In business for more than 35 years, at Williams Overman Pierce, LLP, we are more than a CPA firm. Known as much for our personable and responsive service as our wide range of exceptional certified public accounting and finance services, we help a wide range of clients - from mid-size businesses to non-profits to emerging enterprises - reach their goals every day.
Our services include diverse consulting and compliance services, including accounting, audit, and tax preparation and planning. In particular, our streamlined accounting and auditing process helps clients identify areas of risk, improve information systems reporting, discover business trends, and enhance the accuracy and credibility of financial statements.
At Williams Overman Pierce, LLP, our areas of expertise include:
- Accounting, Audit, & Assurance Services with Financial Reporting and Management
- Business Valuation and Litigation Support
- Business Consulting & Strategic Planning
- Estate Planning
- Financial & Retirement Planning
- Financial Reporting & Management
- Mergers & Acquisitions Support
- Performance Improvement
- Tax Planning and Preparation
While we work with diverse clients, we have extensive experience in construction, non-profits, closely held businesses, and litigation support.
We invite you to contact us today to learn more about our services.
At Williams Overman Pierce, LLP, for more than three decades we have offered a range of accounting and finance services critical to our client's success.
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At Williams Overman Pierce, LLP, our assurance team has the capability to fill your company’s needs; from an audit – our highest level of assurance to accounting bookkeeping work.
Our auditors perform tests of your financial records and review your financial statements to determine that the statements are fairly presented and in accordance with standards. An audit would be helpful to you if you are in a regulated industry with audit requirements for state or federal agencies, a financial institution that is providing you credit, or perhaps you are thinking of selling your business.
You want assurance concerning the quality of information that you are using to help you gain access to capital or promote the financial wellness of your organization.
Financial Reporting & Management
The foundation of solid business management is impeccable financial reporting:
- Audits of Financial Statements
- Compliance with OMB Circular A-133
- Exempt Status Applications
- Information Returns
- Retirement Plan Audits
- Reviews and Compilations
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At Williams Overman Pierce, LLP, our confidential business valuation services ensure clear, unbiased valuation reports for closely held and family owned companies, professional practices, and partnership interests.
- Buying or Selling a Business
- Business and Shareholder Litigation
- Equitable Distribution (Divorce)
- Employee Stock Option Plans
- Estate & Gift Tax Planning and Compliance
- Succession Planning
Litigation can involve complex financial and tax matters that require proven expertise. At Williams Overman Pierce, LLP, we have a strong presence and solid reputation in the legal community. We work hand-in-hand with attorneys through resolution, and understand the particular demands for each case, including:
- Alimony
- Arbitration & Mediation
- Bankruptcy
- Breach of Contract
- Business Litigation
- Business Valuation
- Case Evaluation
- Child Support
- Contract Cost & Claims Analysis
- Discovery Assistance
- Economic Damages
- Expert Witness Testimony
- Family Law
- Forensic Accounting
- Fraud Examination
- Professional Negligence
- Shareholder Litigation
Designations and Certifications
- Accredited In Business Valuation
- Business Valuator Accredited for Litigation
- Certified Valuation Analyst
- Certified Fraud Examiner
- Certified in Financial Forensics
Members of:
- American Institute of Certified Public Accountants
- American Society of Appraisers
- Association of Certified Fraud Examiners
- Institute of Business Appraisers
- National Association of Certified Valuation Analysts
- North Carolina Association of Certified Public Accountants
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Our diverse consulting services are strategic extensions of our accounting and financial management expertise:
- Assistance with Budget Preparation
- Charitable Remainder Trusts
- Formation of Taxable and Non-Taxable Subsidiaries
- Lobbying Tax Elections
- New Business Start-Up Assistance
- Review of Activities that Could Jeopardize Exempt Status
- Unrelated Business Income Tax Planning (UBIT)
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In the increasingly volatile world of estate taxation, recent legislative changes coupled with the potential for future congressional mandates create uncertainty.
With many years of experience and a dedicated focus to understanding the complex and dynamic nature of estate tax law, Williams Overman Pierce, LLP helps our clients optimize estate planning based on individual goals.
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At Williams Overman Pierce, LLP we believe every financial plan should reflect the unique circumstances and goals of each client. We also know that our ability to advise clients well is predicated on our willingness to listen. At the end of the day, client success is the most important measure.
To promote independence and avoid conflicts of interest, we do not offer any financial products such as life insurance, mutual funds or annuities, and do not receive any commissions from the placement of investments. We work with a network of providers who have proven themselves to be leaders in their respective fields and who engage our clients in all facets of financial success.
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To minimize the risks associated with an acquisition, the professionals at Williams Overman Pierce, LLP can work with you to analyze multiple aspects of a target company. We have experience in business valuations for structuring and pricing the transaction, preparation of forecasts, verification of specific assets, review of financial statements, and identification of contingencies.
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At Williams Overman Pierce, LLP, we have the strategies, training and experience to enhance your growth and profitability. Often we become an extension of our client's staff by helping to develop business solutions. Our performance improvement reviews are intended to identify opportunities for clients to become more efficient, productive and profitable. We conduct our reviews by gathering and analyzing facts, developing recommendations, and establishing a plan for change.
We produce more than reports. We produce ideas that enhance growth and profitability.
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For a family business to survive from one generation to the next, it is imperative that a practical succession plan be in place.
At Williams Overman Pierce, LLP, we understand both sides of the coin. We have the expertise to address tax implications of a business changing hands as well as business valuation and estate planning issues. And, we are mindful of family control and leadership concerns, desires and values.
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Effective tax planning can make the difference in having a super or not so good year. We provide our clients with tax strategies that result in savings, improved cash flow and improved profitability.
Our tax specialists take the time to learn your business, value your goals, analyze your individual tax needs, and apply the tax code and regulations appropriately.
Tax Services
- Tax Planning and Consulting
- Tax Compliance
- Cost Segregation
- Estate Planning
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While we work with a wide range of clients, we have extensive experience in closely held businesses, construction, and not-for-profits.
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At Williams Overman Pierce, LLP, we have built our practice on the closely held businesses, and it has emerged as the stronghold of our client base.
We serve closely held businesses in a diverse array of industries, and are aware of the unique challenges they face. We offer a full range of services to closely held businesses, including audit, accounting, tax and business advisory services.
Our goal is not merely to assist our clients with regulatory and compliance requirements, but to look beyond the numbers to help our clients increase profitability, optimize cash flow, minimize taxes and achieve the growth they desire. We do this by asking questions and learning about each business, identifying areas in which controls and processes may be strengthened, helping to facilitate management decisions with timely financial information, and planning for the realities of the business and regulatory environment in which each operates.
We have the resources to assist closely held businesses throughout their life cycles, from startup, through the various stages of growth, and in succession to future generations.
The closely held business is a way of life for our clients, and we're there every step of the way.
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Williams Overman Pierce, LLP has over three decades of experience working with the construction industry.
With more than 100 construction clients in areas such as grading, highway, building, electrical, utility, roofing, HVAC, general contractors, and various other specialty contractors, we are especially attuned to the particular nuances of the industry. We work closely with the surety industry and our clients' bonding agents; have significant experience with the different tax methods available to contractors; and know well the tax issues unique to the industry.
At Williams Overman Pierce, LLP, our extensive construction industry experience helps clients achieve business success.
Help Strengthen Bonding Relations
- Attention and Follow-up
- Cash-Flow Planning
- Financial Reporting for Bonding and Surety
- Knowledge of Contractor Software
- Tax Strategies
Members of:
- American Subcontractors Association of the Carolinas
- Associated Builders and Contractors
- Carolinas Associated General Contractors
- Carolinas Electrical Contractors Association
- Carolinas Surety Association
- Construction Financial Management Association
- Construction Professionals Network
- National Association of Women in Construction
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We have extensive professional expertise in all aspects of non-profit financial advisory and accounting practices. For more than a quarter of a century, Williams Overman Pierce, LLP has been honored to work with many of the leading non-profit organizations in North Carolina.
Our staff is knowledgeable of the Single Audit Act that impacts non-profits receiving governmental awards, and we pride ourselves on staying current on all the newly developing rules and regulations affecting this area of our practice. Our expertise includes unrelated business income tax planning, charitable remainder trusts, lobbying tax elections, formation of taxable and non-taxable subsidiaries, financial statement audits, retirement plan audits, and preparation of informational tax returns.
Financial Reporting & Management
- Audits of Financial Statements
- Compliance with OMB Circular A-133
- Exempt Status Applications
- Information Returns
- Retirement Plan Audits
Consulting Services
- Assistance with Budget Preparation
- Charitable Remainder Trusts
- Employee Benefit Plan Administration
- Formation of Taxable and Non-Taxable Subsidiaries
- Lobbying Tax Elections
- New Business Start-Up Assistance
- Review of Activities that Could Jeopardize Exempt Status
- Unrelated Business Income Tax Planning (UBIT)
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For more than a quarter of a century, Williams Overman Pierce, LLP has been providing audit, tax, and consulting service to many leading organizations that have implemented employee benefit plans in North Carolina.
Our dedicated employee benefit services group is knowledgeable in all aspects of employee benefit accounting and consulting, and we pride ourselves on staying current with the newly developing rules and regulations. Our group understnads your business and we commit ourselves to providing exceptional services which are integral in helping our clients meet their goals.
Williams Overman Pierce, LLP is founded upon the principles of dedication, integrity, and professionalism. We strive for "total client satisfaction" and want to earn your business.
Services Provided
- Audits of defined benefit and definied contribution plans
- Tax return preparation for employee benefit and flexible benefit plans
- ESOP implementation and consulting
- Retirement plan administration and consulting
Members of
- American Institute of Certified Public Accountants
- North Carolina Association of CPAs
- Alliot Group of North America
- Employee Benefit Audit Quality Center
- ESOP Association
- North Carolina Society for Human Resource Management
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