The Lake Norman based CPA firm is a full service accounting firm that addresses nearly every aspect of financial life. We offer a broad range of services to business owners and individuals. The combined financial experience of our staff is over 75 years! Our rates are affordable and our staff is friendly.
We offer a free initial consultation regarding your particular financial needs and objectives. We are experienced in all matters of individual and business taxation, business formation and bookkeeping, QuickBooks training, IRS notice resolution, estate and gift taxation, payroll and financial planning.
We offer a free initial consultation regarding your particular financial needs and objectives. We are experienced in all matters of individual and business taxation, business formation and bookkeeping, QuickBooks training, IRS notice resolution, estate and gift taxation, payroll and financial planning.
Services
Bruce's background includes being a CPA with the world-wide accounting firm Price Waterhouse in Charlotte before its merger into PriceWaterhouse Coopers.
Bruce's experience includes a wide variety of industries and businesses including retail, construction, manufacturing, distribution, wholesale and banking, to name a few. Bruce has also served in several financial leadership positions such as an Accounting Officer in a public company listed on the American Stock Exhange and a Chief Financial Officer of a mid sized company with several locations and manufacturing and distribution facilities.
Bruce's experience includes a wide variety of industries and businesses including retail, construction, manufacturing, distribution, wholesale and banking, to name a few. Bruce has also served in several financial leadership positions such as an Accounting Officer in a public company listed on the American Stock Exhange and a Chief Financial Officer of a mid sized company with several locations and manufacturing and distribution facilities.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir?
As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly. You could take care of their day-to-day financial tasks yourself, if you have the time and live close.
