Epping and Associates, CPAs, P.A. is a premier Charlotte-based CPA firm located in Lake Wylie, SC, with a rich history of over twenty years of serving local businesses, individuals, and international corporations. Our team of experienced professionals is dedicated to providing a unique blend of highly relevant experience and personal service to our clients.
Our Story
Our shareholders collectively possess over 75 years of experience in CPA solutions and services, including extensive "Big Four" tax and audit experience as well as CFO experience in public and private manufacturing companies. What sets us apart from other CPA firms is our commitment to having highly experienced professionals working directly with our clients, rather than merely supervising and reviewing the work of inexperienced staff. This approach allows us to develop a deeper understanding of our clients' needs and provide them with tailored solutions that maximize their tax benefits and minimize their tax burden.
Our Services
We offer a wide range of services designed to meet the unique needs of our clients. Our international and domestic tax services include:
International Business Tax Services
We serve multinational organizations that utilize holding companies, domestic reporting requirements, due diligence, and more. Our expertise in international tax planning and compliance helps businesses minimize their tax liability and ensure compliance with current regulations.
Business Tax & Accounting Services
We support businesses with a full suite of accounting and tax-related services, including financial statement preparation, audit representation, and tax planning and compliance.
Individual Tax Planning & Compliance
We provide personalized tax planning and compliance strategies to help individuals minimize their tax burden and ensure compliance with current regulations.
Non-Profit & Private Foundations
We have expertise in setup and reporting for organizations that may be tax-exempt. Our team is well-versed in the complex rules and regulations surrounding non-profit and private foundations, ensuring that our clients can focus on their mission while we handle the accounting and tax requirements.
What Our Clients Say
We pride ourselves on our exceptional client service and dedication to our clients' success. Here's what a few of our satisfied clients have to say about us:
Testimonials
"We run several businesses and have had some unique circumstances. Companies owning others, sales of portfolio brands, assets and companies, internal and external company partnerships, etc. Epping and Associates have been the best CPAs we have had in the past 10 years as they strive to understand not only our current needs, but also our goals, and help us structure our businesses accordingly. "- Adam O.
"We were called back right away and set up an appointment with Vic. He is very friendly and quickly picked up our story as new residents and honed in on to important details. He has a vast of knowledge and is willing to work on the best tax options for your situation. He will be our CPA from now on! Thanks Vic!" - Melissa G.
"Very personal! They care about your needs." - Bethann Rohaly
Meet Our Team
Our team of experienced professionals is dedicated to providing exceptional service and expertise to our clients. Meet our partners, Jerry Epping CPA, Julie Key CPA, and Victor DiTommaso CPA, who bring their collective expertise and experience to every client interaction.
Overall Experience
Reviewers have consistently rated their experience with Epping and Associates as outstanding, with a focus on exceptional service, professionalism, and personalized care.
Strengths
- Expertise and Knowledge: Reviewers praised the firm's expertise and knowledge in tax preparation and advising, particularly in complex situations involving multiple small businesses.
- Responsiveness: The firm's quick response to inquiries and appointments was noted as a significant strength.
- Personalized Service: Reviewers appreciated the personalized care and attention to their specific needs, with one reviewer describing the service as "very personal."
Key Strengths of Victor DiTommaso
- Friendly and Approachable: Reviewers praised Victor DiTommaso's friendly demeanor, making them feel comfortable and at ease.
- Knowledge and Expertise: Victor's vast knowledge of tax options and his willingness to work on the best solution for each client's situation were highlighted as significant strengths.
