Next Level CPA
Who we serve

Accounting and tax services for people building something.

Small business owners, contractors, real estate investors and the families behind them. One CPA led team, year round, not just in March.

Sargis Ivanov, CPA Sargis Ivanov, CPAFounder, Next Level CPA PLLC · Updated September 2026
Call (704) 981-1191

Start with what you need

Tax preparationPersonal returns from $400, business returns from $1,500. See your price before you send anything. Tax planningQuarterly projections and planning meetings, so the moves happen before December 31. Outsourced accountingMonthly bookkeeping, statements and both tax returns in one annual package, from $5,500 a year. Real estate investorsDepreciation, cost segregation, short term rentals and real estate professional status. Contractors and tradesJob costing, retainage, subs, equipment timing and NC sales tax on jobs. S corp and LLC setupLLC formation for $750, S corp conversion with a salary study for $1,500.

How we are different

  • Prices you can see. Every service on this site shows a starting price. No "contact us for a quote" on the basics.
  • Planning, not just filing. Most of what lowers a tax bill is decided during the year. We are there during the year.
  • Returns explained on video. Every finished return comes with a recorded walkthrough of what drove the number.
  • Virtual by design. Secure uploads, electronic signatures and Google Meet. Clients in all 50 states.

Where we work

Our office is in Waxhaw, North Carolina. Most clients are in the Charlotte metro and just over the South Carolina line, and many deal with the tax questions that come with living in one Carolina and working in the other.

See Charlotte, Waxhaw, Fort Mill, NC and SC dual-state taxes, or every area we serve.

Questions we get asked

What does Next Level CPA do?

We prepare personal and business tax returns, do year round tax planning, keep books and produce financial statements for small businesses, advise real estate investors, and set up LLCs and S corps. The firm is led by Sargis Ivanov, CPA, and based in Waxhaw, NC.

Do you only work with clients in North Carolina?

No. We are based in Waxhaw, NC and most clients are around Charlotte and in upstate South Carolina, but the work is virtual and we serve clients in all 50 states.

Keep reading

All service areasEvery town we serve across the Charlotte metro, NC and SC. Charlotte, NCAccounting and tax for Charlotte area businesses and investors.
Free intro call

Not sure where to start? Start here

Thirty minutes on Google Meet with Sargis. No pitch. If it is not a fit, he will say so on the call.

Pick a time Call (704) 981-1191