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 Shuntuch, CPA

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Latest News

NCACPA Today Blog

Podcast | 4-26-2021
by Allie Whisnant on April 29, 2021 at 1:12 pm
GLS Blog: ASU 2021-03 Issued
by Allie Whisnant on April 19, 2021 at 8:34 pm

BDO USA Tax Publications

BDO Knows Employee Retention Credit
on February 25, 2021 at 5:59 pm
BDO Belgium: Teleworking impact on employees
on February 25, 2021 at 5:59 pm

BDO USA Industry Publications

"No Surprises Act" Protects Patients from Unexpected Medical Costs
on February 25, 2021 at 5:59 pm
60-second Retail Podcast - Episode 21: 2021 Retail CFO Outlook: Overall Survey Findings
on February 25, 2021 at 5:59 pm

BDO USA Advisory Publications

Why is Data Resiliency Important in a Digital World?
on February 25, 2021 at 5:59 pm
Year End Financial Planning Checklist
on February 25, 2021 at 5:59 pm

Firm Annoucements

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