GreerWalker – CPAs & Advisors
Who We Are
GreerWalker LLP is a CPA firm providing tax, assurance, accounting, and advisory services focused exclusively on the needs of privately held middle market companies, owners and individuals. From our offices in North and South Carolina, we provide specialized expertise across a varied spectrum of industries and market segments for a regional, national and international clientele.
Through our investment banking affiliate, GreerWalker Corporate Finance LLC, we also offer exit planning and merger and acquisition services as well as customized wealth planning via our affiliate GreerWalker Wealth Management LLC.
What We Do
While we are a Carolinas-based firm, our reach is global. We provide assurance, accounting, tax, advisory and wealth management services to a diverse client base of privately held middle market companies with operations throughout North and South Carolina and the world. We also provide individual tax and wealth management services to many of the principals of the organizations we serve. Our firm is committed to specialization in various key industries and services areas, which allows us to provide our clients with value-added services addressing a wide range of business and tax related issues.
As trusted advisors with a problem-solving mindset, we help clients and their companies become consistently profitable and financially stronger — in the most tax-efficient manner possible.
For the past decade, the Financial Accounting Standards Board (“FASB”) and the International Accounting Standards Board (“IASB”) have been working on a joint project to improve accounting standards and minimize the differences between US accounting standards set by...read more
Foreign financial account reporting, despite existing for years, came into the spotlight in 2014 due to the implementation of FATCA, the Foreign Account Tax Compliance Act. While the act became law in 2010, its main provisions, which require foreign financial...read more
A special "thanks" to our partners at Charles Schwab for arranging an in-house visit with Liz Ann Sonders, their Senior Vice President/Chief Investment Strategist and Joe Pellizzari, their Managing Director for the southern region. They met with our team and a small...read more
227 W. Trade St., Suite 1100
Charlotte, NC 28202
15 South Main St., Suite 800
Greenville, SC 29601
Why Plan Sponsors Are Being Sued And The Importance of Process – Recent Case Studies in Fiduciary FailuresApril 19 @ 8:00 am - 10:30 am
- April 26 @ 8:45 am - 3:15 pm