Effective January 15, 2018, our new address is:

Three Morrocroft Centre, Suite 400
6801 Morrison Boulevard
Charlotte, North Carolina 28211

Our phone numbers will remain the same.

Effective January 15, 2018, our new address is Three Morrocroft Centre, Suite 400, 6801 Morrison Boulevard, Charlotte, NC 28211.   Close

The firm was founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions. We help our clients achieve their most important business and personal goals. We provide innovative and effective tax, legal and financial representation, and constantly seek new ways to provide our services in the most efficient and effective manner.

Our goal is to become the most respected tax, legal and financial firm in the Southeast for successful individuals business owners, professionals and their families.

Our culture of innovation and efficiency allows us to attract highly skilled, self-motivated professionals. We deliver our services through highly trained client service teams. We equip our professionals with state-of-the-art technological tools.

Our team of attorneys, Certified Public Accountants and tax experts:

  • Represent clients in the areas of tax, estate planning, real estate, commercial transactions and finance.
  • Help clients minimize taxes in their business and personal matters.
  • Help clients structure ownership of their assets and business entities in a way that preserves and protects their wealth.
  • Help clients find simple, effective solutions to complex problems.

Our goal is to develop a life-long relationship with our clients. As our clients’ most-trusted advisor, we strive to add value to their companies and their lives.