About Our Firm
25+ years of helping Charlotte businesses achieve financial clarity.
Our Story
Built on Trust & Expertise
Founded in 1999, Piedmont Tax & Advisory has grown from a one-person practice to a team of 12 CPAs and advisors serving over 500 clients throughout the Carolinas.
Our founder, Michael Davis, CPA, built the firm on a simple principle: proactive planning beats reactive tax preparation. We don't just file your returns – we partner with you to optimize your financial picture year-round.
Today, we specialize in serving healthcare practices, tech companies, real estate investors, and professional service firms who want more than a number-cruncher – they want a strategic advisor.
