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ABOUT US
WE INVEST IN YOUR SUCCESS!
As a small business we know how tax savings and business planning can fuel business growth and goals. We are dedicated to serving growing businesses and financial advisors with customized advice and strategies that elevate long- term growth and success.
OUR MISSION
OUR STORY
Our Mission is to assist clients in achieving their financial and business objectives by providing strategic accounting and advisory services.
Our Vision is to provide innovative, proactive, and customized CFO level services and strategies to individuals, businesses, and financial advisors ready to achieve new growth and financial success.
In March of 2012, John A Pollard CPA PLLC was created. In July of 2012, we acquired a local CPA firm in Tarboro NC. In 2015, we obtained securities licenses and maintained a satellite office for a Financial Advisor from 2015-2018. This gave us the opportunity to intimately learn the inner workings of the securities business from a tax and business planning perspective.
Recently we have made significant investments in technology including AI, allowing us to expand our services to clients across the country and abroad.
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