Welcome to Winstead CPA

Your financial story deserves a trusted narrator.

Serving Lexington and the Midlands with precision, integrity, and a personal touch. Let's build your financial future together.

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25+ Years Experience

500+ Clients Served

100% Confidential

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About Our Firm

Rooted in Lexington, Committed to You

For over two decades, Beverly C Winstead, CPA, PA has been a cornerstone of financial integrity in Lexington, South Carolina. We believe that accounting is more than numbers—it's about understanding your unique story and helping you write the next chapter with confidence.

Our practice is built on three pillars: precision, personal attention, and unwavering ethics. Whether you're a small business owner navigating complex regulations or an individual planning for retirement, we provide the clarity and expertise you need to make informed decisions.

Personalized Financial Strategies

Local Community Focus

Transparent Communication

Our Expertise

Comprehensive Financial Solutions

Tailored services to meet your unique financial needs

Tax Preparation & Planning

Strategic tax planning to minimize liability and maximize returns. We stay current with changing regulations so you don't have to.

Individual & Business Returns
Year-Round Tax Planning
IRS Representation

Audit & Assurance

Independent audit and review services that provide credibility to your financial statements and build stakeholder trust.

Financial Statement Audits
Review Engagements
Agreed-Upon Procedures

Bookkeeping & Accounting

Accurate, timely bookkeeping services that give you a clear picture of your financial health and support informed decision-making.

Monthly Bookkeeping
Financial Reporting
Payroll Services

Business Advisory

Strategic guidance to help your business grow, from startup formation to succession planning and everything in between.

Business Formation
Growth Strategy
Succession Planning

Estate & Trust Planning

Protect your legacy with comprehensive estate planning services that ensure your wishes are honored and your loved ones are cared for.

Estate Tax Returns
Trust Accounting
Wealth Transfer Strategies

Retirement Planning

Navigate your retirement with confidence through careful planning, investment guidance, and ongoing financial oversight.

Retirement Account Setup
Investment Review
RMD Planning

Why Choose Us

A Partnership Built on Trust & Excellence

Personalized Attention

Every client receives direct access to their CPA. No call centers, no generic advice—just expert guidance tailored to your situation.

Deep Local Expertise

As a Lexington-based firm, we understand the unique financial landscape of South Carolina and the specific challenges local businesses face.

Integrity First

We uphold the highest ethical standards in everything we do. Your trust is our most valuable asset, and we protect it fiercely.

25+ Years of Service

Client Testimonials

What Our Clients Say

"Winstead CPA has been instrumental in helping our business navigate complex tax regulations. Their attention to detail and proactive approach has saved us both time and money."

Sarah M. Business Owner, Lexington

"After years of struggling with my taxes, I finally found a CPA who truly understands my situation. Beverly and her team make the process stress-free and straightforward."

Michael T. Retiree, Irmo

"Professional, reliable, and genuinely caring. They treat our nonprofit like their own and have helped us maintain compliance while focusing on our mission."

Jennifer L. Nonprofit Director

Get In Touch

Let's Discuss Your Financial Goals

Whether you need assistance with taxes, auditing, or financial planning, we're here to help. Reach out to schedule a consultation.

Address 203 W Main St Ste C1
Lexington, SC 29072

Phone (803) 407-1234

Email beverly@winsteadcpa.com

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