Ball & Minor

At Ball & Minor CPA, PA, we pride ourselves on being a trusted partner for our clients, offering a wide range of services designed to help individuals and small businesses prosper and grow. Our team of experienced professionals, led by David W. Ball, CPA, and James R. Minor, CPA, PFS, CFP, is dedicated to providing personalized financial planning and tax preparation services. With a focus on wealth accumulation, we strive to help our clients achieve their financial goals.

Our Services

Our services include accounting and bookkeeping support, tax planning and preparation, management advisory services, and retirement planning. For small business clients, we offer setup and operation of accounting software, such as QuickBooks and Peachtree. We also provide consultations on estate planning, divorce planning, real estate issues, and financial products, ensuring that our clients have access to expert advice throughout the year.

Meet Our Team

David W. Ball, CPA, has years of experience in public practice, starting his own firm in Fuquay-Varina, North Carolina. James R. Minor, CPA, PFS, CFP, brings expertise in financial planning and holds designations such as Personal Financial Specialist (PFS) and Certified Financial Planner (CFP). Jacob G. Schachle, CPA, is also part of our team, providing a strong foundation in accounting and tax preparation.

Business Hours

Our business hours vary slightly depending on the time of year. From January 1 through April 15th, we are open Monday through Friday from 8:00 a.m. to 5:00 p.m. After April 15th, our hours are Monday through Thursday from 8:00 a.m. to 5:00 p.m. and Friday from 8:00 a.m. to 12:00 p.m.

Financial Planning & Investment Management

For comprehensive financial planning and investment management, we offer services through our sister company, Ball & Minor Investments, Inc., doing business as Red Oak Capital Advisors. This allows us to provide a holistic approach to financial planning, including investment advice and management.