Our Strength. Your Numbers.
At Upstate CPAs, PA, we believe that building strong relationships with our clients is the key to successful financial planning. We understand that every individual and business has unique goals and circumstances, and we strive to provide personalized services to meet those needs. Our team of experienced accountants, tax professionals, and financial advisors is dedicated to helping you achieve your financial objectives.
Our History
Our firm was established in Spartanburg, South Carolina, with the goal of providing exceptional accounting, tax, and consulting services to individuals and businesses in the Upstate region. Over the years, we have grown and expanded our services to meet the evolving needs of our clients.
Our Services
Our team offers a wide range of services, including:
For Individuals
- Personal Financial Planning
- Retirement Planning
- Estate Planning
- Wealth Management
For Businesses
- Small Business Accounting
- Bookkeeping Services
- Payroll Services
- Part-Time CFO Services
- Audits, Reviews, and Compilations
- Forensic Accounting
- Cash Flow Management
- Bank Financing
- Business Valuation
- Business Advisory Services
- Financial Planning for Businesses
- Succession Planning
- New Business Formation
- Non-Profit Organizations
- Internal Controls
- Litigation Support
Tax Services
- Individual Tax Preparation
- Tax Planning
- Estate & Trust Tax Services
- Cryptocurrency Accounting Services
- Tax Relief
- IRS Audit Representation
- Non-Filed Tax Returns
- Back Taxes Owed
- Payroll Tax Problems
- IRS Liens
- IRS Levies
- IRS Wage Garnishment
- IRS Seizures
- IRS Payment Plan
- Offer in Compromise
- Bankruptcy
- Innocent Spouse Relief
QuickBooks Solutions
- Services for QuickBooks
- Setup for QuickBooks
- Training for QuickBooks
- Answers to QuickBooks Questions
- Tune-up for QuickBooks
- Tips for QuickBooks Users
Industries We Serve
- Construction
- Dentists
- Healthcare
- Hospitality
- Law Firms
- Manufacturers
- Real Estate
What Sets Us Apart
At Upstate CPAs, PA, we pride ourselves on our personalized approach to financial planning and taxation. We take the time to understand our clients' unique needs and goals, and we work closely with them to develop customized solutions. Our team of experts has extensive knowledge and experience in all areas of accounting, taxation, and consulting, and we strive to provide exceptional service to every client.
Our Commitment to You
We are committed to building lasting relationships with our clients and to providing exceptional service that exceeds their expectations. We will work closely with you to understand your financial goals and develop a personalized plan to help you achieve them. We will also provide you with regular updates and communication throughout the year to ensure that you are always informed and satisfied with our services.
Contact Us
If you have any questions or would like to schedule a consultation, please do not hesitate to contact us. We would be delighted to discuss how we can help you achieve your financial goals.
Overall Experience
The reviews of Upstate CPAs are overwhelmingly positive, with all but one reviewer giving the company 5-star ratings. The reviewers praise the company's professionalism, responsiveness, and expertise in handling a variety of accounting and tax needs. They laud the staff's ability to go above and beyond to ensure client satisfaction, and many mention specific staff members who have provided excellent service.
Communication and Responsiveness
Reviewers praise the company's prompt and professional communication, with several mentioning that the staff is quick to respond to phone calls and emails. A few reviewers mention that they appreciate the company's proactive approach to contacting them to request necessary information or to remind them of upcoming deadlines.
Expertise and Knowledge
The reviewers consistently praise the company's expertise and knowledge in handling accounting and tax matters. They appreciate the staff's ability to provide personalized attention and tailored solutions to their specific needs.
Issues with Communication
One reviewer, Michael M., had a negative experience with the company, citing poor communication and lack of response to his requests. He expresses concerns about the company's attention to detail and lack of trust in their ability to handle his business accounting and tax needs.
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