CLA (CliftonLarsonAllen)
Accountant
Why pick this one
CLA (CliftonLarsonAllen) offers personalized tax and wealth advisory services with access to large firm resources in Charlotte.
Best for
- individuals seeking tailored tax planning
- businesses needing comprehensive audit support
- clients looking for wealth management advice
Look elsewhere if
- clients requiring budget-sensitive accounting services
- individuals needing minimal consulting guidance
Specialties
- tax planning
- wealth advisory
- audit
- consulting and outsourcing
Certifications
- SEC-registered investment advisor
What makes them different
- Offers local personalized service with the resources of a large firm
- CPAs and consultants specializing in various industries
- Provides customized tax and wealth advisory strategies
- Engages in industry-specific issues to support clients
- Ranked among the 100 Best Companies for four consecutive years
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 227 West Trade Street, 8th Floor, Suite 800, Charlotte, NC 28202
- Phone
- 7049985200
- Website
- https://www.claconnect.com/locations/north-caro...
- webmaster@claconnect.com
Services
- tax
- wealth advisory
- audit
- consulting