About Our Team
We are a client-centered firm.
This is the philosophy that our CPA firm was built on. Everything we do adds value and makes your life easier. Employing this approach towards serving you gives us a deeper sense of purpose and fulfillment from the work that we do!
We exist to help you make sound financial decisions, gain peace of mind, and avoid unpleasant surprises with your taxes. There is no greater honor for us than to advise and guide you along the process of making important decisions. Our clients consistently tell us that having us in their corner gives them peace of mind and confidence. We’ve never met anyone that likes paying taxes so we help you plan and execute strategies that take the weight off your shoulders.
Our team of seasoned CPAs and accountants thoroughly enjoys the work that we do for our clients, and most of the time, it doesn’t feel like work!
Meet our Team
Our firm was born from both a vision and a need.
Our founder had a vision that began to develop in 2009. That vision consisted of building his own CPA firm that would be characterized by world-class client service.
After working at a larger CPA firm for more than 5 years, our founder began to pursue that vision and established the first iteration of our firm in 2014, during a career transition to work in corporate finance. The plan was to build a CPA firm from the ground up, while working in corporate finance. However, things don’t always go according to plan. Our founder’s corporate career took off and he had to put his plans of starting his own CPA firm on hold.
Several years later, while still working in corporate finance, our founder began to learn of the dire need for more CPAs. The AICPA estimates that more than 75% of CPAs in the US have been at retirement age for several years. While many older CPAs are retiring, the next generation is not as interested in the profession, resulting in a huge need for CPAs in general, but especially for client-centered CPAs.
In 2023, our founder seized that opportunity by acquiring a practice from a retiring CPA and we’re building off that foundation. We’re building a firm that will be known for being a client-centered CPA firm in the Charlotte metro area.
VLAD TKACH, FOUNDER
Phil Kurland,
Tax Manager
Ilona Belyshev,
Accounting Manager
Tanya Brodsky,
Support Manager
We work with
BUSInesses
business owners
high-income earners
IN THE CHARLOTTE METRO AREA