SwanickCPA PLLC offers personal services for your accounting, tax and financial needs. Let us help you with:

Accounting & Bookkeeping

Periodic bookkeeping services for your company, tailored to your needs. Can include Accounts Payable/Accounts Receivable processing, payroll management, bank reconciliations, and issuance of financials.  We can also take your existing books and bring them up to presentation-quality for banks, investors, and owners.

Tax Return Preparation

Tax return preparation for personal or business taxes by a licensed CPA. Can also include amended returns, IRS correspondence, tax planning, and management of quarterly Estimated Tax Payments. Rate is per hour. Discounts available for multiple services.

Consulting/Fractional CFO

Ever wish you had a high-level accounting/finance employee off whom you can bounce ideas, but you couldn't justify a six-figure salary for such an employee? If so, let us help with starting, growing, or consolidating your business, managing cash flow, shopping insurance or banking relationships, or making financial decisions.


We have two offices for your convenience:

112 S. Old Statesville Road, Suite 112, Huntersville, NC 28078

809 W. Hill Street, Suite C, Charlotte, NC 28208

At SwanickCPA PLLC, we know that the accounting needs for each business or family are unique. We are here to learn more about your needs and concerns and we offer a free quote on regular or one-time accounting services. Call us at (704) 375-6420  for more information or go to our website to fill out a request for a free quote!