Charles Bryan CPA PA

At Charles Bryan CPA, P.A., our mission is to provide exceptional accounting and tax preparation services to individual and small business clients in Angier, North Carolina. With over 30 years of experience, our firm is committed to maintaining client confidentiality and fostering trust with our clients. Our team of experienced professionals is dedicated to providing personalized service and expert guidance to help our clients achieve their financial goals.

Services Offered

Our firm offers a wide range of services to meet the unique needs of our clients. Whether you're an individual or a small business, we can help you with:

• Tax Preparation: We offer professional tax preparation services for individuals, partnerships, S and C Corporations, trusts, and non-profit organizations. Our tax preparation services include accurate and timely filing of tax returns, ensuring that you comply with all applicable tax laws and regulations.

• Tax Planning and Consulting: We provide expert tax planning and consulting services to help you make informed decisions about your financial future. Our team of experienced professionals will help you minimize your tax liability, optimize your financial situation, and achieve your long-term goals.

• Bookkeeping and QuickBooks: We understand that managing your finances can be overwhelming. Our bookkeeping services include setting up and maintaining your financial records, preparing financial statements, and providing regular financial reports. We also offer QuickBooks training and support to help you effectively manage your financial affairs.

• Planning and Consulting: We offer a range of planning and consulting services, including tax planning, retirement planning, estate planning, and new business formation. Our experienced professionals will help you prepare for the future, protect your assets, and achieve your financial goals.

• Auditing and Agreed-Upon Procedure Engagements: We provide auditing and agreed-upon procedure engagements to help you ensure the accuracy and reliability of your financial statements. Our team of experienced professionals will conduct a thorough examination of your financial records, ensuring that your financial information is accurate and reliable.

Meet Our Team

Our team of experienced professionals is dedicated to providing exceptional service and expert guidance to our clients. Our team includes:

• Charles Bryan, CPA, P.A. - A 1987 graduate of UNC-Chapel Hill and a 1995 graduate of Guilford College, Charles has 31 years of experience in accounting with 20 years in public accounting. He is a licensed CPA and a member of the AICPA and the NCACPA.

• Jennifer Thomas, Office Manager - With 26 years of management experience, 15 of which are in the accounting and tax profession, Jennifer is responsible for managing our office operations and providing exceptional customer service.

• Olivia Bryan, Office Assistant - A recent college graduate with a Master's in Business Administration from the University of North Carolina at Pembroke, Olivia is responsible for assisting our team with administrative tasks and client communication.

• Doris Dalton, Tax Preparer - With over 35 years of experience in the accounting profession, Doris is a certified public accountant (CPA) and a certified financial planner (CFP). She is a member of the AICPA and the NCACPA.

• Janice Hall, Bookkeeping and Payroll Specialist - With 20 years of bookkeeping experience and 10 years of payroll experience, Janice is responsible for providing bookkeeping and payroll services to our clients.