Concord · Huntersville · Charlotte · Davidson
The work I’ve done as a Concord NC CPA and accountant.
I’m a Concord CPA. This is the work I know how to do. Not a client list. The kinds of returns, books, and questions I have actually handled.
Tax
People, and the entities they run.
I file for people and for the entities they run. S corporations, C corporations, partnerships, sole proprietorships. Individuals and trusts. Real estate. Family offices.
Entity structuring when the shape of the work needs to change. Foreign entity reporting and tax treaties. Planning that should happen before April, not after.
Bookkeeping
A clean year, then a month that repeats.
A books overhaul when the year is a mess. Monthly maintenance after that.
Chart of accounts advice so the books mean something. Payroll when it belongs with the books.
Before this desk
Deloitte, a family office, then Concord.
I opened Anna Larson CPA PLLC in Concord in 2020. Before that I was at Deloitte, then at a private family office.
At Deloitte I did expatriate and inpatriate individual tax, then high-net-worth individual work. In all, I have over a decade of experience practicing taxation.
At the family office I did high-net-worth business and personal returns, consulting, and some of the books. I was client-facing. I earned my CPA there.
I have a master’s in accounting from UNC Chapel Hill.
How we meet
Your place, or the home office.
I can come to you, or you can come to the home office in Concord. Concord, Huntersville, Charlotte, and Davidson.
You work with me. Email or call and we’ll find a time.
You work with me. Concord, Huntersville, Charlotte, and Davidson.
Write or call.
Anna Larson CPA PLLC · Concord, NC · [email protected]
(980) 819‑1259