| WELCOME to our newest clients from the firms of Michael Moore and Ron Abluton |
Our mission is to provide our clients with professional accounting and income tax services. We understand our clients needs, care about their success, and we are responsive and proactive to each client's interest.
Our strength is our team, whose skills, knowledge and integrity keeps us in the forefront of our industry. We are committed to supporting each member of our firm and our clients, in an atmosphere of respect and trust.
Selecting the best CPA firm for your tax and general business needs is an important decision. Our TB&A clients enjoy working with us because we provide information they need with promptness, accuracy and professional assistance.
- Tax and business knowledge and experience, advice and attention to detail
- Peace of mind knowing that your accounting and reporting will be prompt and accurate
- Personal attention and professional advice from our CPA staff
- Accessibility from your home or office in Charlotte, Matthews, Mint Hill, Monroe and other Union County locations.
Our team couples knowledge and integrity with the ability to listen. To stay in the forefront of our industry, we hire the best and brightest talent, commit to continuing education, and invest in the latest in technology to support our clients and eachother in an atmosphere of respect and trust.
We value our reputation for providing quality service which reflects the high standards we demand of ourselves. Our high standards, responsive service and specialized staff create the unique difference between TB&A and the rest.
TB&A services encompass nearly every aspect of financial life. Our firm has experience in all matters of accounting and income taxation including independent audits, reviews, compilations, estates and trusts, financial advice for business formation, business valuations, and decisions regarding mergers and acquisitions.
- Full service accounting services tailored to your company needs
- Income Tax preparation and advice for individuals and corporations
- Audits, Reviews and Compilations
- Business valuations for buy/sell agreements; sales/purchase of a company, estate/gift tax and more
All services at Toler, Bly & Associates, CPA, PLLC ( TB&A ) are designed and tailored to make your job easier and to provide more time to focus on your family and your business.
We keep abreast of ever changing income tax laws to keep you prepared for changes in regulations and take full advantage of tax savings strategies.
Lisa Keaton 
Crystal Lurix
Scott Lail