Experienced Accountants in Charlotte, North Carolina

Our dedicated and knowledgeable staff can help you discover valuable tax savings opportunities,
evaluate the tax implications of your financial choices and avoid costly mistakes.

Executive Team

Emily A. Fisher, CPA

Principal | Business Advisor
Licensed #37550
Emily Fisher is a Certified Public Accountant in the state of North Carolina. She received her Masters of Accountancy from the University of North Carolina at Charlotte, and has studied both Accounting and Finance and International Business at UNCC and the University of North Carolina Wilmington, respectively. Emily previously worked as an Equity Analyst at Interstate/Johnson & Lane, a regional investment firm, and owned and operated a wine bar/art gallery. Her background uniquely positions her to understand high-level investment strategies as well as the real world problems that business owners face. When she’s not in the office educating and helping clients, you can find this Charlotte native spending time with her daughter and their bird dog, Luna. She currently serves on the Board of Advisors for the Myers Park HOA, and her favorite pastimes include fishing, riding bikes, yoga and traveling.

Management Team

Kristen M. Shiring, CPA

Business Advisor | Senior Tax Associate
Licensed #43843
Kristen M. Shiring, a Certified Public Accountant in the state of North Carolina recently received her Master of Accountancy from the University of North Carolina at Charlotte and has her undergraduate from University of Dayton. As a Business Advisor and Senior Tax Associate, Kristen’s extensive experience in tax preparation allows for her to work with business and individual clients, advising them and developing tax plans for future years. Kristen has recently accepted an appointment to serve on the Board of Directors for Keystone Montessori School as Treasurer and has welcomed a new addition to her family...a French bulldog named Sasquatch!

Stephen T. Hathcock, CPA

Business Advisor I Senior Tax Associate
Licensed #43461
Stephen Hathcock, a Certified Public Accountant in the state of North Carolina, has recently joined the firm as Business Advisor and Senior Tax Associate. With over 5 years of public accounting experience, including significant experience with individual and business tax preparation, Stephen will oversee the accounting team and provide the highest level of advisory services for our business clients. A native to North Carolina, he received both his Masters in Accounting and B.S. in Accounting from East Carolina University and is an avid Carolina Panthers fan. Outside of work he enjoys hanging out with friends, watching sports, and exercising.

Tax and Accounting Team

Summer M. Jones

Accountant | Tax Associate
Non-Licensed
Summer M. Jones, CPA candidate, has recently joined the team as Accountant and Tax Associate, primarily focused on providing services to our monthly accounting partners. She graduated from The University of Alabama with a Bachelor of Science in Accounting and is expected to receive her Masters of Business Administration in Accounting this July. Outside of work, she enjoys spending time with friends, exercising, cooking new things, and volunteering in the community.

Juan A. Pagán Gonzalez

Accountant | Tax Associate
Non-Licensed
Juan A. Pagan-Gonzalez has joined the firm as Accountant and Tax Associate with an emphasis in compliance and tax preparation. Juan is a recent grad of Wingate University with a Bachelor’s in Accounting, soon to graduate with a Masters of Accounting, pursing his CPA license. During his college career, he played Linebacker for the Wingate Bulldogs, recording 36 career victories – the most wins for any senior class in Wingate history. Outside of work and school he enjoys spending time with his family, traveling, playing sports and playing the drums.

Grace M. Rogers

Accountant | Tax Associate
Non-Licensed
Grace Rogers graduated from Shorter University in Georgia with a degree in Accounting and a graduate degree in the Master of Accountancy program all while she played college basketball. Grace is trained in QuickBooks and Xero and welcomes the task of keeping our business clients on track. She is well-versed in individual and business tax preparation and incorporates this knowledge into her monthly review of our business client’s financials for tax planning. Grace is a CPA candidate. She enjoys spending time with her family, reading, playing sports and hiking.

Operations Team

Becky H. Hoggard

Operations Manager
Non-Licensed
Becky Hoggard graduated from The University of Georgia with degrees in Journalism and Education. She joined the firm in the fall of 2017 as the Client Services Coordinator and now serves as Operations Manager, where she will work closely with our internal teams to oversee firm procedures as well as client relationship management. Becky will also oversee marketing efforts for the firm, develop relationships with business vendors throughout the community and administer HR functions for the team. Becky enjoys spending time with her family, recently adding a second little boy to the group.

Ann Moore Robertson

Accounting Coordinator
Non-Licensed
Ann Moore Robertson, a graduate of North Carolina State University, serves the team as Accounting Coordinator. Ann Moore brings with her an established background of event management and excellence in customer service. Ann Moore will be your first point of contact for our business clients signing on for accounting services, and will also assist with accounts receivable and accounts payable, providing the full spectrum of business services that our clients need. She is also a North Carolina Notary of the Public, should clients need to have any official documents notarized. In her free time, Ann Moore loves spending time with family and friends, baking and exploring Charlotte with her yellow lab, Scout.

Nicole K. Stokes

Client Services Coordinator
Non-Licensed
Nicole Stokes, a Charlotte native, is a graduate from the University of North Carolina Wilmington with degrees in International Studies and History. Her previous experience in both office and customer service environments led her to the role of Client Service Coordinator. In this position, she will work with the team to ensure customer satisfaction as well as efficient operation of the office. In her free time, Nicole enjoys hiking and exploring Charlotte with her dog, Slate and spending time with her friends and family.