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

What Taxpayers Need to Know About the Home Office Deduction
by Carly Rutledge on August 6, 2020 at 4:43 pm
Minding the Other Pandemic
by Allie Whisnant on July 31, 2020 at 1:21 pm

BDO USA Tax Publications

Proposed Small Business Taxpayer Regulations Provide More Certainty of IRS’s Position on Accounting Methods Simplification
on August 7, 2020 at 4:00 am
International Aspects of the 2020 Section 163(j) Proposed Regulations
on August 5, 2020 at 4:00 am

BDO USA Industry Publications

The Path to Retail Recovery
on August 6, 2020 at 4:00 am
Runway to Recovery: Laying the Groundwork for Post-COVID Portfolio Management and Value Creation
on August 4, 2020 at 4:00 am

BDO USA Advisory Publications

Impact of COVID-19 on Accounting Operations
on August 7, 2020 at 4:00 am
CARES Act – HCV Program Housing Assistance Payments Supplemental Funding
on August 7, 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