Business Details
31 Years
experience
Your Trusted Partner for Accounting Solutions in Charlotte
Fisher, P.A. A CPA Firm is a certified public accounting firm dedicated to delivering innovative financial solutions for middle-market businesses and their owners. With decades of combined experience, our team specializes in outsourced accounting, business advisory services, and tax compliance, leveraging cutting-edge technology to enhance communication and operational efficiency. We prioritize proactive strategies to drive profitability, implement tax-saving measures, and provide personalized guidance tailored to each client's unique needs.Our commitment to continuous education ensures clients benefit from the latest insights in tax law and financial planning. By combining technical expertise with a client-centric approach, we empower businesses to achieve long-term success while maintaining transparency and trust.
Services
Business Accounting
Outsourced Controller
Business Advisory
Tax Compliance
Succession Planning
Payroll Services
Strategic Consulting
Tax Audit Representation
Financial Reporting
Cash Flow Forecasting
Details
- Year established: 1995
Highlights and features
- We offer decades of experience in tax compliance and financial strategy.
- Our team provides end-to-end accounting solutions tailored to business needs.
- We prioritize education to help clients implement tax-saving strategies.
- Our proactive approach drives profitability and operational efficiency.
- We combine CPA expertise with cutting-edge financial technology.
What people say
Stress-free tax season
Caring, dedicated accountant
Amazing to work with
Expertise in tax planning
Timely, accurate service
Services
Business Accounting Services
Our outsourced accounting services provide tailored financial management for businesses of all sizes. We handle transaction entry, financial reporting, and reconciliation while implementing cloud-based technology to improve efficiency. Clients benefit from customized solutions that align with industry-specific needs and growth objectives.
Tax Compliance
We specialize in federal, state, and international tax compliance for businesses and individuals. Our CPAs ensure accurate filings while identifying deductions to minimize liabilities. Services include corporate tax returns, trust/estate compliance, and audit representation to protect clients' interests.
Business Advisory Services
Our advisory team offers strategic guidance for business growth and operational efficiency. We develop KPIs, cash flow forecasts, and succession plans while providing expertise in software implementation and financial analysis to support data-driven decision-making.
Payroll Services
We manage payroll processing, tax filings, and compliance reporting while ensuring adherence to labor regulations. Our solutions integrate with accounting systems to streamline financial operations and reduce administrative burdens for business owners.
Succession Planning
Our succession planning services help business owners prepare for transitions through ownership transfers, key employee incentives, and estate planning coordination. We ensure continuity while protecting financial interests during leadership changes.
People
Emily A. Fisher
Principal | Business Advisor
Certified Public Accountant with 20+ years of experience in corporate finance and tax strategy. Former equity analyst and wine bar owner, now focused on empowering business owners through financial expertise and education.
Brendan A. Garay
Managing Partner | Business Advisor
CPA with expertise in small business advisory and QuickBooks implementation. Serves on NCACPA Young Professionals Cabinet. Combines technical knowledge with practical solutions for business growth.
David Trey A. Dennis
Tax Manager | Business Advisor
Former Deloitte Tax Manager specializing in pass-through entities. Provides tax compliance and strategic planning for businesses and individuals while focusing on client education and relationship-building.
Anna Perelli-Minetti
Senior Accountant
QBO Advanced Certified CPA with experience in tax and accounting sectors. Combines technical expertise with client-focused service to deliver comprehensive financial solutions for business clients.
Becky H. Hoggard
Operations Manager
Oversees firm operations and client relationships with a focus on efficiency and service excellence. Coordinates internal teams while managing marketing and HR functions to support business growth.
Questions
What accounting services do you offer for small businesses?
We provide outsourced accounting, payroll processing, financial reporting, and tax compliance tailored to small businesses. Our services scale with your growth and integrate modern technology for efficiency.
How do you help clients with tax planning?
Our CPAs create customized tax strategies to maximize deductions, protect assets, and ensure compliance. We analyze financial situations annually to optimize both business and personal tax outcomes.
Can you assist with business succession planning?
Yes, we develop comprehensive succession plans including ownership transfers, key employee incentives, and estate planning coordination to ensure smooth business transitions.
What industries do you specialize in?
We serve construction, entertainment, IT, nonprofits, real estate, and professional services industries with specialized accounting and advisory solutions tailored to sector-specific challenges.
How are your services priced?
Monthly accounting starts at $495, business tax returns at $1,950, and individual returns at $750. Pricing varies based on complexity and service level requirements.
Do you offer CPA consultation for specific tax issues?
Yes, our CPAs provide hourly consultation for tax planning, audit representation, and financial strategy. Rates start at $395/hour with customized engagement agreements.
