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Our
Mission |
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To exceed our clients'
expectations through extraordinary people who make up the premier
firm for audit, tax, accounting and consulting services in the
Lake Norman area. |
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These extraordinary people strive
to be known for their wisdom of counsel, personal and individualized
concern for client success, quality and timeliness of service,
fairness of fees and value-added client services. |
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Finally, we strive to attract
and retain exceptional people with a balanced view of life
and business in order to meet and serve the needs of our clients
and community in a manner unique to our profession. |
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We
make it our business to know your business. |
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Services
We Offer |
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Our
Business and Management Advisor Services are individually
tailored to the unique requirements of each of our clients.
We understand the practical issues and risks faced by start-up
and growing businesses. |
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We also offer
insight and guidance on the tax aspects of selected transactional
matters and strategic planning through our CPA Advisor Services.
We provide guidance in connection with the formation, acquisition,
reorganization of corporations, partnerships, limited liability companies
and trusts. |
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Our technical
expertise, professional experience and dedication to delivering
practical entrepreneurial-minded solutions to business problems
means sound fiscal advice specific to your company's needs. |
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Mooresville Office
532 Williamson Road
PO Box 3185
Mooresville, NC 28117
Phone: 704-664-7201
Fax: 704-664-2207
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Cornelius Office
Now @ New Location!
18805 West Catawba Avenue
Suite 102
PO Box 2430
Cornelius, NC 28031
Phone: 704-896-2870
Fax: 704-896-2622
Securely Upload Files
Client Center
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Huntersville Office
127 N. Maxwell Ave.
PO Box 527
Huntersville, NC 28070
Phone: 704-992-0061
Fax: 704-992-0063
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