Search for:
Created with Sketch.
Government Services
Created with Sketch.
Healthcare & Life Sciences
Created with Sketch.
Hospitality & Retail
Created with Sketch.
Industrial Manufacturing
Created with Sketch.
Not-for-Profits
Created with Sketch.
Private Equity
Created with Sketch.
Professional Services
Created with Sketch.
Real Estate & Construction
Created with Sketch.
Technology
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer

Advisory

Tax

Assurance

COVID-19 Guidance Center

Tax Implications and Financial Business Guidance Regarding the Coronavirus

Tableau and Alteryx Online Training Courses

We’re all about continuous learning and growth. Harness the power of your data.

Employee Retention Credit Tax Services

Expanded Employee Retention Credit (ERC) & how our professionals can assist you.

Created with Sketch.
Client Portal
Created with Sketch.
Pay Online
How Can We Guide You?

How Can We Guide You?

Jim Carlton, CPA

Director, Deal Advisory Services

Let's Talk

P704.377.1678

CPA License:

NC-35426

Created with Sketch.
Download vCard
Created with Sketch.
Charlotte, NC
Created with Sketch.
LinkedIn

Focus Areas

16

Years

Professional Experience

Industries

Healthcare & Life Sciences
Industrial Manufacturing
Real Estate & Construction

Related Thought Leadership

How and Why to Apply for PPP Loan Forgiveness Now
5 Key Takeaways from “The SPAC Conference 2021″
Treasury’s Green Book, Part 1: Tax Rates, High Income Earners, and Capital Gains
Tax Implications You Need to Know Surrounding SPACs | Part 3
Tax Implications You Need to Know Surrounding SPACs | Part 2
Secrets of PPP Loans and Employee Retention Credit (ERC)
  • B.A. in Economics, University of North Carolina – Chapel Hill
  • Master of Accounting, University of North Carolina – Chapel Hill
  • American Institute of Certified Public Accountants (AICPA)
  • North Carolina Association of Certified Public Accountants (NCACPA)
  • Association for Corporate Growth, Charlotte Chapter
  • Charlotte Carolina Club