evolving regulations while maximizing savings. Our team of certified professionals brings decades of combined experience in strategic business planning, audit services, and tax relief solutions.We prioritize transparency, reliability, and client education, offering tailored advice to navigate complex financial challenges. With a commitment to excellence, we serve diverse industries including healthcare, law, real estate, and manufacturing. Our dedication to continuous improvement and client-centric approach has earned us long-term trust and recognition as a leading accounting firm in the region.
Services
Tax Preparation
Business Accounting
QuickBooks Support
Financial Planning
Tax Relief Services
Details
- Year established: 2011
Highlights and features
- We offer 20+ years of combined experience in tax and accounting services.
- Our team provides personalized financial planning tailored to individual needs.
- We specialize in QuickBooks setup, training, and optimization for businesses.
- Our firm offers IRS audit representation and tax relief solutions.
- We serve diverse industries including healthcare, law, and manufacturing.
Associations and certifications
- CPA (Certified Public Accountant)
What people say
Professional and reliable
Saved considerable money
Quick to respond
Extremely knowledgeable
Awesome service
Services
Tax Preparation
Comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal and state regulations. Our experts maximize deductions and credits while minimizing liabilities. We handle complex returns including foreign income and cryptocurrency reporting.
Business Accounting
Full-service accounting solutions for small to mid-sized businesses, including payroll, financial statements, and internal controls. We provide part-time CFO services and cash flow management to support sustainable growth.
QuickBooks Support
QuickBooks setup, customization, and training tailored to business needs. We offer system tune-ups, transaction reviews, and cloud-based solutions to streamline financial operations and improve efficiency.
Tax Relief Services
Specialized assistance for tax debt resolution, including IRS audit representation, lien/levy releases, and offer-in-compromise programs. We negotiate payment plans and address back taxes owed with discreet, efficient solutions.
Financial Planning
Personalized financial planning for retirement, estate, and wealth management. Our strategies focus on risk management, asset preservation, and achieving long-term financial goals through customized advisory services.
People
Bharti Mathur
Managing Partner
CPA with 20+ years of experience in strategic business planning and tax compliance. Specializes in serving family-owned businesses and non-profits, providing audit and attestation services.
Salil Mathur
Partner
Tax expert with 10+ years of experience in individual tax, payroll, and accounting. Focuses on business development and client goal achievement through tailored financial strategies.
Christine E. O'Connor
Tax & Accounting Manager
25+ years of experience in taxation and accounting. Licensed CPA in North and South Carolina, specializing in corporate tax returns, audits, and financial process optimization for small to mid-sized businesses.
Kim Johnson
Senior Staff Accountant
15+ years of public accounting experience with expertise in QuickBooks, bookkeeping, and financial statement preparation. Manages day-to-day accounting operations for business clients.
Aimee Johnson
Office Manager
25+ years of client relations experience in insurance and real estate. Coordinates client scheduling, file management, and communications as the firm's primary client contact.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial statements, internal controls assessment, and part-time CFO services tailored to small business needs.
Do you handle complex tax situations like foreign income?
Yes, our team specializes in expatriate tax returns and complex scenarios, including overseas income and cryptocurrency tax reporting.
Can you help with IRS tax debt problems?
We offer IRS audit representation, lien/levy resolution, payment plans, and offer-in-compromise programs to resolve tax debt issues.
Do you provide QuickBooks training and support?
Yes, we offer QuickBooks setup, customization, employee training, and system tune-ups for businesses using desktop or cloud versions.
What industries do you specialize in?
We serve healthcare providers, law firms, real estate professionals, manufacturers, and non-profit organizations with industry-specific accounting solutions.
