Potter & Company 434 Copperfield Boulevard Northeast, Concord, NC 28025

"Highly recommend Dan! He is professional and communicates well. Everything is handled in a timely fashion."

"Potter & Company Accounting is my personal go to for all my accounting needs and services. Over the years I have used them for both business and personal tax preparation. Potter & Company delivers the most current up to date accounting standards and practices while maintaining that personal touch usually found at much smaller accounting firms. Dan Morrow CPA & Partner makes tax filings seem easy and routine. I really enjoy working with Dan, Sandy and the rest of the Potter & Company team, as they are very professional from start to finish. I know that if a question were to arise, Dan & Potter would have my back. I would encourage anyone to see for themselves what a difference having a professional accounting firm like Potter & Company can make."

"Potter & Company has represented our firms for over 6 years and they are just fantastic. They provide phenomenal customer service and make sure to follow up on all of our requests. Their team is highly experienced and incredibly friendly, always providing us with reliable advice that is tailored to our needs. They offer a wide range of services such as tax planning, auditing, bookkeeping and financial statement preparation. They also have an in-depth understanding of various accounting standards which helps them to ensure accuracy in our transactions. Moreover, they have developed effective strategies that help us minimize our tax liabilities while maximizing our profits. Their support staff is always available to answer any questions we may have, and they make sure to keep us updated with the latest changes in the tax legislation. They are prompt in responding to our requests and easily the most flexible professional services team that we have ever worked with. Love 'em. HIGHLY recommended!"

"Dan Morrow has been our CPA for several years now. He is a consummate professional, would recommend him without reservations. He is very knowledgeable, extremely client-friendly and very well informed regarding anything tax-related. Over the years, Dan has assumed all our family's tax filings: individual, business and non-profit. He has done a great job and we continue to be one of his many happy clients."

"I have been using Potter & Co. since I started my small business 12 years ago. They have been a lifesaver when it comes to helping me with my QuickBooks, I really appreciate their patience with my mistakes! They are always quick to respond whenever I need accounting assistance. I can't say enough good things about them!"