5601 77 Center Dr Suite 140 Charlotte NC 28217 704-277-5681
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We are a full-service Accounting firm located in Charlotte, NC. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

Committed to helping our customers achieve their dreams

We specialize in accounting, bookkeeping and tax services for small to medium sized businesses, (including sole proprietorships, LLCs, Partnerships, S Corporations, C Corporations), Individuals, Non-Profit Organizations.

We also offer advice and help with business set-up, business plan preparation, and merger & acquisition issues.

If you or your business have issues with the IRS or state taxing authorities, we are authorized to represent you in the resolution of those issues, and negotiate with the appropriate authorities for theresolution of those issues.

Reg Davies, MBA, EA – Owner

Reg Davies is an Accountant, MBA and Enrolled Agent with in excess of 30 years experience in public and private accounting.

Reg was born & raised in the UK and attended college both in the UK and US. He has undergraduate degrees in both Accounting and Business Administration. He also holds an MBA with a concentration in finance.

Reg worked in corporate accounting as an Accounting Manager and Plant Controller in the recording industry for 10 years. He has worked in public accounting for in excess of 20 years, working with small to mid-sized clients to prepare accurate financial statements to help them better manage their businesses. Reg has helped business clients with the set-up of their companies, including advice on entity selection and help with preparing their business plans. He has also worked in merger & acquisition (M&A) situations, helping clients with their exit strategies when selling their businesses and analyzing the financial records of businesses his clients are looking at purchasing.

Reg is an Enrolled Agent (EA) and represents clients in IRS & state tax issues and audits.

His wealth of experience includes but is not limited to the following:

General Accounting
Financial Reporting
Capital Budgeting
Business Plan Preparation
Merger and Acquisition Due Diligence
QuickBooks Accounting
Tax Preparation
Tax Issue Resolution

Tax Services
Tax Preparation
Tax Planning
Tax Problems

Business Services
Small Business Accounting
Payroll
Part-Time CFO Services

QuickBooks Services
Why Quickbooks
QuickBooks Setup
QuickBooks Training

Services for Individuals
Personal Financial Planning
Estate Planning
Elder Care


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Phone 704-277-5681
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distance: 4,418 Miles
Address 5601 77 Center Dr Suite 140 Charlotte NC 28217
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