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Preparing your own tax returns is an option for many people, but when you consider the complexities that go along with completing even the simplest forms, the best approach may be seeking the assistance of a certified accountant. Our experienced team of CPAs can take the headache out of doing taxes yourself and help you save money by identifying credits and deductions you may have overlooked. Our CPA services are driven by a desire to provide high-quality tax preparation aimed at reducing future taxes and improving your overall financial situation. 

If you can answer yes to any of the following questions, it’s likely that we can help increase your tax savings. We support individuals in Concord, Kannapolis, Harrisburg, and the greater Charlotte Metro area.

  • Are you self-employed?
  • Did you move between states this year?
  • Do you own a business or are you self-employed?
  • Do you own rental properties?
  • Did you buy or sell a house during the year?
  • Did you buy or sale a business or rental during the year?
  • Do you own complicated investments?
  • Do you want advice on how to reduce your taxes?
  • Do you know your record keeping and retention requirements related to your taxes?

Contact Us

If you need help filing taxes, our experienced team of CPAs is here to help. Contact us today for more information on how we can help with tax preparation and save you money.

Contact us today for more information on how we can help with tax preparation and save you money.

Meet Our Owners

d gordonDavid W. Gordon, CPA, PFS

David heads the individual, estate, trust and gift tax departments for the firm.  He also works with closely held businesses and their owners assisting them with many planning issues.

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l keeterLadoska Keeter, CPA

Ladoska currently manages the business tax, accounting, and bookkeeping departments,  primarily focusing on working with businesses and non-profit organizations on their tax compliance, operational efficiencies, and planning.

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m nicholsMichele L. Nichols, CPA

Michele's focus is on corporate and partnership tax compliance and reporting and she does a great deal of consulting work with small businesses.

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h richterHeather Richter, CPA

Heather primarily focuses on individual income taxes. She has a broad range of public accounting experience spanning 20+ years including but not limited to assisting individuals, small to mid-size businesses and not for profit entities with both tax preparation and planning.

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