Business Details
36 Years
experience
Trusted Accounting Services in Beaufort, NC
Established in 1990, our firm has been serving the Carteret County community since 1983. We specialize in delivering personalized accounting services rooted in small-town values and professional excellence. Our team of nine professionals, including five CPAs with decades of collective experience, prioritizes client relationships and tailored solutions. We focus on tax planning, business structuring, and financial compliance, helping individuals and businesses navigate complex financial landscapes.Our reputation for conscientious service stems from a commitment to reducing client tax burdens while safeguarding assets. With deep local roots and specialized expertise in entity structuring and succession planning, we serve as trusted advisors to our community. Our services extend to payroll tax management, estate planning, and financial statement compilations, ensuring comprehensive support for diverse client needs.
Services
Tax Planning
Business Start-Up Planning
Payroll Tax Services
Estate Planning
Financial Statement Compilations
Mergers & Acquisitions
Bookkeeping
Corporate Tax Compliance
Trust Planning
Asset Protection
Details
- Year established: 1990
Highlights and features
- We offer 30+ years of local accounting expertise in Carteret County.
- Our team includes five CPAs with decades of collaborative experience.
- Specialized in business entity structuring and tax-efficient planning.
- We prioritize personalized service with small-town values and attention.
- Proven track record in asset protection and tax burden reduction.
Services
Tax Planning
Our tax planning services focus on minimizing liabilities through strategic deductions, credits, and entity structuring. We analyze business operations and personal finances to create customized plans that ensure compliance while maximizing savings. Clients benefit from proactive guidance tailored to evolving tax laws.
Business Start-Up Planning
We assist entrepreneurs in selecting optimal business structures, registering entities, and establishing financial systems. Our expertise in entity structuring protects assets and ensures tax efficiency. Clients receive step-by-step support for licensing, payroll setup, and long-term financial planning.
Estate Planning
Our estate planning services include trust creation, will preparation, and gift tax strategies. We help clients safeguard assets for beneficiaries while minimizing estate taxes. Personalized plans address unique family dynamics and long-term wealth preservation goals.
Payroll Tax Services
We manage payroll tax filings, withholding calculations, and reporting to ensure compliance with federal and state regulations. Businesses receive accurate processing, timely submissions, and guidance on tax implications of employee compensation structures.
Mergers & Acquisitions
Our team provides financial due diligence, valuation analysis, and tax-efficient structuring for mergers, acquisitions, or sales. Clients gain clarity on transaction risks, pricing strategies, and post-deal financial integration to maximize returns.
People
Bradford H. Piner
Owner
Brad Piner, a native of Beaufort, earned his accounting degree from UNC-Wilmington in 1982 and became a CPA in 1985. He has served Carteret County since 1983, specializing in business entity structuring and tax planning.
Charlene Fulcher
CPA
Charlene Fulcher joined the firm in 1983, earned her CPA certification in 1987, and specializes in local business accounting. She resides in Atlantic and brings over 35 years of experience in financial compliance and client advisory services.
Jaime McCarthy
CPA
Jaime McCarthy, a Beaufort native, joined the firm in 1994 and became a CPA in 2000. She focuses on individual and corporate tax compliance, bringing 25+ years of expertise in financial reporting and tax strategy.
Kelley Leach
CPA
Kelley Leach joined the team in 2009 after earning her Master of Accounting from UNC-Wilmington. Certified in 2011, she specializes in financial statement compilations and tax planning for small businesses.
Corey Fulcher
CPA
Corey Fulcher, a UNC-Wilmington graduate, joined the firm in 2014 after completing his CPA certification. He focuses on business tax compliance and asset protection strategies, serving clients with a data-driven approach.
Questions
What accounting services do you offer?
We provide tax planning, business structuring, payroll tax compliance, estate planning, financial statement compilations, and advisory services for mergers or business sales.
How do you help reduce tax burdens?
We analyze your financial situation to identify deductions, credits, and optimal entity structures that minimize tax liabilities while ensuring compliance with current regulations.
Do you specialize in small business accounting?
Yes, we focus on small businesses, offering tailored solutions for start-ups, payroll management, and long-term financial planning with personalized attention.
What areas do you serve?
We primarily serve Beaufort, Morehead City, Atlantic Beach, and Harkers Island in North Carolina, with deep local expertise since 1983.
Are your CPAs certified in North Carolina?
Yes, all our CPAs hold active certifications from the North Carolina State Board of CPA Examiners with decades of combined experience in local accounting.
Reviews (2)
Roberto S.
Jan 27, 2021
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Mr. Piner and his staff are professional, very tax savvy, honest, and efficient. I believe I have used him for the last 12 years with both multiple corporate and personal accounts. I unequivocally recommend their office or any service that they offer.
Yates Street Rentals
Dec 24, 2019
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Used for basic tax returns. They got 3 things wrong when I reviewed my return (like forgetting to add a child to our return). When I called to (very politely) let them know, Mr Piner was indignant and refused to believe me. After grudgingly reviewing our return he fixed the mistakes, but refused to apologize and charged additional fee for the "extra" review. Arrogant, rude, and I would worry if they miss the simple, how do they deal with anything slightly complex?
We all have an off day - especially I'm sure during tax season. Just admit you made a mistake, don't double down on the arrogance. We're all human, mistakes happen, please just admit to them and perhaps reduce the fee for the client when you do make a mistake?
We all have an off day - especially I'm sure during tax season. Just admit you made a mistake, don't double down on the arrogance. We're all human, mistakes happen, please just admit to them and perhaps reduce the fee for the client when you do make a mistake?