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 Shuntich, CPA

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Latest News

NCACPA Today Blog

Succession—There is Still Time
by Hannah Parrish on October 15, 2021 at 5:49 pm
GLS Blog: Q3 2021 In Review
by Allie Whisnant on October 8, 2021 at 5:40 pm

BDO USA Tax Publications

IRS issues draft instructions, provides penalty relief for new Schedules K-2 and K-3
on February 25, 2021 at 5:59 pm
Governance in Employee-Owned Companies in the U.S. and the UK
on February 25, 2021 at 5:59 pm

BDO USA Industry Publications

Private Equity PErspectives Podcast - Episode 27
on February 25, 2021 at 5:59 pm
2021 Industry 4.0 Benchmarking Survey
on February 25, 2021 at 5:59 pm

BDO USA Advisory Publications

Planning Perspectives: Tax Tools for 2021 and Beyond
on February 25, 2021 at 5:59 pm
Banks and Fintechs: 2021 and Beyond
on February 25, 2021 at 5:59 pm

Firm Annoucements

Congratulations to our Bob Taylor on his role as Board President of the AICPA Benevolent Fund.

July 7, 2021 No Comments

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) 662-8435