Accounting, Tax & Advisory for the Businesses that Drive America
The Main Street CPA firm, rebuilt for today. Licensed CPAs with Big 4 backgrounds who know you by name, get your tax foundation right, and act as your proactive tax strategist throughout the year.
Main Street, modernized
The Main Street CPA, built for today
We’re the CPA firm Main Street used to have: we know you by name, pick up when you call, and sit down with you in person when we can. And because we’re a modern firm built on today’s tools, less of our time goes to paperwork and more of it goes to you.
Know You by Name
A licensed CPA who knows you, your business, and your story, year after year.
Call or Text Us
You always connect with your CPA, who already knows your situation. No getting rerouted to junior staff or outsourced personnel.
Meet in Person
Over coffee, at our Charlotte office, or at your place of business when we can.
Built on Today’s Tools
Professional-grade tax software, cloud accounting, and automated workflows handle the routine work, so our time goes to strategy.
What you get
Full-service CPAs. A focus on tax strategy.
We act as your proactive tax strategist, working alongside your other advisors throughout the year, with the same team preparing your returns, so nothing falls through the cracks.
Tax is our focus, but it’s not all we do. Quarterly or year-end financials, loan packages, cost segregation studies, and more are there whenever you need them.
Included in every engagement
Clear fees. Ongoing support.
One fixed fee, agreed upfront in writing, and a CPA you can reach whenever you need one.
Your Tax Returns
Business and owner returns prepared and filed by a licensed CPA, with a clear explanation of what we're seeing and recommendations for the year ahead.
Meetings Throughout the Year
We meet with you multiple times a year to plan ahead — estimated payments, year-end moves, and big decisions — so the proactive moves happen before deadlines, not after.
Advisory Hours
Call or email with questions as they come up without getting a bill. If something grows into its own project, we scope it with you before any work begins.
Audit Support
If a return we prepared is examined, audit support is included for three years after filing. Larger matters are scoped separately.
How it works
We scope it right from the start
Before we quote anything, we review your actual returns and records, so your fixed fee reflects your real situation.
Step 1
Intro Call
A conversation about you, your business, and what's on your mind.
Step 2
Diagnostic Review
We request prior-year returns and anything else we need, and a CPA reviews them for errors, missed strategies, and structure issues.
Step 3
Fixed-Fee Proposal
After we have your documents, you get our findings and a fixed-fee proposal for the work ahead.
Step 4
Foundation, Then Year-Round
We complete the foundational work, meet with you throughout the year, and prepare your return.
Your first year usually starts with foundational work: fixing what’s been missed in the past, putting new strategies in place, and streamlining how the business runs day to day.
Who we serve
