fin a n cia l services | book of lists 2011
Upstate Accounting Firms Ranked by Number of Local CPAs
FINANCIAL SERVICES
Company Address Phone/Fax/Website
Local CPAs/ Employees
Managing Partner(s)
Services
Year Founded
The Cohen Co. 3443 Pelham Road, Suite 100, Greenville, SC 29615-4179 864-679-9399/864-679-9398/www.thecohencompany.com
4 6
Jenifer Cohen
Tax, accounting, bookkeeping, Quickbooks ProAdvisors
2006
Cox, Cauley & Rockwell LLC 2006 N. Main St., Anderson, SC 29621 864-225-8713/864-225-7577/www.coxandcompanycpas.com
4 11
Thomas W. Cox
Financial statement audits and reviews, accounting/bookkeeping, payroll, tax planning, Quickbooks consulting, construction support for licensing/bonding, forensic analysis and business valuations
1985
Lee Broome MacBay & Associates LLC PO Box 5476, Spartanburg, SC 29304 864-574-3620/864-574-3672/www.leebroomemacbay.com
4 10
Edward L. MacBay
Auditing, consulting, bookkeeping, payroll and software consulting services
1968
Lister, Jeter & Lloyd CPAs LLC 405 W. Poinsett St., Greer, SC 29650 864-877-3525/864-877-8958/www.ljlcpas.com
4 7
Bryan Jeter, Bryan Lloyd
Tax preparation and consulting, financial statements/write up, consulting and bookkeeping
1972
Martin Smith & Co. CPAs PA 1212 Haywood Road, Building 100, Greenville, SC 29615 864-232-1040/864-232-2240/www.martinsmithcpas.com
4 7
Ken Martin
Audit, individual and corporate tax prep, small business services including bookkeeping and payroll
1969
Stokes & Bales CPAs PC 721 Lowndes Hill Road, Suite A, Greenville, SC 29607 864-242-1418/864-242-4559/www.stokesbalescpa.com
4 7
Stephen C. Stokes
Tax and accounting
1999
A.T. Locke PC PO Box 27087, Greenville, SC 29616 864-908-3062/864-232-2131/www.atlocke.com
3 10
Anna Locke
Outsourced accounting management
2008
Millard & Moore PA 313 Mills Ave., Greenville, SC 29605 864-233-3846/864-233-3794
3 9
Ron Millard, Michelle M. Moore
INP
1982
Nason Way Accounting LLC PO Box 1223, Mauldin, SC 29662 864-297-7742/864-297-7746/www.nasonway.com
3 7
Thomas J. Way, Lisa Nason
Tax return preparation, bookkeeping, payroll, business consulting, tax planning and consulting, business valuations
2006
The Hultquist Firm CPA PC 3515 Pelham Road, Suite 101, Greenville, SC 29615 864-770-0240/864-770-0239/www.thehultquistfirm.com
2 3
Matthew J. Hultquist
Tax and financial consultants
2003
Jay H. Kaplan CPA LLC 145 N. Church St., Spartanburg, SC 29306 864-591-4240/864-489-1164/www.jhkcpa.com
2 5
Jay H. Kaplan
INP
1983
INP = Information not provided. NR = Not ranked. N/A = Not applicable. Although every attempt is made to ensure the accuracy and thoroughness of GSA Business lists, omissions sometimes occur. Please send additions to: List Research, 1204B E. Washington St., Greenville, SC 29601 or via fax to 235-4868 or at http://www.gsabusiness.com/directory/update_lists.
Researched by Elizabeth Feather
Rick Davis, CPA Firm Managing Shareholder
For 86 years, Elliott Davis has advised businesses on how to run efficiently,
We’ve helped businesses succeed through the Great Depression, the current recession and every market in between.
200 East Broad Street • Greenville, SC 29606
864.242.3370
grow wisely, be more profitable. Led by Firm Managing Shareholder Rick Davis, our team provides everything from audit and tax solutions to highly specialized advisory services across the spectrum of industries.
fully engaged IRU \RX
South Carolina • North Carolina • Georgia • Virginia
www.elliottdavis.com © 2010 Elliott Davis LLC © 2010 Elliott Davis PLLC
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