Click on the 'Contact Us' tab for staff extensions and email addresses.
For LB&A announcements, please click the 'Welcome' tab.
Clients!
LB&A will present a seminar focused on the needs of our construction client in mid Novemenber. Please check back for details which will be published soon.
During the week of Dec 12, LB&A will partner with TB&A Wealth Management to offer a seminar for clients who are considering annuities as an investment, or just want to know more about what annunities are and how they work.
Both seminars will be available for rsvps very soon. Please check back and look under the seminar tab.
A complementary lunch will be served at both events.
If you have questions about your tax return, need advice or have any ideas to help us serve you better, please contact our office at 704-841-1120 x 111 (Amanda). We are eager to help and answer your questions about tax preparation, tax deductions, Roth IRA tax implications, accounting, and corporate financial statement audits and reviews.
Want to track your refund? Click our refund tracking button: 
Thank you to you, our clients, for making our firm number 16 in the Top 25 CPA firms in the Charlotte region. (The 2011 Charlotte Business Journal - Book of Lists)
We are now ranked number 16 up from last year as number 19. Thank you for helping us grow to serve you better!
LB&A offers a plan which encourages your questions all during the year so that you can make informed decisions and understand the implications for your tax personal or corporate tax situation. Please call 704-841-1120 x 120 to ask about this proactive tax program.
If you have any other questions, let us know. Thank you for choosing LB&A for your tax preparation and tax filing needs. We look forward to serving you.
Visitors!
You can track your refund using our tracking button above. You do not need to be a client to experience our service!
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Are you looking for a proactive CPA firm to work one-on-one with you and/or your business?
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Do you want advice to assist you with accounting, tax, business valuations and corporate audit needs?
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Congratulations! You have found the CPA firm for you.
As One of the Top 25 CPA Firms in the Charlotte Region, LB&A, Certified Public Accountants, PLLC (LB&A) is committed to the philosophy of results- driven quality with personalized service. Our CPAs and Associates strictly adheres to the highest national educational, technical and ethical standards.
LB&A is a full service accounting practice for income tax, accounting, financial audits and reviews, business valuation, and business consulting. In addition to tax preparation and planning for individuals, we focus on construction and construction subcontractors for income tax, audit, review and bonding requirements, Homeowner Associations (HOA) for audits and reviews, Franchiser tax and audit service, Non profit Associations needing audits, reviews and 990 preparation, Independent Physicians and independent medical facilities and doctors, and Manufacturing companies. Our CPA firm provides tax preparation, audits, reviews accounting services and consultation to a wide variety of other types of businesses in Monroe, NC and all of Union County, Matthews, NC, Mint Hill, NC and the greater Charlotte, NC area from our downtown Matthews, NC location.
In these challenging economic times, having a trusted accounting financial adviser to help navigate complex new income tax laws and take full advantage of opportunities is vital. This type of partnership is what makes working with accountants and CPA staff at LB&A unique.
Services Provided:
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Audits, Reviews and Compilations
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Corporate and Individual Income Tax Planning
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Corporate and Individual Tax Preparation
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Business Mergers and Acquisitions Consulting and Planning
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Business Valuations
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Full Range of Professional Accounting Services
What is it like to work with LB&A?
"I've had the pleasure of working with LB&A for over 5 years. Over this time, they've not only been our accountant, but a senior level resource to me in planning and managing my business.
Their ability to understand not only the data I've given them, but how this will affect my future business, stands out head and shoulders above the crowd.
I could not imagine running my business without a rock solid partner like LB&A."
Roger Hendrick
Hendrick Construction
9144 ArrowPoint Blvd. Suite 150
Charlotte, NC 28273
www.hendrickconstruction.com
Please CLICK HERE for more information and exciting staff announcements!
Our newest announcement:
PARTNERS:
John Bly, CPA NC #30280, MST, CVA
John@cparesults.net 704-841-1120 ext 109
John received his accounting degree from Bryant College in Rhode Island and a Masters degree in Taxation from the University of Denver in Colorado. John worked for PricewaterhouseCoopers LLP, the largest accounting firm in the world, in their middle market income tax group where he focused on small businesses and needs of business owners.
John manages all aspects of operation for LB&A, Certified Public Accoutants, PLLC, as well as all income tax related services with focus on non-profit associations, independent physician practices and independent doctors, construction, and franchiser operations. In addition, John received his CVA license in 2009 to provide clients with business valuation services. He has recently earn his certificate as North Carolina Life Agent, North Carolina Medicare Supplement Long Term Care Agent, and North Carolina Accident and Health Agent.
John's newest acheivement is the Charlotte Business Journal 40 Under 40 Award!
Please see John's complete biography CLICK HERE.
Julie Ayers, CPA NC #29034
Julie@cparesults.net 704-841-1120 ext 103
Julie received her business degree from the University of South Carolina. Julie began her career in property management and HOA relationships in Virginia, where she furthered her accounting studies at the University of Virginia. She moved to public practice in 1999 when she relocated to Charlotte, NC.
Julie is a Tax Partner with responsibility for income tax compliance and income tax planning for clients, Charter School and Home Owner Associations, along with managing the expansion of the tax department. Julie is a member of Women Presidents' Organization, and a member of several CPA associations: the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.
Please see Julie's complete biography CLICK HERE.
Courtney LaLone, CPA NC #32584
CourtneyLaLone@cparesults.net 704-841-1120 ext 102
Courtney graduated from Central Michigan University and worked at Arthur Anderson, Grant Thornton, and PricewaterhouseCoopers LLP before joining LB&A, Certified Public Accountants, PLLC. Courtney is responsible for overseeing the audit staff and all audit related client engagements.
Courtney, along with the audit staff, provides service for companies such as Nonprofit associations, Construction companies, Home Owner Associations (HOA), Franchisors, and Manufacturers. He is a member of Business Leaders of Charlotte.
Please see Courtney's complete biography CLICK HERE.
Management:
Michael Moore, CPA NC #14252, CVA, Director
MichaelMoore@cparesults.net 704-841-1120 ext 104
Mike is a University of Miami graduate and furthered his accounting education at Appalachian State University. He began his accounting career at Deliotte and owned his own successful accounting practice specializing in meeting the tax and accounting needs of small businesses and individuals from 1993 until he merged with LB&A in December 2009. He received his Certified Valuation Analyst license in 2001 and has been providing business valuation services since then. He is a member of several CPA associations: The American Institute of Certified Public Accountants and The NC Association of Certified Public Accountants. He enjoys participation in the Mint Hill Chamber of Commerce in Mint Hill, NC.
To learn more about Michael, CLICK HERE.
To see Michael's business valuation white papers, CLICK HERE
Janice Abluton, CPA NC #26894, Manager
JaniceAbluton@cparesults.net 704-841-1120 ext 114
Janice began her successful career in healthcare and other service industries. After becoming a CPA, she joined her husband, Ron, in their successful CPA practice. The firm merged with LB&A. Janice continues to enjoy the privilege of building client trust and solving complex tax situations to develop lasting relationships with the added resources of a larger firm.
To learn more about Janice, CLICK HERE.
We are members of the Matthews Chamber of Commerce, the Mint Hill Chamber of Commerce, the Union County Chamber of Commerce in Monroe, NC, Matthews Executive Group, Business Leaders of Charlotte, CAI, and several CPA associations: The American Institute of Certified Public Accountants and The North Carolina Association of Certified Public Accountants.
