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

Tax Jobs That Pay Great Career Dividends
by Carly Rutledge on September 18, 2020 at 1:33 pm
How Today’s Numbers Drive Business Decisions for Next Year
by Carly Rutledge on September 15, 2020 at 11:39 am

BDO USA Tax Publications

Treasury Releases Final and Proposed Regulations on Downward Attribution
on September 23, 2020 at 4:00 am
2020 Election Tax Watch: Comparing Candidates’ Potential Tax Policies
on September 22, 2020 at 4:00 am

BDO USA Industry Publications

The Resilience Playbook for Manufacturers: Maintaining Your Business in A Recession
on September 22, 2020 at 4:00 am
Broker Dealers Granted Relief by SEC and FINRA
on September 21, 2020 at 4:00 am

BDO USA Advisory Publications

COVID-19 Impact on Critical Accounting Operations Part 3: The Advantage of Scalability
on September 23, 2020 at 4:00 am
Manufacturing Company Uses 80/20 Rule to Increase Strategic Growth
on September 17, 2020 at 4:00 am

Firm Annoucements

Potter Family Fun Night Out

July 11, 2019 No Comments

Charlotte Office

7239 Pineville-Matthews Road
Suite 100
Charlotte, NC 28226

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

Monroe I 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) 668-8435