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

Inflation Reduction Act Signed into Law
by Liz Cooper on August 19, 2022 at 4:37 pm
2022 Short Session Tax Legislation
by Liz Cooper on July 8, 2022 at 4:49 pm

BDO USA Tax Publications

Four Reasons to Align Your Supply Chain and Tax Strategies
on September 19, 2022 at 5:00 am
5 Megatrends Shaping Global Value Chains
on September 16, 2022 at 5:00 am

BDO USA Industry Publications

MEDIAtalk: Adapting, Evolving and Standing Strong
on September 23, 2022 at 5:00 am
The BDO GovCon Week Ahead - September 2022
on September 22, 2022 at 5:00 am

BDO USA Advisory Publications

Leveraging MLOps Principles to Comply with CECL
on September 8, 2022 at 5:00 am
4 Levers for Building Resilience
on September 7, 2022 at 5:00 am

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