Why I started Next Level CPA
During my bachelor's and master's at UNC Chapel Hill, and for a little while after, I worked at smaller local accounting firms. Two things kept showing up.
First, people were hungry for strategy, not just a filed return. They wanted someone to tell them what to do before December 31, while it still mattered. Most firms only looked at the year after it was over.
Second, communication was broken. Clients would email their CPA and hear back weeks later, if at all. They felt ignored for eleven months and rushed for one. That is not a tax problem. It is a service problem, and it is fixable.
So I built the firm around fixing both: planning before the year ends, and clients who actually hear from us all year.
Sargis Ivanov, CPA
Founder, Next Level CPA PLLC
Credentials
- Certified Public Accountant, licensed in North Carolina since January 2025, license #47790. Verify any NC CPA license with the North Carolina State Board of CPA Examiners.
- Master of Accounting, UNC Chapel Hill, 2023.
- Bachelor of Science in Business Administration, UNC Chapel Hill, 2022.
- Experience at small local accounting firms during school and after, before founding Next Level CPA PLLC.
How we work
- Planning before December 31. We look at your numbers during the year, when the moves still count, not just in April.
- You hear from us. Questions go through one secure portal thread with people who know your file.
- A video walkthrough of your work. Every return and every monthly close comes with a short video in plain English.
- Your numbers live. Outsourced accounting clients get Next Level Live, a dashboard updated from their books.
- A straight answer up front. The free discovery call is 25 minutes. If we are not the right fit, we say so on the call.
What clients have kept
- A lawyer with a short-term rental got a $55,000 refund and put it into his next deal.
- A roofing contractor keeps about $14K a year after moving from an LLC to an S corp with a reasonable salary.
- A construction contractor keeps about $12K a year after his S corp paperwork was fixed.
- A welding business owner found $8,500 a year in write-offs he was missing.
Individual results vary. Your result depends on your facts.
The team
Sargis Ivanov, CPA
Founder and CPA
Licensed in North Carolina. A small business owner and real estate investor himself, so the advice comes from both sides of the table.
Mark Anthony Decano, Philippine CPA
Senior tax manager
Over nine years in tax, accounting and audit supporting US clients. Thorough and detail-oriented.
Jessica Deray, Philippine CPA
Senior outsourced accounting manager
Over a decade of accounting experience, including five years supporting US firms remotely.
Monika Ulikhanian
Junior tax associate
Return preparation, document organization and the details that keep filings moving.
Alina Mashuryan
Office assistant
Client relations, scheduling and making sure every client feels welcome from day one.
What clients say
“Found next level CPA being recommended by many on a Facebook page. I’m glad I reached out. Sargis and his team are very efficient and on top of things.”
“Next Level CPA prepared our personal and business taxes for 2025. I found Sargis to be friendly, knowledgeable, responsive, and always professional.”
“He was a diligent and clear communicator, and was able to seamlessly and efficiently turn around my tax filing for 2025 within a few short days of initially speaking with me.”
Questions we get asked
Is Next Level CPA a licensed CPA firm?
Yes. Next Level CPA PLLC is led by Sargis Ivanov, CPA, licensed in North Carolina (license #47790) since January 2025. You can look up any North Carolina CPA license on the North Carolina State Board of CPA Examiners website.
Where is Next Level CPA located?
Our office is at 3212 McPherson St, Waxhaw, NC 28173. We are a fully virtual firm, so we work with clients across the Charlotte metro and in all 50 states.
Can you work with me if I don't live in North Carolina?
Yes. Most of our work is virtual: secure portal, video walkthroughs and Google Meet calls. We prepare federal returns and the state returns that go with them for clients across the country.
Who will actually work on my file?
A small team you get to know: Sargis reviews the work, Mark leads tax, Jessica leads outsourced accounting, Monika supports tax preparation and Alina handles client relations. Every return is signed by a CPA.
How do I get started?
Book a free 25 minute discovery call. You walk us through your situation, we tell you straight whether we are a fit, and if we are, you leave knowing what it costs.