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

State Budget Agreement in the Works
by Liz Cooper on June 10, 2022 at 4:36 pm
CPA Firm Succession Planning: What Are Your Options?
by Liz Cooper on January 7, 2022 at 3:07 pm

BDO USA Tax Publications

BIS Announces Extensive Restrictions on Export of Tech Products to Russia
on February 25, 2021 at 5:59 pm
California FTB Issues Guidance on PL 86-272 for Certain Online Activities
on February 25, 2021 at 5:59 pm

BDO USA Industry Publications

BDO’s 7 Predictions for the Life Sciences Industry in 2022
on February 25, 2021 at 5:59 pm
5 Things You Need to Know About mRNA Technology
on February 25, 2021 at 5:59 pm

BDO USA Advisory Publications

BDO Bundles Services for Insurance M&A Win
on February 25, 2021 at 5:59 pm
BDO Knows Fraud Analytics: A Case Study
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