Business Details
14 Years
experience
Professional Accounting & Tax Services in Spartanburg
Upstate CPAs has been serving individuals and businesses in Spartanburg, SC for over a decade, offering comprehensive accounting, tax, and consulting services. Our approach centers on building personal relationships with clients to understand their unique financial goals and provide tailored solutions. With a team of certified professionals, we combine extensive experience in tax planning, business accounting, and financial strategy to help clients navigate complex financial landscapes.Our commitment to reliability, accessibility, and proactive service has earned us long-term trust from clients who value stress-free tax preparation and strategic financial guidance. We prioritize staying ahead of evolving tax laws to ensure compliance while maximizing savings and opportunities for growth.
Services
Tax Preparation
Business Accounting
IRS Audit Representation
QuickBooks Setup
Financial Planning
Payroll Services
Cryptocurrency Accounting
Tax Relief Programs
Estate Planning
Forensic Accounting
Details
- Year established: 2012
Highlights and features
- We offer over 20 years of combined experience in tax and accounting services.
- Our team provides personalized financial strategies tailored to individual client needs.
- We guarantee proactive IRS compliance and tax-saving opportunities.
- Our QuickBooks experts streamline accounting processes for small businesses.
- We deliver 24/7 client support during tax seasons for urgent needs.
Associations and certifications
- CPA (Certified Public Accountant)
What people say
Professional
Reliable
Saved money
Quick responses
Extremely knowledgeable
Services
Tax Preparation
We prepare individual and business tax returns with precision, ensuring compliance with federal and state regulations. Our team identifies deductions and credits to minimize liabilities while avoiding penalties. Clients benefit from our expertise in handling complex scenarios like foreign income reporting and multi-state filings.
IRS Audit Representation
Our CPAs represent clients during IRS audits, handling all communication and documentation requirements. We provide strategic defense for back taxes owed and negotiate settlements through offers in compromise or payment plans to resolve tax debt efficiently.
QuickBooks Services
We offer QuickBooks setup, training, and system optimization for small businesses. Our services include monthly reconciliations, transaction cleanup, and integration with third-party financial tools to improve accounting accuracy and efficiency.
Business Advisory
Our advisory services cover cash flow management, internal controls assessment, and succession planning for businesses. We help owners make informed decisions through financial analysis and strategic planning tailored to industry-specific needs.
Cryptocurrency Accounting
We specialize in cryptocurrency transaction reporting and tax compliance. Our team navigates complex IRS guidelines to accurately report crypto gains/losses and ensure proper documentation for digital asset holdings and trades.
People
Bharti Mathur
Managing Partner
With over 20 years of experience, Bharti leads the firm's strategic direction. She specializes in tax planning for businesses and individuals, combining technical expertise with personalized client service to optimize financial outcomes.
Salil Mathur
Partner
Salil brings 10+ years of tax and accounting expertise, focusing on payroll compliance and business development. He helps clients align financial practices with long-term business goals while maintaining regulatory compliance.
Christine E. O'Connor
Tax & Accounting Manager
A CPA with 25+ years of experience, Christine specializes in corporate tax returns and audits. She develops customized accounting systems for small to mid-sized businesses, emphasizing accuracy and tax efficiency.
Kim Johnson
Senior Staff Accountant
Kim manages bookkeeping and QuickBooks implementations with 15 years of public accounting experience. Her expertise in financial statement preparation ensures clients maintain clear, organized records for decision-making.
Aimee Johnson
Office Manager
Aimee oversees client relations and operational logistics with 25 years of experience in service coordination. Her organizational expertise ensures smooth client interactions and efficient practice management.
Questions
What tax relief options exist for back taxes owed?
We negotiate IRS payment plans, offers in compromise, and penalty abatements to resolve back tax debt based on individual financial circumstances.
How can QuickBooks improve small business accounting?
QuickBooks streamlines financial tracking, automates reporting, and integrates with banking systems to enhance cash flow management and decision-making.
Do you handle complex international tax situations?
Yes, we specialize in expatriate tax filings, foreign income reporting, and multi-jurisdictional compliance for individuals and businesses.
What sets your firm apart from online tax services?
Our CPAs provide personalized strategy sessions, audit defense, and ongoing financial guidance that automated platforms cannot replicate.
Can you assist with cryptocurrency tax reporting?
We offer specialized crypto transaction tracking and IRS-compliant reporting for digital asset gains, losses, and holdings.
