Individual and Business Accounting Specialist

Serving the Charlotte area since 1962

Tax Services

Planning and preparation for individuals and businesses

Audit & Assurance

Audits
Reviews
Compilations

Accounting Services

Write-up Services
Payroll
Sales Tax

Governmental

Not-for-profit
401(k)

Business Advisory

Business Consulting
Mergers & Acquisitions
Strategic Planning

Our Partners

John W. Kapelar, CPA

Robert W. Taylor, CPA

Todd Plyler, CPA

Ron Shuntich, CPA

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Latest News

NCACPA Today Blog

GLS Blog: Proposed Ethics Revisions: Loans, acquisitions, and other transactions
by Allie Whisnant on October 22, 2021 at 7:13 pm
GLS Blog: Proposed Changes to Peer Review
by Allie Whisnant on October 18, 2021 at 1:07 pm

BDO USA Tax Publications

2021 Federal Tax Legislation? A Review of the Current State of Play
on February 25, 2021 at 5:59 pm
Remote Worker Policy Development
on February 25, 2021 at 5:59 pm

BDO USA Industry Publications

BDO Biotech Brief - Summer 2021
on February 25, 2021 at 5:59 pm
Challenges to Recognizing Revenue for Telehealth Visits
on February 25, 2021 at 5:59 pm

BDO USA Advisory Publications

What’s Next for Work: Powering Productivity
on February 25, 2021 at 5:59 pm
Impacts of COVID-19 on Construction and Infrastructure Projects
on February 25, 2021 at 5:59 pm

Firm Annoucements

Congratulations to our Bob Taylor on his role as Board President of the AICPA Benevolent Fund.

July 7, 2021 No Comments

Potter Family Fun Night Out

July 11, 2019 No Comments

Charlotte Office

3540 Toringdon Way
Suite 200
Charlotte, NC 28277

Phone: (704) 926-3300
Fax: (704) 926-3333

Monroe Office

114 N. Church Street
Monroe, NC 28112

Phone: (704) 283-8189
Fax: (704) 289-3439

Concord Office

434 Copperfield Blvd. NE Suite A
Concord, NC 28205

Phone: (704) 786-8189
Fax: (704) 786-4447

Mooresville Office

106 Welton Way
Mooresville, NC 28117

Phone: (704) 662-3146
Fax: (704) 662-8435