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

Governance in Employee-Owned Companies in the U.S. and the UK
on February 25, 2021 at 5:59 pm
The Indian Tiffin: August 2021
on February 25, 2021 at 5:59 pm

BDO USA Industry Publications

2021 Financial Services Digital Transformation Survey
on February 25, 2021 at 5:59 pm
Hollis Cobb Creates Solutions with BDO Digital to Help Transform the Medical Industry
on February 25, 2021 at 5:59 pm

BDO USA Advisory Publications

BDO Helped Launch a Client’s $250 Million Business Virtually During the Pandemic
on February 25, 2021 at 5:59 pm
How to Get Stuff Done
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