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

Samuel M Leder, CPA

John W. Kapelar, CPA

Robert W. Taylor, CPA

Todd Plyler, CPA

Ron Shuntuch, CPA

Latest News

NCACPA Today Blog

The Impact $20.20 Can Have On Your Profession
by Moira Gill on October 16, 2019 at 2:49 pm
Podcast | 10-15-2019
by Carly Rutledge on October 15, 2019 at 12:42 pm

BDO USA Tax Publications

New Round of Miscellaneous Tariff Bill Process for Potential Tariff Suspensions and Reductions to Open on October 11
on October 11, 2019 at 4:00 am
U.S. Imposed Additional Tariffs on $7.5 Billion in EU Products
on October 9, 2019 at 4:00 am

BDO USA Industry Publications

How Construction Can Capitalize on Opportunity Zones
on October 16, 2019 at 4:00 am
Managing Growing Retail and Consumer Risk in Tandem with Increased Innovation and Cybersecurity
on October 8, 2019 at 4:00 am

BDO USA Advisory Publications

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Firm Annoucements

Potter Family Fun Night Out

July 11, 2019 No Comments

Passing of Sam Leder

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

Monroe II Office

4630 US-74
Monroe, NC 28110

Phone: (704) 795-8977
Fax: (704) 283-9438

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