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

PCPS Diversity & Inclusion Toolkit
by Carly Rutledge on June 16, 2020 at 5:43 pm
Career Path & Progression Options for CPAs
by Carly Rutledge on June 10, 2020 at 10:58 am

BDO USA Tax Publications

U.S. Releases Interim Final Rule on Labor Value Content Requirements
on July 9, 2020 at 4:00 am
Income Tax Return Examinations of High-Income Individuals to Begin July 15
on July 9, 2020 at 4:00 am

BDO USA Industry Publications

Virtual Audits: A New Reality in the World of COVID-19
on July 7, 2020 at 4:00 am
Nonprofit Standard Newsletter - Summer 2020
on July 6, 2020 at 4:00 am

BDO USA Advisory Publications

CIOReview - 5 Reasons to Use Project Portfolio Management in a Crisis
on July 10, 2020 at 4:00 am
Main Street Begins Loan Purchases; Lender List to Come
on July 6, 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