Trusted Advisors

We are a CPA firm that focuses on you, the client. Why?  Because we are you!  We are also business owners & professionals that understand what it takes to run a business.  Quite simply, we have been where you are. To achieve success, we know that we have to take care of you. Therefore, you can reach us easily by phone or email. If we’re not available, we always get back to you promptly. Alternatively, you can complete the information request form and we will contact you as soon as possible.

We attempt to keep you informed via this website, newsletters and even the occasional seminar. Of course, the best way to keep informed is to schedule a meeting with one of our associates. We advise clients about tax, retirement, estate and financial planning.

United States United States
9525 Birkdale Crossing Drive, Suite 206 Huntersville, Charlotte, North Carolina 28078
NA
10 - 49

Service Focus

Focus of Business Services
  • Accounting - 50%
  • Payroll - 50%
  • Auditing - 20%
  • Bookkeeping Services - 20%
  • Forensic Accounting - 20%
  • Merger & Acquisition - 20%
  • Tax Preparation - 20%

Industry Focus

  • Advertising & Marketing - 20%
  • Business Services - 20%
  • Financial & Payments - 20%
  • Healthcare & Medical - 20%
  • Information Technology - 20%

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