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

7 Tips for Accountants on How to Manage Cybersecurity Threats
by Carly Rutledge on May 20, 2020 at 11:38 am
Podcast | 5-11-2020
by Carly Rutledge on May 11, 2020 at 1:58 pm

BDO USA Tax Publications

Executive Summary of Federal Relief Available to Businesses of All Sizes
on May 27, 2020 at 4:00 am
Treasury Announcement Regarding Income Tax Treaty References to NAFTA in Light of the USMCA
on May 22, 2020 at 4:00 am

BDO USA Industry Publications

What’s to Come with BDO’s Nonprofit Benchmarking Survey
on May 29, 2020 at 4:00 am
2020 Technology Digital Transformation Survey
on May 27, 2020 at 4:00 am

BDO USA Advisory Publications

Federal Reserve’s New Main Street Loan Instructions Set the Stage for Opening Up the Program
on May 29, 2020 at 4:00 am
Video Series: Digital Transformation Success Secrets and Top Takeaways
on May 28, 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