David heads the individual, estate, trust and gift tax departments for the firm. He also works with closely held businesses and their owners assisting them with many planning issues.

Ladoska currently manages the business tax, accounting, and bookkeeping departments, primarily focusing on working with businesses and non-profit organizations on their tax compliance, operational efficiencies, and planning.

DeAnna focuses on nonprofits and small businesses in Cabarrus  & surrounding Counties.

• Bookkeeping
• QuickBooks Training
• Personal & Corporate Tax Returns
  

Michele’s focus is on corporate and partnership tax compliance and reporting and she does a great deal of consulting work with small businesses.

Heather primarily focuses on individual income taxes. She has a broad range of public accounting experience spanning 20+ years including but not limited to assisting individuals, small to mid-size businesses and not for profit entities with both tax preparation and planning.