Business Details
We have been operating in the Lake Norman region since 1995, providing over three decades of trusted CPA services. We employ licensed professionals, including partners Barbara Griffeth McCall (CPA #24919) and Phil Lachapelle (CPA #34427), who bring extensive technical knowledge to every engagement. We specialize in meticulous tax preparation for individuals and corporations, ensuring full compliance with federal, state, and local regulations. We conduct rigorous financial audits that adhere to GAAP standards, delivering reliable statements and enhancing stakeholder confidence. We offer comprehensive accounting solutions that deliver timely, accurate financial information for informed decisionmaking. We provide tailored business and management advisory services, guiding startups and growing companies through formation, acquisition, and reorganization of entities.
We apply entrepreneurialminded problemsolving to deliver practical fiscal advice that aligns with each clients unique goals. We maintain strict professional standards, emphasizing quality, timeliness, and fairness of fees in every project. We prioritize personalized, individualized concern for client success, striving to add measurable value beyond traditional accounting. We invest in attracting and retaining exceptional talent, fostering a balanced view of life and business to better serve our community. We make it our business to know your business, delivering transparent, resultsoriented service that exceeds client expectations.
We apply entrepreneurialminded problemsolving to deliver practical fiscal advice that aligns with each clients unique goals. We maintain strict professional standards, emphasizing quality, timeliness, and fairness of fees in every project. We prioritize personalized, individualized concern for client success, striving to add measurable value beyond traditional accounting. We invest in attracting and retaining exceptional talent, fostering a balanced view of life and business to better serve our community. We make it our business to know your business, delivering transparent, resultsoriented service that exceeds client expectations.
Highlights and features
- We have served the Lake Norman area since 1995.
- Our partners hold CPA licenses #24919 and #34427.
- We provide tailored advisory services for startups and growing businesses.
- Our team ensures audit and tax work completes on time.
- We maintain transparent, fair fee structures for all services.
Services
Tax Preparation
Our tax preparation service handles individual and corporate returns with meticulous accuracy and personalized attention. We stay current on federal, state, and local regulations to ensure full compliance. Clients benefit from reduced audit risk and timely filing, supported by licensed CPAs.
Audit Services
We conduct comprehensive financial audits for businesses across the Lake Norman region, adhering to GAAP standards. Our auditors identify material weaknesses and provide actionable recommendations to strengthen internal controls. The process delivers reliable statements, enhances stakeholder confidence, and supports regulatory compliance.
Business Advisory
Our business advisory service offers strategic planning, entity formation, and transaction guidance for entrepreneurs. We help clients evaluate mergers, acquisitions, and reorganizations, ensuring comprehensive tax-efficient structures. Clients gain clear financial roadmaps, risk mitigation, and improved profitability through our expert counsel.
