Younce Accounting & Tax Group, LLC - Concord, North Carolina

Jamye D.

I have partnered with the Younce & Co. team since 2010 to complete our business and personal taxes. They offer friendly customer service with timely advice for your personal or business needs. I will continue to be a loyal customer and highly recommend them.

Audrey E.

I would give zero stars if possible! Younce & Co. of Concord, NC received my tax information during the beginning of March 2023 for my 2022 taxes, and they didn't complete my taxes until October 2023. Their excuse was... They were short-handed, and they were dealing with many changes in the tax laws. When I finally received my completed returns on 10/4/23, I was charged 650.00 for the preparation, owed over 1500.00 to IRS along with a penalty because they did not complete my returns by 4/15 and had to file an extension. I had been a customer of theirs for almost 20 years! Needless to say, I will not be going back there and would advise others to take their business elsewhere also! Update: Younce & Co. replied to my negative review, saying they notified me when I dropped my tax returns off to them at the beginning of March that they would be filing an extension. This is completely UNTRUE. I found out they were filing an extension when I called in April to see when the tax returns would be ready (thinking it would be completed by 4/15).

Chris W.

I've been using Younce & Co for over 20 years. They have handled both my personal tax returns, as well as my side-business returns (rental and construction companies). Kep Younce helped me create accounting ledgers for my businesses that make tax season a breeze, and keep our books balanced to the penny every month. The staff is always friendly and will get back to you quickly when topics arise that require extra research. Kep does a great job of jumping on the phone to explain any questions you might have with your tax returns, and really helps you understand how the tax codes work in-general. That information sharing helps you stay better organized during the year so future tax returns get easier and easier. Their relatively new portal system allows for more secure document sharing and real-time status updates on your account. When I 1st became a client, I lived fairly close to their office and it was convenient to drop by their office. Now that I'm over 2 hours away, our relationship has remained strong via phone interactions, email and their portal. I absolutely recommend their services!.

Ruth R.

I highly reccomend Younce tax preparation. They always go above & beyond with customer service!

Brian B.

I have worked with Kep, Beth & their team for the last 15 years and I can say without question they are the best in the business. They operate with integrity and are always ahead of the curve as it relates to ever changing tax laws.  Proper tax planning is essential to running effective businesses and I rest secure knowing that I am getting best in class advice. It's also great to work with a local company that's only a phone call away. If you are in the market for a CPA firm, I strongly recommend Younce & Co, PA.

Bruce B.

Younce & Co has been my family's accounting firm for the last 20 years. We are blessed to own and operate several local businesses in Cabarrus County. I want to share the top four reasons that I am recommending Younce & Co to you for your businesses and family. Many people can crunch numbers but you need an accounting firm that understands Business, your business. Kep and Beth Younce are not only business owners themselves but they have helped every kind of business there is to steward their finances and operations. Number crunching and finance is totally different. You need a firm like Younce & Co that understand finances as it relates to your banking needs, cash flow, operations, depreciation and last but not least, how to deal aggressively with the IRS, while staying on the right side of the tax code. They helped us manage and execute each requirement and request that the banks needed to properly and quickly jump through all the PPP hoops so that we could get our corporate PPP loans. Kep and Beth Younce are also experts on IRS tax law and constantly educate themselves and their team on the latest changes that affect your business and finances. Lastly, Younce & Co are personable, quick to respond to your calls and needs and they are very reasonable with their fees. I leave you with this promise. They will save you more money than you will ever come close too paying them for their services. Younce & Co will take care of your bottom line and business with expertise, professionalism and a personal touch that can't be beat. Why don't you give them a call for a free consultation and tell them Bruce Burchfield and the Sportscenter Athletic Club sent you.

Cabarrus A.

Younce and Company has been so good for the Cabarrus Arts Council. For a small organization our finances are complex and constant with all the various programs we normally conduct.
Beth set us up immediately with online applications, Bill.com, Liscio, and QuickBooks online. I can approve bills, check our balance, and answer any financial questions from my phone or computer, at any time of day or night.
Their entire team is knowledgeable, professional and friendly. We work almost every day with Kathryn Monroe, at least monthly with Amy Taylor and frequently with Beth Younce. No question or project is too big or too small for them to handle.

During Covid Younce has been a godsend. Whether applying for PPP loans, determining where and how we could slash expenses, creating a monthly report to watch our total cash value fluctuate with the lack of programs and donations...
they were there to help. So many Saturdays and Sundays I would send a message through Liscio asking for information or a new report and they were on it. Beth made it her business to keep up with all the news of grants and loans available to arts non-profits so that we did not miss any opportunities that came online. Beth also makes annual budget time quick and easy, which is nothing short of a miracle.

Lastly, our annual audit is now streamlined. Younce has everything prepared ahead of time and the auditors can pull up anything they want to see with access to Bill.com and QBO.

I cannot thank Beth and Kep, Kathryn and Amy enough.

Mindy Y.

The Younce’s are so knowledgeable and helpful. They make me feel comfortable asking all of my tax questions and more. I highly recommend using Younce & Co for taxes, payroll services, and Quickbooks help.