Riad CPA earns ThreeBestRated honor for proactive tax strategy

Charlotte-based Riad CPA, PC says it is helping business owners and high-net-worth clients cut taxes, avoid costly mistakes and strengthen cash flow through proactive accounting and advisory work. The firm has been named one of Charlotte’s top three accounting firms by ThreeBestRated® for three straight years.

Why it matters: - Riad CPA, PC positions proactive accounting as a way to reduce tax liabilities, improve profitability and support long-term business growth. - The firm’s results include six-figure tax savings and major IRS penalty reductions, showing how tax planning can affect a client’s bottom line. - The ThreeBestRated® recognition adds outside visibility in a crowded local accounting market.

What happened: - Charlotte-based Riad CPA, PC highlighted its tax, accounting and business advisory services for clients across the country. - The firm said it was founded by Mr. Ragi Riad and draws on more than two decades of public accounting experience. - ThreeBestRated® named Riad CPA, PC one of Charlotte’s top three accounting firms for three consecutive years after its 50-Point Inspection. - The firm was also nominated among the top four accounting firms in North Carolina.

The details: - Mr. Riad is licensed in California and North Carolina. - His experience spans manufacturing, construction, insurance, healthcare and real estate, along with work for high-net-worth individuals. - His specialty areas include tax planning and strategies, compliance and multi-state taxation. - Mr. Riad is a member of the American Institute of Certified Public Accountants. - The firm said its approach focuses on identifying opportunities before they become problems. - Riad CPA, PC says that approach can help clients lower tax bills, improve profitability and build stronger businesses. - Mr. Riad described his role as more than tax preparation, framing it as advisor, mentor, coach and consultant work. - The firm said it aims to give each client a “Unique Experience” while being “Trustworthy” and “Reliable.” - Mr. Riad urged entrepreneurs to separate personal and business finances. - He also advised owners to treat their businesses as true enterprises, not hobbies. - He warned against DIY bookkeeping without proper accounting knowledge. - He said business owners should monitor cash flow and the efficiency of their systems. - Accurate bookkeeping helps owners understand profitability and make better decisions, the firm said. - Mr. Riad said business expenses should be viewed as investments that create value, not just as tax deductions. - In one IRS audit case, the firm reduced a proposed tax liability from $110,000 to about $11,000 after more than a year of work with the IRS. - In another case, the firm eliminated nearly $8,000 in IRS penalties. - The team also abated close to $30,000 in penalties in a separate matter. - Strategic tax planning using cost segregation, bonus depreciation, the Augusta Rule, hiring business owners’ children and donor-advised funds helped one business owner save nearly $110,000 in combined federal and state taxes. - Mr. Riad recommends that aspiring entrepreneurs develop industry expertise, research market demand and keep three to 12 months of emergency savings. - He also advises founders not to use retirement funds to finance a startup. - He encourages business owners to build relationships with a CPA, attorney, bookkeeper and insurance advisor. - Riad CPA, PC was founded in 2015 and has grown alongside its clients. - The firm said some clients have grown annual revenue from about $50,000 to nearly $7 million. - Contact information listed in the release includes riadcpa.com and a LinkedIn profile for Mr. Riad: Mr. Riad's LinkedIn.

Between the lines: - The release blends award recognition with client-result examples to reinforce Riad CPA, PC’s brand as a proactive, high-touch advisor rather than a compliance-only shop. - The emphasis on planning tools such as cost segregation and donor-advised funds signals a focus on higher-complexity tax strategies for business owners and affluent clients. - The repeated focus on mentorship and relationship-building suggests the firm is selling continuity and trust as much as technical tax work.

What's next: - Riad CPA, PC says it will keep focusing on reducing financial stress, maximizing tax opportunities and helping clients build lasting success. - The firm continues to point prospective clients to riadcpa.com for more information.

The bottom line: - Riad CPA, PC is using recognition, tax wins and advisory services to frame itself as a long-term financial partner for growing businesses and wealthy individuals.