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 | 4-6-2020
by Carly Rutledge on April 6, 2020 at 4:47 pm
Ethical Leadership at a Time of Crisis
by Carly Rutledge on March 31, 2020 at 1:43 pm

BDO USA Tax Publications

CARES Act Relaxes Qualified Plan and Employee Benefit Rules to Improve Cash Flow for Employer and Employees
on April 6, 2020 at 4:00 am
ASC 740 Income Taxes – Implications of COVID-19 and the CARES Act
on April 3, 2020 at 4:00 am

BDO USA Industry Publications

The BDO GovCon Week Ahead - April 2020
on April 1, 2020 at 4:00 am
Telehealth’s New Relevancy Amid COVID-19
on April 1, 2020 at 4:00 am

BDO USA Advisory Publications

Preliminary CARES Act Loan Application Guidance for Air Carriers & Businesses Critical to National Security
on April 5, 2020 at 4:00 am
Embrace, Support and Prepare: How to Lead Virtual Teams Through a Crisis
on April 2, 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