About Cedarcrest
The CPA firm we wished our clients had found sooner.
Cedarcrest Advisory is a partner-led firm in uptown Charlotte. We handle tax, books, payroll, audits, and CFO-level advice for the owner-operated businesses that drive this region, the way we would want it handled ourselves.
Why we started Cedarcrest.
Our partners spent years at larger firms, and kept seeing the same thing: good businesses paying for an accountant who only surfaced in April, then disappeared. The planning that actually saves money, the part that happens the other eleven months, simply was not getting done.
So we built the firm around it. Flat, predictable pricing instead of a meter running on every phone call. A partner on each account instead of a junior you never meet. Tax, books, and payroll under one roof, so nothing gets lost in the handoff.
The result is a relationship, not a transaction, and a fee that comes back to you many times over.
What you can expect from us.
Save more than we cost
Every engagement is measured against one bar. If the planning, the deductions, and the advice are not worth more than our fee, we are not earning it.
Partner-led, always
The CPA who plans your year is the one who answers the phone. No handoff to a rotating cast of juniors you never get to know.
Plain English, no jargon
Taxes and financials are complicated enough. Our job is to make them clear, so you can decide with confidence and without a finance degree.
Where we are
Uptown Charlotte, serving the whole region.
You will find us at 525 N Tryon Street, Suite 1600, Charlotte, NC 28202. Our CPAs are licensed in North Carolina and members of the AICPA and NCACPA, and we work with clients from Huntersville to Matthews to Concord and beyond.
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