Services
A North Carolina-based team serving businesses, organizations, and individuals across the region and beyond.
Tax
Our tax professionals work across ten North Carolina offices, which means the people who prepare your returns are the same people planning ahead of them. That continuity is how we surface savings a once-a-year review tends to miss.
Tax Consulting & Compliance
Compliance, planning, and strategies that manage obligations and identify savings for businesses, owners, and individuals.
Cost Segregation
Engineering-based studies that reclassify building components into shorter depreciation lives, accelerating deductions and freeing up cash.
Disaster Response & Incentive Advisory
Recovery support after a disaster, from casualty loss claims to the federal, state, and local relief and incentive programs you qualify for.
International Tax
Cross-border structuring, treaty analysis, and reporting for companies and individuals with operations, income, or assets outside the U.S.
Assurance
Lenders, boards, regulators, and plan participants all read your financials differently. Our assurance teams have spent decades reporting to each of them, and they tell you what they find while there is still time to act on it.
Audit & Assurance
Audits, reviews, and compilations that strengthen financial reporting and meet regulatory requirements.
Employee Benefit Plans (ERISA)
Audits of 401(k) and other benefit plans that satisfy Department of Labor and ERISA requirements and keep plan sponsors compliant.
Fraud Detection & Prevention Services
Forensic review of transactions and controls to uncover fraud, quantify losses, and close the gaps that allowed it to happen.
Business Advisory
In 77 years we have sat with owners through the decisions that only happen once: selling, buying, handing the business to the next generation. Our advisory teams bring the tax and assurance side of the firm into the room with them.
Business Advisory Services
Strategic guidance on succession, M&A, financial structuring, and long-term planning.
Client Accounting & Advisory Services (CAAS)
Outsourced bookkeeping, payroll, and monthly reporting, with an advisor reading the numbers alongside you.
QuickBooks ProAdvisor Services
Certified setup, cleanup, and training so your QuickBooks file produces numbers you can act on.
Fractional CFO Consulting
Senior financial leadership on a part-time basis: forecasting, cash management, banking relationships, and board reporting.
Transaction Advisory Services
Financial due diligence, quality of earnings, and deal structuring support on both the buy and sell side.
Mergers & Acquisitions
Guidance from target screening through negotiation and integration, with the tax consequences modeled before you sign.
Succession Planning
A timed plan for transferring ownership and leadership, whether the buyer is family, management, or a third party.
Not sure which service you need?
Tell us what you are working through and we will point you to the right practice. With ten North Carolina offices, there is a CPA or advisor near you.