Firm Profile

Our core competencies include the following services:

  • Audits or reviews of financial statements
  • Income tax preparation and planning
  • Financial accounting and bookkeeping
  • Low-end accounting software setup and training
  • Business advisory

We provide services to clients ranging in size from sole proprietors to companies with over 100 employees. Our clients are located primarily in Charlotte, North Carolina and the surrounding counties, but some are also located in other areas of North and South Carolina.

Jim Mason started the practice in 1992 and, with internal expansion, moved to our office on Westinghouse Boulevard in 1996.