Business Details
50+ Years
experience
Certified Accounting & Consulting Services in North Carolina
Gilliam Bell Moser is a Certified Public Accounting firm founded on principles of integrity, relationships, and commitment. With offices in Burlington and Greensboro, North Carolina, we specialize in serving manufacturing, non-profit, and privately held businesses. Our team of CPAs, CFEs, and credentialed professionals offers assurance, tax, and business advisory services, including international taxation, business valuation, and retirement plan administration. We prioritize client relationships through active listening, proactive communication, and tailored solutions.Our expertise extends to fraud prevention, internal controls, and financial forecasting, supported by membership in Allinial Global and the AICPA Employee Benefit Plan Audit Quality Center. We invest in continuous education and process improvement to deliver reliable, creative, and responsive service. Clients trust us for our technical excellence, deep industry knowledge, and dedication to long-term partnerships that drive financial success.
Services
Business Taxation
Business Valuations
Consulting
Retirement Plan Services
Employee Benefit Plan Audits
Accounting & Auditing
Forensic Accounting
Succession Planning
Internal Controls Review
Cost Segregation
Details
- Year established: 1959
Highlights and features
- We offer 60+ years of expertise in manufacturing, non-profit, and privately held business sectors.
- Our team includes CPAs, CFEs, and ASPPA-certified retirement plan specialists.
- We provide proactive, responsive service with same-day call returns.
- We are members of Allinial Global, accessing international accounting expertise.
- We combine technical excellence with creative solutions for complex financial challenges.
Associations and certifications
- Allinial Global
- AICPA Employee Benefit Plan Audit Quality Center
What people say
Proactive solutions
Deep expertise
Responsive team
Long-term partners
Creative problem-solving
Services
Business Taxation
We provide comprehensive tax planning and compliance solutions for corporations, partnerships, and individuals. Our services include entity selection advice, multi-state tax strategies, estate planning, and specialized tax credit consulting. With expertise in international taxation and cost segregation, we help clients minimize liabilities while maintaining compliance with evolving regulations.
Retirement Plan Services
Our team offers third-party administration, plan consulting, and IRS correction programs for qualified retirement plans. We specialize in compliance testing, document services, and controlled group analysis. With ASPPA-certified professionals, we ensure adherence to IRS and DOL regulations while optimizing plan efficiency.
Business Valuations
We deliver impartial business valuations for gift, estate, and transaction purposes. Our credentialed analysts use multiple approaches to determine fair market value, producing clear reports that support succession planning, mergers, and buy-sell agreements while maintaining strict professional standards.
Employee Benefit Plan Audits
We conduct comprehensive audits for retirement plans with over 120 participants, ensuring compliance with DOL requirements. Our AICPA-certified team provides fraud detection, management letters, and electronic filing support to protect plan assets and prevent penalties.
Consulting
Our consulting services cover cash flow analysis, internal controls review, succession planning, and forensic accounting. We help businesses improve profitability through customized strategies, including multi-state tax compliance, benefit plan design, and private equity transaction support.
People
Scott Williams
Partner
CPA and CGMA-certified partner with expertise in accounting and audit services. Leads client engagements while emphasizing process improvement and technical excellence.
J. Bradley Moser
Partner
Tax strategy specialist with focus on corporate transactions and multi-state tax compliance. Provides guidance on entity selection and restructuring.
Bill E. Wilkinson
Partner
Retirement plan expert with ASPPA credentials. Oversees complex plan administration and IRS correction programs for qualified plans.
Questions
What industries does Gilliam Bell Moser specialize in?
We focus on manufacturing, non-profit organizations, and privately held businesses, offering tailored financial expertise developed over decades.
Do you offer retirement plan administration services?
Yes, we provide comprehensive retirement plan services including administration, consulting, and IRS correction programs.
Are you part of any professional accounting networks?
We are members of Allinial Global, a top 10 global accounting alliance, enhancing our service capabilities internationally.
How do you handle complex tax situations?
Our team specializes in multi-state taxation, international tax planning, and specialized credits like R&E and energy incentives.
What sets your audit services apart?
We combine AICPA-certified expertise with proactive fraud detection and internal control improvements for comprehensive audit quality.
