Expert Tax, Accounting & Auditing

Scharf Pera & Co., PLLC provides tailored accounting services for individuals, small businesses, and national corporations from our Charlotte, NC firm.

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Certified Public Accountants

serving the Charlotte area since 1977

Financial Stability

Secure your finances and save
more with our expert accounting services for taxes, expenses, and budgeting.

Expert Advisors

Our experts tailor personalized wealth-building strategies to your unique financial goals for immediate and future success.

Enhance Wealth

Elevating our client's wealth since
1977 with quality service and
trusted financial guidance—our
team advocates for you.

About us

1k+ Client using our services

Our dedicated team deeply understands the demands faced by our clients and strives tirelessly to secure and enhance their financial well-being. With a keen focus on navigating the complexities of tax codes and accounting standards, Scharf Pera & Co., PLLC pledges to be your trusted partner in achieving financial success and unlocking your full potential.

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Our Mission

We are here to help you build and protect your wealth. The key to our success is our insistence on quality – every member of our team is dedicated to providing top-level services in a timely manner.

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Our Vision

We work tirelessly to help you retain more of your hard-earned income. Our vision is to create a financially secure future for all, offering innovative accounting solutions & expert guidance to individuals and businesses.

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Guidelines for your financial growth

Scharf Pera & Co., PLLC is dedicated to guiding you toward financial prosperity. Our tailored strategies in tax, accounting, and auditing, paired with insightful planning, aim to optimize your financial resources. We focus on your unique goals, navigating the latest tax and accounting regulations to secure your long-term success. Trust us to transform financial complexities into growth opportunities.

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Questions & Answers

Don’t find the answer? We can help

What is the difference between audit and attest services?

Audit services focus on verifying the accuracy of financial statements for stakeholders such as investors, creditors, and regulators. Attest services encompass a broader range of engagements, including assessments of compliance or other specific criteria beyond just financial statements for example providing assurance on compliance with specific criteria or regulations, internal control effectiveness, or the reliability of non-financial information, depending on your business needs and regulatory requirements.

Scharf Pera & Co., PLLC offers personalized expertise to help individuals and businesses navigate financial complexities. By partnering with us, you gain access to tailored strategies and insights that can optimize your financial health and achieve your goals more efficiently. Whether it’s retirement planning, investment management, tax optimization, or risk management, we can provide invaluable guidance and support. With our in-depth knowledge and experience, Scharf Pera & Co., PLLC offers a proactive approach to financial planning, helping clients anticipate challenges and seize opportunities saving your time, mitigate risks, and maximize returns, making it a valuable investment in their financial future.

Small businesses often face numerous challenges ranging from financial management to strategic planning. At Scharf Pera & Co., PLLC, we can provide invaluable expertise and guidance tailored to the specific needs of your business, helping to identify opportunities for growth, streamline operations, and navigate obstacles effectively. With limited resources, small businesses can benefit greatly from the strategic insights and problem-solving skills that we provide, enabling you to make informed decisions and achieve sustainable success in a competitive market.

Three main issues to consider in estate planning are asset distribution, minimizing taxes, and selecting beneficiaries. Asset distribution involves determining how assets will be divided among heirs or beneficiaries. Minimizing taxes entails strategies to reduce estate taxes and maximize the amount passed on to beneficiaries. Selecting beneficiaries involves choosing individuals or organizations to receive assets and ensuring their needs and interests are accounted for in the estate plan. Addressing these issues comprehensively ensures a well-structured estate plan that reflects one’s wishes and protects assets for future generations.

Scaling a business should be considered when it has achieved consistent profitability, established a solid customer base, and demonstrated sustainable demand for its products or services. Additionally, if the business has optimized its operations and processes to handle increased volume efficiently, scaling becomes more feasible. Scharf Pera & Co., PLLC can help you assess market conditions, competition, and available resources before scaling to ensure successful expansion without compromising quality or customer satisfaction.

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