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

6 Ways to Help Staff Get Through the CPA Exam Process
by Carly Rutledge on March 7, 2021 at 11:20 am
GLS Blog: Quality Management Proposal: Part 3
by Carly Rutledge on February 26, 2021 at 5:13 pm

BDO USA Tax Publications

The BDO 600 2020 CEO and CFO Compensation Practices Trends in the Healthcare Industry
on February 25, 2021 at 5:59 pm
Maryland: Pass-Through Businesses Can Elect To Be Taxed At The Entity Level Starting In 2020
on February 25, 2021 at 5:59 pm

BDO USA Industry Publications

Guide for Software companies seeking Private Equity investment 2020
on February 25, 2021 at 5:59 pm
Reaching Compliance: The CMS Price Transparency Rule
on February 25, 2021 at 5:59 pm

BDO USA Advisory Publications

The Data Analytics War Room: Lessons Learned from the COVID-19 Pandemic
on February 25, 2021 at 5:59 pm
VBA Forecast Engine Industry Impact Study
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) 668-8435