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

New Law Enacted Moves NC to Market-Based Sourcing Rules
by Carly Rutledge on November 21, 2019 at 7:00 pm
Drought-Affected Farmers & Ranchers Have Extra Time to Sell Livestock
by Carly Rutledge on November 20, 2019 at 8:36 pm

BDO USA Tax Publications

More Exclusions Granted by USTR for List 3 China Duties
on November 22, 2019 at 5:00 am
Wayfair – It's Not Just for Sales and Use Tax
on November 22, 2019 at 5:00 am

BDO USA Industry Publications

Trade War & Tariffs Manufacture a New Normal for Private Equity
on November 20, 2019 at 5:00 am
BDO Consumer Beat Survey
on November 20, 2019 at 5:00 am

BDO USA Advisory Publications

Comprehensive Guide to Data Governance
on November 18, 2019 at 5:00 am
Cybersecurity in 2020: Top Ten Predictions and Recommendations
on November 7, 2019 at 5:00 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