Next Level CPA (704) 981-1191 Book a call
Virtual CPA firm · Serving clients in all 50 states

Want to build generational wealth for your family?

Tax strategy, outsourced accounting and fractional CFO support for business owners and investors. You see your numbers every month, and your CPA tells you what to do next.

Book a free discovery call Call (704) 981-1191
Sargis Ivanov, CPA Sargis Ivanov, CPAFounder, Next Level CPA PLLC

Watch this to see how we can help you.NEXT LEVEL CPA · VIDEO

Free 30 minute discovery call

Book your free discovery call

30 minutes on Google Meet · No commitment

None of the times work? Call (704) 981-1191.

By submitting your phone number, you initiate opt-in to receive SMS updates and reminders from Next Level CPA PLLC. Message frequency varies. Message and data rates may apply. For privacy details, view our Privacy Policy. Review full SMS Terms & Conditions.

Google reviews

What clients say

4.94.9 stars from 78 Google reviews
“Working with Sargis & his team has been an incredible, FRICTIONLESS experience. As a busy professional, it has been a joy to trust this team and be guided through a streamlined process.”
Sara H. · Google review
“Sargis and his team helped prep my software company's partnership taxes for 2025. Sargis did an excellent job! He and the team went above and beyond to understand our company and partnership structure.”
Chase · Google review
“We had an excellent experience with Sargis Ivanov and the team at Next Level CPA! We selected them as our tax accountant this year and we could not be any happier!”
Ron H. · Google review
“They did an outstanding job on both my personal and small business taxes! Very thorough and able to explain clearly answers to the questions I had. They provide videos of what they did for the returns which was a really helpful way to avoid a long meeting”
Michael D. · Google review
“He responds almost immediately, which is rare, and consistently provides clear, informative guidance. You can tell he genuinely cares about his clients, not just getting the job done.”
Ethan L. · Google review
“Sargis is the exact reason why you hire a CPA to do your taxes versus filing yourself, you don't know what you don't know!”
Zach S. · Google review

Read all reviews on Google

The problem

You're working hard. But your family's future doesn't feel secure.

You're making good money, whether it's a business, rentals, or a growing portfolio. But at the end of the year, most of it disappears, and you don't know where it went.

Your CPA shows up once a year, files your return, and disappears. Nobody's helping you build actual wealth.

Our solutions

Three solutions. Built for what comes next.

Pick the support that fits your next move.

01 · Tax strategy

Tax strategy

Entity setup, S corp pay, real estate and short-term rental planning, done before year end.

Year-round planning 02 · Business owners

Outsourced accounting

Clean monthly books, reporting and your tax returns in one annual package.

Fractional CFO available as the top tierCFO Monthly and CFO Biweekly: cash-flow forecasts, KPIs, budgets and a regular strategy call.Monthly 03 · Tax preparation

Tax preparation

Clear starting prices, video delivery of your return and year-round access.

Annual

Who we serve Where are you in your business?

Just startingNew business ownersLLC formation and S corp setup, done right from day one.Learn more → Already runningSeasoned business ownersMonthly books and your tax returns, one CPA led team. Fractional CFO available.Learn more →
Real estate tax strategy · Depreciation, cost segregation and short-term rental strategy that makes your properties work harder. See outsourced accounting and fractional CFO pricing
Every month

Your numbers, closed and explained.

  • Books closed and reconciledA monthly or quarterly close, depending on your package.
  • Statements you can readFinancial statements plus a recorded review video that walks you through them.
  • Your CPA's next moveTax planning before deadlines force the decision, not after the year is over.
See outsourced accounting packages
Client results

Real numbers. Real clients.

Real estate investor
$70K
missed depreciation recovered

Missed depreciation recovered

Chris and Lauren had two rental properties for years. Nobody ever took depreciation. We filed the paperwork, got back $70,000, and their real estate income is sheltered for years.

Business owner$14K

Building real wealth, not just saving on taxes

Andrew, a roofing contractor, was an LLC paying taxes on every dollar. We switched him to an S corp. Same business. Different structure. He keeps $14K more every year to invest in his family's future.

Real estate investor$50,000

Refund used for the next deal

Zach did a cost segregation study on his portfolio. It front-loaded his depreciation and generated a $50K refund. He used it as a down payment on his next property.

Business owner$12,000

Caught a years-long mistake

Selwyn, a construction contractor, thought he had an S corp. He didn't. The paperwork was never filed. We fixed it and restructured his pay. Now he's building wealth instead of just paying taxes.

Business owner$8,500

Deductions nobody saw

Mark, a welder, was missing $8,500 in write-offs every year. We found them. Now he keeps more and can invest in what matters: his family's future.

Real estate investor$0

First time owing nothing

Bella and Tommy own short-term rentals and have high W-2 income. We fixed their tax status election. For the first time in their marriage, they didn't owe anything, and kept more to build their portfolio.

Sargis Ivanov, CPA
Our story

Built by someone who's sat across the table from people like you.

I started my career at small CPA firms, not the big ones that handle Fortune 500 accounts and never see a real person. I worked with business owners, real estate investors, families building something real.

What I kept seeing was the same thing: people working hard, growing their businesses, building their portfolios, and quietly falling behind because the advice they were getting wasn't good enough. Wrong structures. Missed deductions. CPAs who showed up in March and disappeared in May.

I also know what it's like to be on the other side of that desk. I'm a small business owner myself. I have my own portfolio. I know what it feels like when your business, your investments, and your family's financial future feel like they're not moving fast enough.

Next Level CPA was built to close that gap.

Sargis Ivanov, CPA · Founder & Owner

Our team

The people behind your wealth and your future.

A small, focused team. The people who work on your account actually know your account.

Sargis Ivanov, CPA

Sargis Ivanov, CPA

Founder & owner

A small business owner and real estate investor himself, he brings firsthand perspective to every client relationship.

Mark Anthony Decano, Philippine CPA

Mark Anthony Decano, Philippine CPA

Senior tax manager

Over nine years of experience in tax, accounting, and audit supporting US clients. Thorough and detail-oriented.

Jessica Deray, Philippine CPA

Jessica Deray, Philippine CPA

Senior CAS manager

Over a decade of accounting experience, including five years supporting US-based firms remotely.

Monika Ulikhanian

Monika Ulikhanian

Junior tax associate

Supports the tax team with return preparation, document organization, and the details that keep filings moving.

Alina Mashuryan

Alina Mashuryan

Office assistant

The heartbeat of Next Level CPA, managing client relations and making sure every interaction is welcoming from day one.

FAQ

Questions answered

Still deciding? A free discovery call is 30 minutes on Google Meet, and you will leave with a straight answer.

What's the difference between someone who enters transactions and a CPA?

Someone who enters transactions keeps your books clean. A CPA does that AND helps you build wealth through better structure, finds money you're leaving on the table, and plans ahead so you keep more of what you earn. We do both.

What does it cost?

Individual tax returns start at $400 for a single filer and $600 for married filing jointly. Business returns start at $1,500. Our Essentials accounting package starts at $5,500 a year, about $458 a month, plus a one time $500 onboarding fee. These are starting prices, and we confirm your exact price before any work begins.

Do I need to switch accounting software?

Usually not. We work in QuickBooks Online and Xero, which covers most small businesses. If you use a different platform, or your current setup is causing problems, we will tell you during the diagnostic and can handle the move for you, so your books keep running while we switch.

What if I'm already working with a CPA?

That's fine. Some clients keep their current CPA for tax filing and work with us for monthly outsourced accounting and strategy. Others move everything to us. If you are not sure what you would gain, book the free discovery call and we will tell you honestly.

Can you help if I'm behind on my books?

Yes. We clean up messy books, catch missing transactions and get you caught up, then keep you current going forward. Catch up work is quoted after we look at your accounts, so you know the cost before we start. Once you are current, most owners move into one of our outsourced accounting packages.

How do you work with clients?

Everything is virtual. Your discovery call and meetings happen on Google Meet, documents go through our secure client portal, and returns are signed electronically. Every finished return comes with a recorded video walkthrough. You never need to visit our office or mail anything, so clients in other states work with us the same way.

What states do you work in?

We work with clients in all 50 states. Our office is in North Carolina, and we work with business owners and investors across the country. Because the whole process is virtual, living in another state changes nothing about how we work together or how your returns are prepared.

Can I use real estate losses to offset my W-2 income?

Usually not, because rental losses are passive. The main exceptions are short term rentals with an average guest stay of seven days or less where you materially participate, and real estate professional status. Both need records kept during the year, and we will tell you if you qualify. More on real estate tax strategy.

Where we're based

Work with us from anywhere.

100% virtual · Serving clients in all 50 states

Next Level CPA PLLC is a virtual accounting firm based in North Carolina, serving business owners, real estate investors and families in all 50 states. We provide accounting support, new business services, tax planning, and tax preparation for individuals and small businesses.

3212 McPherson St, Waxhaw, NC 28173
(704) 981-1191 · info@sargiscpa.com
Monday to Friday, 9am to 5pm Eastern

See us on Google · Areas we serve · Charlotte · Fort Mill

Free discovery call

Ready to keep more of what you earn?

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

30 minutes on Google Meet · No commitment · No sales pressure

Book a free discovery call Call (704) 981-1191
CallBook a call