Business Details
49 Years
experience
Trusted Accounting and Tax Services in Charlotte, NC
Founded in 1977, Scharf Pera has been a trusted partner for individuals, businesses, and trusts seeking expert accounting, tax, and auditing services. Our team of certified public accountants combines decades of experience with personalized attention to deliver tailored financial strategies that align with each client's unique goals. We specialize in navigating complex tax codes and accounting standards to optimize financial outcomes, offering proactive planning for both immediate needs and long-term success.With a client-centric approach, we prioritize transparency, reliability, and ethical practices, ensuring our clients retain more of their hard-earned income. Our commitment to quality is reflected in our 45+ year track record of helping clients secure their financial futures through innovative solutions and trusted guidance.
Services
Audit and Attest Services
Financial Consulting
New Business Consulting
Tax Planning and Preparation
Business Valuations
Estate Planning
Litigation Support
Financial Projections
Loan Proposal Services
Computer Systems Consulting
Details
- Year established: 1977
Highlights and features
- We offer 45+ years of experience in accounting and tax services tailored to Charlotte-area clients.
- Our team provides personalized wealth-building strategies aligned with your financial goals.
- We implement proactive financial planning to navigate tax and accounting regulations effectively.
- Our client testimonials highlight decades of professionalism and exceptional service.
- We specialize in audit, consulting, and business valuation services for diverse industries.
Associations and certifications
- Public Company Accounting Oversight Board (PCAOB)
What people say
Top-notch accountants
Exceptional client service
Proactive financial planning
Superb job for 25 years
Trusted financial partner
Services
Audit and Attest Services
Scharf Pera provides comprehensive audit and attest services for businesses of all sizes, ensuring compliance with regulatory standards and enhancing financial statement accuracy. Our CPAs conduct broker-dealer audits, 401(k) audits, and industry-specific assessments to support loan applications, mergers, and operational transparency. With PCAOB registration, we deliver reliable assurance services that build stakeholder confidence and mitigate risks.
Tax Planning and Preparation
Our tax planning and preparation services minimize liabilities while ensuring compliance for individuals and businesses. We specialize in year-round tax strategies, estate planning, and industry-specific filings for healthcare, manufacturing, and real estate clients. By leveraging deductions and credits, we optimize returns and provide peace of mind during filing season.
New Business Consulting
We guide new businesses through entity selection, loan proposals, and financial statement compilations to establish a strong foundation. Our consultants assist with legal structures, tax implications, and strategic planning to streamline operations and support growth from inception to long-term success.
Financial Consulting
Our financial consulting services include business valuations, cash flow forecasting, and strategic planning to enhance personal and corporate wealth. We offer litigation support, estate planning, and CFO advisory services, leveraging expertise to optimize financial decisions and drive sustainable growth for clients.
Estate Planning
Scharf Pera designs estate plans to protect assets, minimize taxes, and ensure legacy goals are met. We collaborate with legal advisors to create tailored strategies for family business succession, charitable giving, and retirement planning, providing clarity and security for future generations.
People
Wayne Spransy
Managing Member
Wayne Spransy leads Scharf Pera's strategic initiatives, leveraging decades of accounting expertise to guide clients through complex financial challenges. His focus on compliance and growth has strengthened the firm's reputation for excellence in Charlotte.
Jayne Stoll Frazier
Managing Member
Jayne Stoll Frazier specializes in tax optimization and business consulting, offering personalized strategies to individuals and corporations. Her client-centric approach ensures tailored solutions that align with long-term financial objectives.
Robert M. Phillips
Managing Member
Robert M. Phillips oversees audit and attest services, ensuring rigorous compliance with industry standards. His expertise in regulatory frameworks supports clients in maintaining financial integrity and transparency.
Kelly Roberts Frazier
Managing Member
Kelly Roberts Frazier focuses on new business consulting and estate planning, helping clients establish robust financial foundations. Her proactive planning strategies address both immediate needs and generational wealth transfer.
Questions
What is the difference between audit and attest services?
Audit services verify financial statement accuracy for stakeholders, while attest services provide assurance on compliance, internal controls, or non-financial information based on specific criteria.
Why do small businesses need a consultant?
Small businesses benefit from tailored expertise in financial planning, tax optimization, and strategic growth strategies to navigate challenges and maximize profitability.
What are the key benefits of tax planning?
Tax planning minimizes liabilities, ensures compliance, and leverages deductions to optimize returns, providing long-term financial stability for individuals and businesses.
How does estate planning protect my assets?
Estate planning ensures your assets are distributed according to your wishes, minimizes taxes, and provides for family succession or charitable goals.
When should I consider scaling my business?
Scale your business when you achieve consistent profitability, have a solid customer base, and optimized operations to handle increased demand sustainably.
