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Davidson
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Davidson
Showing 61 to 70 of 83 CPAs in Davidson, North Carolina
KE
Karen E. Brown
Certified Public Accountant
Verified Licensed
Location Davidson, North Carolina 28036
Karen E. Brown is a certified public accountant (CPA) serving small and medium-sized businesses, entrepreneurs, and startups in Davidson, North Carolina. With over two decades of experience, she provides specialized accounting services, including basic accounting, business tax, and individual tax, to address unique needs. Her expertise in sales tax compliance and tax planning consulting helps clients navigate complex tax laws and regulations, ensuring compliance and minimizing potential liabilities.
MA
Michael A. Goheen
Certified Public Accountant
Verified Licensed
Location Davidson, North Carolina 28036
Based in Davidson, North Carolina, Michael A. Goheen provides accounting services to individuals and families, as well as small and medium-sized businesses in the local area. With over 10 years of experience, he offers a range of services, including tax planning and consulting, payroll processing, and financial planning. Specializing in basic accounting services, individual tax services, and financial planning, Michael A. Goheen helps clients navigate complex financial situations and achieve their long-term goals.
TB
Teresa B. Shirley
Certified Public Accountant
Verified Licensed
Location Davidson, North Carolina 28036
Teresa B. Shirley, a certified public accountant based in Davidson, North Carolina, has over a decade of experience providing expert accounting services to individuals and families, as well as small and medium-sized businesses. Her areas of specialization include basic accounting services, business tax services, and financial planning, with a focus on helping clients navigate complex tax laws and regulations. Shirley's expertise extends to bookkeeping and financial statement compilation, ensuring that clients' financial records are accurate and up-to-date, as well as sales tax compliance, helping businesses stay compliant with state and local regulations.
JW
Jerry W. Harris
Certified Public Accountant
Verified Licensed
Location Davidson, North Carolina 28036
Practicing in Davidson, North Carolina, Jerry W. Harris is a seasoned accountant with over 20 years of experience. Providing accounting and tax services to small and medium-sized businesses, as well as individuals and families, Harris specializes in basic accounting services, individual tax services, and financial planning. Harris also offers unique services in retirement account tax reporting and sales tax compliance, helping clients navigate complex tax regulations.
ML
Michelle L. Mahl
Certified Public Accountant
Verified Licensed
Location Davidson, North Carolina 28036
Michelle L. Mahl, a certified public accountant based in Davidson, North Carolina, has over 12 years of experience in providing financial planning and accounting services to entrepreneurs and family-owned businesses. Her professional background includes expertise in individual and business tax return preparation, as well as sales tax compliance for various business entities. As a dedicated accountant, Michelle offers specialized services in basic accounting, financial planning, and business tax services, supporting the growth and financial stability of her clients.
PL
Patti L. Waldeisen
Certified Public Accountant
Verified Licensed
Location Davidson, North Carolina 28036
Patti L. Waldeisen is a certified public accountant with over two decades of experience serving the financial needs of entrepreneurs and startups in Davidson, North Carolina. Her practice focuses on basic accounting services, financial planning, and individual tax services, with a specialization in meeting the unique needs of small and medium-sized businesses. Waldeisen provides expert payroll processing and compliance services, as well as representation in IRS matters, helping her clients navigate complex tax laws and regulations. With a deep understanding of financial planning and tax strategies, she helps her clients make informed decisions to achieve their long-term goals and ensure financial stability.
SC
Steffany C. Hajek
Certified Public Accountant
Verified Licensed
Location Davidson, North Carolina 28035
Based in Davidson, North Carolina, Steffany C. Hajek is a certified public accountant (CPA) with over 15 years of experience in providing financial guidance to small and medium-sized businesses and individuals. Her areas of specialization include basic accounting services, business tax services, and small business accounting, with a focus on helping clients maintain accurate financial records and adhere to tax regulations. One notable aspect of Steffany's practice is her IRS representation service, which assists clients in resolving tax disputes and navigating complex tax issues.
JG
James G. Radler
Certified Public Accountant
Verified Licensed
Location Davidson, North Carolina 28036
Based in Davidson, North Carolina, James G. Radler is a certified public accountant with over 20 years of experience serving small and medium-sized businesses and various business structures, including S-Corps, partnerships, and LLCs. His expertise spans basic accounting services, individual tax services, and tax compliance, with a focus on meeting the unique needs of each client. Notably, Radler provides tax planning and consulting services, helping clients navigate complex tax laws and optimize their financial strategies.
SP
Stephen P. Aldrich
Certified Public Accountant
Verified Licensed
Location Davidson, North Carolina 28036
Stephen P. Aldrich, a seasoned accountant, is based in Davidson, North Carolina, and brings over 15 years of experience in providing financial guidance to individuals and businesses. His areas of specialization include basic accounting services, small business accounting, and tax compliance, with a focus on ensuring clients meet their tax obligations. Mr. Aldrich advises clients in various business structures, including S-Corps, partnerships, and LLCs, and also prepares individual and business tax returns, as well as retirement account tax reports.
DJ
David J. Kren
Certified Public Accountant
Verified Licensed
Location Davidson, North Carolina 28036
David J. Kren, a certified public accountant with over 10 years of experience, serves clients in Davidson, North Carolina. His practice focuses on general accounting and advisory services, including tax planning and consulting, with specializations in basic accounting services, tax compliance, and financial planning. With expertise in serving entrepreneurs and startups, as well as family-owned enterprises, Kren provides tailored guidance to help his clients achieve their financial goals.

North Carolina's thriving CPA market serves a rapidly growing state with strong banking, technology, and life sciences sectors. The North Carolina State Board of CPA Examiners requires 150 semester hours for licensure. CPAs must complete 80 hours of continuing professional education every two years, including 4 hours of ethics and minimum technical requirements.

Key Tax Considerations: North Carolina has a flat 4.5% individual and corporate income tax following recent reforms, creating a relatively simple tax environment. CPAs commonly handle state income tax compliance, sales and use tax, and various business incentives for economic development. The Research Triangle's concentration of startups and tech companies creates demand for equity compensation planning, venture capital accounting, and R&D tax credits. Growing population from higher-tax northeastern states creates opportunities in residency planning and wealth preservation strategies.

Industry Specializations: Banking and financial services (Charlotte is the nation's second-largest banking center), biotechnology and pharmaceuticals (Research Triangle), technology and software, healthcare systems, higher education, manufacturing, agriculture, and furniture production are key practice areas. Charlotte CPAs often specialize in banking regulations and financial services, while Raleigh-Durham focuses on technology startups and life sciences companies.

For CPA Professionals: The North Carolina Association of CPAs provides robust resources across a large, growing state. Charlotte offers big-city opportunities with major banking presence, while the Research Triangle (Raleigh-Durham-Chapel Hill) provides innovation economy focus. Greensboro, Winston-Salem, and Asheville offer secondary markets with lifestyle benefits. The state's business-friendly tax reforms, continued in-migration, and diverse economy create expanding opportunities. Excellent universities provide strong talent pipeline, and the moderate climate and lower cost of living than northeastern states attract both practitioners and clients.