Charlotte CPA Firm
First Class Advisory Service from Your Charlotte CPA
At Dark Horse CPAs, we focus on advisory first. Having a 1-to-1 relationship with our clients is the most important element of every engagement. Whether you need tax, accounting or wealth planning, our team of CPAs and Wealth Advisors are focused on ensuring we are maximizing your Tax Strategy, minimizing your tax burden, ensuring your accounting function is operating the way it should, so that you don't get "surprised" throughout the year.
As a former Partner at a top 50 accounting firm, I deeply value the unique approach Dark Horse takes to support both clients and staff. The unparalleled autonomy, support, and collaboration within the team enable me to fully focus on my engagements and deliver an extraordinary level of service to my clients—beyond what I ever thought possible.
89%
Net Promoter Score
The average NPS for accounting firms is 38%. At Dark Horse, 89% of our clients would recommend us to a friend.
Net Promoter Score
Companies use this metric to gauge how happy their customers are with their services. It's calculated by taking the percentage of "promoters" minus the % of "detractors. "The average NPS score for the accounting industry is 39%, less than the DMV! We believe it's important to share that we have successfully fulfilled our promise to WOW clients and consistently monitor this metric to ensure we continue to deliver on the highest level.
350+
5-Star Reviews
Our Google and Yelp reviews speak for themselves. Our goal is to provide 5-star service to every client, every time.
5-Star Reviews
When someone shares their experience with us online, we find it extremely valuable to know where we've exceeded expectations and where we can improve. Many of our clients decide to engage with us as a result of reading about other Dark Horse clients’ experiences. Even when things do not go as planned, we do everything we can to make it right.
90%
Retention Rate
We're all about creating long-lasting, value-added relationships.
Retention Rate
This is the frequency of repeat business from our clients that work with us. This means that 9 out of 10 clients use us for subsequent years. That shows us that people enjoy working with our CPAs, are pleased with the work, and want to continue with Dark Horse over the long term.
Tax Services for People.
The Problem: It’s not until you file your personal tax return that you feel the sting of your tax situation. Whether it’s an unwanted surprise in the amount owed or refunded, or the realization that you left significant tax savings on the table, the sting hurts. We believe in No Surprises, especially the bad kind. This is why we work collaboratively with our clients to ensure they plan for and reduce taxes wherever possible. We make sure every engagement requires a level of Tax Planning with your CPA, period.
“We have arguably the most complex tax system in the world, and IRS letters are enough to strike fear into the hearts of many. And this is why I love my career... taking clients from a place of fear of the IRS to a place of confidence that they are not only in compliance but are using the tax code to their advantage is why I do what I do. Being the trusted advisor to small business owners and individuals to walk through that process is highly rewarding."
Accounting Solutions for Businesses.
The Problem: Small businesses are making uninformed decisions because they aren’t receiving timely, accurate and actionable financial data from their accountant. They’re also not receiving the strategic guidance they need in order to plan for and reduce their taxes. We hate this. This is why we combine bookkeeping and tax services for our business clients to ensure they’re making informed, tax-savvy decisions to move their business forward. We take an Advisory-First approach and need good data to bring the most value to every engagement.
"Small businesses often approach their taxes with a CPA, use a bookkeeper to keep their books and financials, run the day-to-day operations and financial analysis themselves, and are left struggling to find the time and capacity to fit all the pieces together. Taking a more holistic approach that incorporates tax preparation, tax planning, and financial analysis into the goals of the small business owner is simply the better way."
Blogs and Pods
Whether you prefer the written word or the spoken word, we've got meaningful commentary that will help you focus on what's important when it comes to your financial situation and taxes.
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