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← Back to Top 18 Bookkeepers in the Charlotte-Concord Area, NC (2026)Mark Rivera CPA, PLLC
Evidence Score 44/100 at 75% evidence coverage 7 of 18 on the Charlotte-Concord area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks, Xero, Sage
Who they say they serve: construction, healthcare, retail, professional services (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 3 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Mark Rivera CPA, PLLC | home page | |
| Website | https://markriveracpa.com/ | home page | |
| Office locality | Charlotte, NC | home page | |
| Phone | +17044598185 | home page | |
| Offers bookkeeping | Documented: ...formation and structure planning, to strategic plans and scalable goals. Learn More Bookkeeping Services Lighten your load and leave your books to us. From accounts payable and... | home page | |
| AP / AR | Documented: ...Learn More Bookkeeping Services Lighten your load and leave your books to us. From accounts payable and receivable, to monthly reporting and daily entries, we’ll dive into the... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...bookkeeping services, bookkeepers, local bookkeeping services, bookkeepers in my area, payroll, tax strategies, accounting services, tax planning, payroll processing, tax problems... | /bookkeeping | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...you, giving you more time to focus on growing your business and your profits. Quarterly financial statements and management reports Accounts receivable and payable Account... | /bookkeeping | 6 pts (max 6) |
| Industries served (documented) | construction, healthcare, retail, professional services | /bookkeeping | 5 pts (max 5) |
| Software supported | QuickBooks, Xero, Sage | home page | 5 pts (max 5) |
| Local / remote model stated | Local | /bookkeeping | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Mark Rivera · CPA (self-reported to the IRS, not a state license) · business name on the record: Mark Rivera CPA, PLLC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Reporting cadence stated | Documented: ...Lighten your load and leave your books to us. From accounts payable and receivable, to monthly reporting and daily entries, we’ll dive into the numbers to provide you with... | home page | 4 pts (max 4) |
| Named contact / team | Mark Rivera, CPA | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 5 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Mark Rivera under the business name 'Mark Rivera CPA, PLLC' in Charlotte, NC, with CPA on the record. It is one individual's IRS preparer record, not a firm license or a directory listing. A CPA entry there is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Mark Rivera CPA, PLLC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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