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Piedmont Tax & Advisory | Charlotte CPA Firm
CPA Services • Tax Planning • Advisory

Financial Clarity for Growing Businesses

Strategic tax planning and accounting services that help Charlotte businesses minimize liability and maximize growth.

$12M+ Tax Savings Delivered
500+ Clients Served
25+ Years Experience
Tax Savings Summary 2024
Projected Savings $47,250
R&D Credits$18,400
Entity Structure$15,200
Depreciation$13,650

How We Help

Comprehensive accounting and advisory services tailored to your business needs.

Tax Planning

Proactive strategies to minimize tax liability and maximize cash flow throughout the year.

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Tax Preparation

Accurate, timely filing for businesses and individuals with complex tax situations.

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Business Advisory

Strategic guidance on entity structure, growth planning, and financial optimization.

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Bookkeeping

Monthly bookkeeping, financial statements, and management reporting you can rely on.

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Not Your Average Accounting Firm

We're not just number crunchers. We're strategic partners invested in your financial success.

Proactive Approach

We don't wait for tax season. Year-round planning to capture every opportunity.

Industry Expertise

Specialized knowledge in healthcare, tech, real estate, and professional services.

Technology Forward

Cloud-based systems for real-time financial visibility and collaboration.

Financial planning

What Our Clients Say

"Piedmont saved us $35,000 in our first year through better entity structuring. They actually understand business, not just tax code."

David Thompson Thompson Tech Solutions

"Finally, a CPA who responds to emails and explains things in plain English. The monthly financial reports have transformed how I run my practice."

Dr. Lisa Martinez Charlotte Dental Group

Ready to Optimize Your Finances?

Schedule a free consultation to discuss your tax situation and discover potential savings.