Joining the firm in 1988 to become managing partner of the Wilmington office, Carl previously worked as a tax accountant for a national CPA firm. Currently, he is responsible for tax preparation and review, including tax planning and consulting, as well as preparation and review of audited, reviewed, and compiled financial statements. Carl is especially skilled at tax and cash flow planning, transactional analysis and debt workouts for his clients in the real estate development and construction industry. Additionally, Carl manages the firm’s technology initiatives and works on new client development.
Carl received his BS in Business Administration with a concentration in Accounting from the University of North Carolina at Chapel Hill.
Carl is married to his wife, Kim and has three children, Kayla, Carl P. (Trey) and Ashley. Outside of the office, he enjoys spending time with his family and singing in the praise band at First Baptist Church. He also serves as a deacon and is a member of their leadership council.
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The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.
Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of rules, so it’s as important as ever to understand your tax obligations, including those on Social Security benefits.
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.