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  • Insights
      • Insights Overview

          • INSIGHTS OVERVIEW

            Explore the financial, tax, operational and economic drivers that impact performance in your industry.

            Insights Overview >

            HIGHLIGHTS

          • Preparing Your Business for Exit: A Practical GuideSeptember 15, 2025
          • The Aprio Foundation Awards $151,000 in Second Round of 2025 Community Impact Grants August 27, 2025
          • Aprio Partner James Lockhart Appointed Vice-Chair of American Bar Association Real Estate Private Equity CommitteeAugust 25, 2025

          • ONE BIG BEAUTIFUL BILL OVERVIEW

          • Explore Aprio’s collection of insights for help navigating OBBB provisions >

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      • Articles

          • ARTICLES

            Aprio is committed to sharing our thinking and insights. Explore articles by industry and service topic.

            View All Aprio Articles>

            RECENT ARTICLES

          • Preparing Your Business for Exit: A Practical GuideSeptember 15, 2025
          • New IRS Electronic Payment Mandate Impacts FIRPTA TransactionsSeptember 11, 2025
          • Profit on the Plate: How McDonald’s Franchisees Can Take Control of Food CostsSeptember 10, 2025
          • The Benefits of Outsourced Accounting for Restaurants and FranchisesSeptember 10, 2025

          • FEATURED CONTENT

          • Pin positioned on a map symbolizing digitally confirmed locations for optimized exit strategies and navigation paths.Preparing Your Business for Exit: A Practical GuideSeptember 15, 2025
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      • Events

          • EVENTS OVERVIEW

            Meet Aprio team members and discuss what’s next in your industry at upcoming Aprio events and webcasts.

            Aprio Events >

            UPCOMING EVENTS

            Qualified Small Business Stock Updates - What You Need to Know
            September 18, 2025, 2:00 PM ET

            Navigating Real Estate Tax Strategies Under OBBB
            September 23, 2025, 2:00 PM ET

            Moving Beyond QuickBooks Desktop: Your Path to the Cloud
            September 30, 2025, 1:00 PM ET

            Mastering Indirect Rates: From Compliance to Competitive Advantage
            October 8, 2025, 2:00 PM ET

          • FEATURED EVENT

            Mastering Indirect Rates: From Compliance to Competitive Advantage
            October 8, 2025, 2:00 PM ET

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      • Newsroom

          • NEWSROOM

            Browse Aprio press releases for the latest news on Aprio, our people and the markets we proudly serve.

            Aprio in the News >

            RECENT PRESS RELEASES

          • The Aprio Foundation Awards $151,000 in Second Round of 2025 Community Impact Grants August 27, 2025
          • Aprio Partner James Lockhart Appointed Vice-Chair of American Bar Association Real Estate Private Equity CommitteeAugust 25, 2025
          • Aprio Named to Inc. 5000 List of Fastest-Growing Companies for Third Consecutive Year August 22, 2025

          • LATEST NEWS

          • Aprio Foundation - 2025 Community GrantsThe Aprio Foundation Awards $151,000 in Second Round of 2025 Community Impact Grants August 27, 2025

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      • Videos

          • VIDEOS

            Watch the latest video and webcasts for informative perspectives and insights from Aprio advisors.

            Aprio Videos & Webinars >

            HIGHLIGHTS

          • Mastering Indirect Rates: From Compliance to Competitive Advantage
          • Aprio Wealth Management | Q3 2025 Mid-Quarter Update
          • Webinar: Navigating Real Estate Tax Strategies Under OBBB
          • The Pulse on the Economy and Capital Markets: August 2025

          • FEATURED CONTENT

          • Mastering Indirect Rates WebinarMastering Indirect Rates: From Compliance to Competitive Advantage

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      • Podcasts

          • PODCASTS

            Join Aprio’s Dana Zuckofsky for Dana Delivers, for the latest restaurant, franchise and hospitality industry trends.

            Listen to Dana Delivers Podcasts >

            RECENT PODCASTS

          • Fresh Pasta, Fresh Vision: Inside Pastanito with Toni CalderonApril 15, 2025
          • Here’s Why Data is the Secret Sauce to Your Restaurant’s GrowthApril 8, 2025
          • Risk Bites: 2025 Restaurant, Franchise, & Hospitality Survival GuideFebruary 20, 2025

          • FEATURED CONTENT

          • Fresh Pasta, Fresh Vision: Inside Pastanito with Toni Calderon

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  • Who We Serve
      • Construction

          • CONSTRUCTION

            As a Top 50 Construction Accounting Firm, Aprio serves privately-held commercial construction companies, family businesses, SBEs, MBEs and general contractors.

            Construction Industry Services Overview >

            FEATURED SOLUTIONS

            Succession Planning >
            ERP & Business Applications >
            Outsourced Accounting >

          • FEATURED CONTENT

          • Aprio - 2024 Top 50 Construction Accounting FirmsAprio Named to Construction Executive’s 2024 Top 50 Construction Accounting Firms™  

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      • Dental

          • DENTAL

            Aprio has provided a better dental accounting experience since 1961. Grow your practice with Aprio’s experienced Dental CPAs and advisors.

            Dental Industry Services Overview >

            FEATURED SOLUTIONS

            Dental Transitions >
            Dental Practices for Sale >
            Outsourced Accounting >

          • FEATURED CONTENT

          • Tooth shaped pencil holder on desk - dentist with laptop on backgroundMaximizing Your Practice’s Future: What Dentists Need to Know About the One Big Beautiful Bill 

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      • Financial Services

          • FINANCIAL SERVICES

            Strategic assurance, tax and advisory services for Alternative Investment Funds and SEC and CFTC regulated entities.

            Financial Services Overview >

            FEATURED SOLUTIONS

            SOC Reporting >
            Forensics and AML Services >

          • FEATURED CONTENT

          • Stock candlestick chart rise, side view, animation. Bright positive trend and growth. Success and bullish price concept on cryptocurrency and stock market value. Business and finance cryptocurrency worldwide grow5 Private Capital Insights from Q3 2025 and What They Mean to You

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      • Aerospace, Defense & Government

          • AEROSPACE, DEFENSE & GOVERNMENT

            Comprehensive consulting services specifically tailored to the government contracting industry.

            Government Contracting Services Overview >

            FEATURED SOLUTIONS

            Government Contract Compliance >
            GSA Schedules >
            Managed Accounting for Government Contractors >
            CMMC Services >

          • FEATURED CONTENT

          • Pin positioned on a map symbolizing digitally confirmed locations for optimized exit strategies and navigation paths.Preparing Your Business for Exit: A Practical Guide

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      • Healthcare

          • HEALTHCARE

            Aprio advises providers, physician groups, clinics and assisted living centers to improve the financial and operational health of their practices.

            Healthcare Industry Services Overview >

            FEATURED SOLUTIONS

            HITRUST CSF-HIPAA Compliance >
            Transaction Advisory Services >
            Retirement Plan Services >
            Aprio Medical Membership >

          • FEATURED CONTENT

          • Doctor working on laptop computer6 Healthcare Insights from Q2 2025 and What They Mean for You

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      • Housing: Affordable & Authorities

          • HOUSING

            Custom accounting and advisory services tailored to the needs Affordable housing developers, property managers and public housing authorities.

            Affordable Housing Overview >

          • FEATURED CONTENT

          • Aerial view of new housing development in southeast EnglandWhat is LIHTC? A Beginner’s Guide to Low-Income Housing Tax Credits

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      • International

          • INTERNATIONAL

            Cross new borders with confidence with comprehensive services and experienced team members that speak 60+ languages.

            International Business Services Overview >

            COUNTRY PRACTICES

            China >
            Germany >
            Japan >
            Korea >
            Latin America >

            FEATURED SOLUTIONS

            Customs & Tariffs >
            Global Mobility >
            Inbound Tax and Advisory Services >
            Outbound Tax and Advisory Services >
            Transfer Pricing >

          • FEATURED CONTENT

          • American and German flag pair. Horizontal composition with copy space and selective focusInternational Spotlight: Building Bridges Between German and U.S. Business

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      • Manufacturing, Distribution, and Consumer Products

          • MANUFACTURING, DISTRIBUTION, AND CONSUMER PRODUCTS

            Achieve greater synergies across your business and supply chain, leverage data to increase productivity and support profitable growth.

            Manufacturing, Distribution, and Consumer Products Overview >

            FEATURED SOLUTIONS

            Customs & Tariffs >
            Transaction Advisory Services >
            ERP and Business Applications >
            R&D Tax Credits >
            eCommerce Accounting and Advisory Services >

          • FEATURED CONTENT

          • Engineer control robotics automatic arms machine welding Electric Vehicle car at factory.Future-Proofing Manufacturing: Embracing ERP, Cloud, and AI for Growth

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      • Nonprofit

          • NONPROFIT

            Develop new strategies for funding operations and provide assurance to donors, lenders and board members you are fiscally responsible.

            Nonprofit Overview >

            FEATURED SOLUTIONS

            Managed Accounting for Nonprofits >
            Uniform Guidance Services >

          • FEATURED CONTENT

          • Making the Most of Your Form 990Making the Most of Your Form 990: Strategies for Transparency, Compliance, and Impact

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      • Private Client

          • PRIVATE CLIENT

            Coordinate income and estate tax strategies, philanthropic goals, investment management and financial planning to protect and grow your legacy across generations.

            Private Client Services Overview >

            FEATURED SOLUTIONS

            Aprio Wealth Management >
            Income Tax and Estate Planning >
            Retirement Plan Services >
            Global Mobility >
            Family Office Services >

          • FEATURED CONTENT

          • Four colleagues sitting at the table in the officeTransitioning a Family Business to the Next Generation

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      • Private Equity

          • PRIVATE EQUITY

            Private equity groups, pre-transaction and PE owned companies partner with Aprio to manage risk, drive growth and increase ROI across the investment lifecycle.

            Private Equity Overview >

            FEATURED SOLUTIONS

            Process Improvement & Project Management >
            Transaction Advisory Services (M&A) >
            Business Valuation >
            Risk Management & Advisory >
            C-Suite solutions >

          • FEATURED CONTENT

          • Stock candlestick chart rise, side view, animation. Bright positive trend and growth. Success and bullish price concept on cryptocurrency and stock market value. Business and finance cryptocurrency worldwide grow5 Private Capital Insights from Q3 2025 and What They Mean to You

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      • Professional Services

          • PROFESSIONAL SERVICES

            Leverage 30+ years of experience advising law firms, veterinary practices, engineers, architects, consultants and marketing agencies.

            Professional Services Overview >

            FEATURED SOLUTIONS

            Transaction Advisory Services >
            Sales Tax Consulting and Compliance >
            Retirement Plan Services >
            Wealth Management >
            Treasury Management >
            Data Analytics >

          • FEATURED CONTENT

          • Business people Meeting negotiating a contract between two colleaguesCongrats! You Sold Your Business—Now What?

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      • Real Estate

          • REAL ESTATE

            Aprio’s Real Estate group provides proactive guidance and strategies to help increase equity and maximize the value of real estate transactions.

            Real Estate Industry Overview >

            FEATURED SOLUTIONS

            Cost Segregation Services >
            Financial Assurance >
            Affordable Housing Services >
            Retirement Plan Services >
            Wealth Management >

          • FEATURED CONTENT

          • Crowded apartment building in Hong Kong, ChinaMaximizing Real Estate Tax Benefits: Bonus Depreciation vs. §179 Deduction Under the One Big Beautiful Bill

          • View all Insights >

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      • Restaurant, Franchise & Hospitality

          • RESTAURANT, FRANCHISE & HOSPITALITY

            Aprio’s back-office solutions, financial guidance, tax planning and advisory services have helped franchisees and restaurateurs achieve profitable growth for over 40 years.

            Restaurant, Franchise & Hospitality Overview >

            FEATURED SOLUTIONS

            McDonald’s Franchise Solutions >
            ERP & Business Applications >
            Wealth Management >
            Outsourced Accounting >

          • FEATURED CONTENT

          • Fast food kitchen worker at the kitchen counter with glovesProfit on the Plate: How McDonald’s Franchisees Can Take Control of Food Costs

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      • Technology

          • TECHNOLOGY

            From SaaS, security and cloud service providers, to gaming, fintech and businesses on the blockchain, Aprio helps owners, C-suite executives and investors achieve their business objectives.

            Technology Overview >

            Blockchain Accounting & Advisory >
            Fintech Industry Services >
            Healthtech Industry Services >

            FEATURED SOLUTIONS

            R&D Tax Credits and Section 174 >
            SOC Reporting >
            Sarbanes Oxley (SOX) Compliance >
            Compliance as a Service >

          • FEATURED CONTENT

          • Robotic arms operating inside modern factory - stock photoOBBB Expands QSBS: What §1202 Means for Founders & Investors

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  • Services
      • Advisory

          • ADVISORY

            Increase efficiencies, drive growth and mitigate risk across your organization with tailored solutions from Aprio.

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          • Finance & Growth Advisory >

              • Business Valuation >
                C-Suite Solutions >
                Healthcare Advisory >
                Retirement Plan Services >
                Transaction Advisory >
                Technical Accounting Consulting >
                Succession Planning >

                Schedule a Consultation >

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          • Digital Advisory >

              • Blockchain Accounting & Advisory >
                ERP & Business Applications Advisory >
                Data & Insights >

                Schedule a Consultation >

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          • Risk Advisory >

              • Governance, Risk & Compliance >
                Risk Management and Advisory >
                Internal Audit Services >
                Sarbanes Oxley (SOX) Compliance >
                Forensics & AML >
                Sustainability Services (ESG) >
                Government Contract Compliance >
                GSA Schedule Consulting >

                Schedule a Consultation >

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          • Unclaimed Property & Escheatment Services >

          • FEATURED SOLUTIONS

            C-Suite Solutions >
            Sarbanes Oxley (SOX) Compliance >
            Internal Audit Services >
            ERP & Business Applications >
            Government Contracting >
            Data Management & Insights >
            Aprio Medical Membership >

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      • Audit & Assurance

          • AUDIT & ASSURANCE

            Quality assurance reporting that delivers transparency and insights

            Financial Assurance >

            Non-financial Assurance >

            Information Assurance >

            FEATURED SOLUTIONS

            Compliance as a Service >
            Employee Benefit Plan Audit >
            HITRUST CSF >
            ISO 27001 (Security) >
            ISO 42001 (Artificial Intelligence) >
            SOC Reporting >
            Uniform Guidance Services >

          • FEATURED CONTENT

          • ISO 9001 - ISO 27001 AuditsAchieving Synergy: The Benefits of Combining ISO 9001 and ISO 27001 Audits

          • View all Insights >

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      • Client Accounting Services

          • CLIENT ACCOUNTING SERVICES

            Grow your business with confidence with scalable client accounting services and experienced professionals that act as an extension of your team.

            Outsourced Accounting >

            Managed Payroll & HR Services >

            FEATURED SOLUTIONS

            Compliance as a Service >
            Employee Benefit Solutions >
            Financial Planning and Analysis >
            Payments Consulting Services >
            State Compliance & Entity Management >

          • FEATURED CONTENT

          • The Top 11 Payroll Pain Points and How to Solve Them: Part I

          • View all Insights >

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      • Federal Disruption

          • FEDERAL CONTRACT & GRANT DISRUPTION GUIDANCE

            Aprio helps government contractors, nonprofit organizations, and businesses navigate contract and federal grants termination, Requests for Equitable Adjustment (REA), and claims, ensuring appropriate cost recovery and compliance with FAR & OMB regulations.

            Federal Contract & Grant Disruption Guidance Overview >

          • FEATURED CONTENT

          • The Entrance of the Lyndon B. Johnson Department of Education building in Washington, DCA Timeline of Funding and Policy Shifts in the Department of Education

          • Contact Us >

            View all Insights >

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      • Legal

          • APRIO LEGAL

            Aprio Legal reimagines the client experience by offering entrepreneurs and business owners a one-stop destination to power their success.

            Aprio Legal >

          • FEATURED CONTENT

            Aprio Launches Aprio Legal, LLC and Enters into Exclusive Letter of Intent with Radix Law to Debut in Arizona Market

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      • Private Client

          • PRIVATE CLIENT

            Coordinate investments, financial planning and tax activities across your business and family matters with concierge services that simplify life.

            Private Client Overview >

            Aprio Wealth Management >

            Income Tax & Estate Planning >

            Retirement Plan Services >

            FEATURED SOLUTIONS

            Global Mobility >
            Succession Planning >
            Family Office Services >

          • FEATURED CONTENT

          • Financial growth concept4 Private Capital Insights from Q1 2024 and What They Mean for You

          • View all Insights >

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      • Talent Solutions

          • TALENT SOLUTIONS

            Aprio’s relationships across a broad range of industries connect top talent with opportunities across the nation.

            Accounting and Finance Staffing >

            Information Technology Staffing >

            Aprio Sourcing >

            C-Suite Solutions >

            FEATURED SOLUTIONS

            Explore Accounting & Finance Job Openings >
            Explore IT Job Openings >


          • FEATURED CONTENT

          • Revolving door at an office entranceIt’s Not You, It’s Me: Unraveling the Consequences of Hiring Mistakes

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      • Tax

          • TAX

            Navigate everchanging accounting and regulatory requirements with Aprio’s experienced proactive tax specialists and comprehensive services.

            Business Tax Overview >

            International Tax >
            State & Local Tax Consulting >

            FEATURED SOLUTIONS

            Customs & Tariffs >
            Transfer Pricing >
            Cost Segregation >
            Employment Tax Services >
            Income Tax & Estate Planning >
            Business Tax Credits and Incentives >
            R&D Tax Credits >
            Sales Tax Consulting & Compliance >
            Tax Controversy & Dispute Resolution >

          • FEATURED CONTENT

          • Business accounting concept, Business man using calculator with computer laptop, budget and loan paper in office.The OBBB and ERC Audit Risk: Three Steps to Defending Your Claim

          • View all Insights >

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      • Wealth Management

          • APRIO WEALTH MANAGEMENT

            Finanical planning and investment management that delivers coordination, clarity, and confidence.

            Aprio Wealth Management >

            Retirement Plan Services >

          • FEATURED CONTENT

          • Aprio Wealth Management Recognized on Accounting Today’s 2025 Wealth Magnets List

            View all Insights >

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  • About
      • About Aprio

          • ABOUT APRIO

            Since 1952, clients across the US, and 50+ countries have trusted Aprio for guidance on how to achieve what’s next.

            About Aprio Overview >

            Aprio Annual Report 2024 >

            HIGHLIGHTS

            Aprio For All >

            Aprio Black Business Forum >

          • FEATURED CONTENT

          • Aprio Ranked #24 on Accounting Today’s 2025 Top 100 Firms ListAprio Ranked #24 on Accounting Today’s 2025 Top 100 Firms List

          • View all Insights >

            Schedule a Consultation >

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      • Our People

          • OUR PEOPLE

            Financial stewards and advisors working together to create lasting value for the businesses, families and communities Aprio serves.

            Our People >

            HIGHLIGHTS

            Aprio Leadership >

          • FEATURED CONTENT

          • Forbes 2025 Best In State Top CPAsForbes Names Six Aprio Leaders to 2025 America’s Best-In-State CPAs List

          • View all Insights >

            Schedule a Consultation >

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      • Mergers & Acquisitions

          • MERGERS & ACQUISITIONS

            Reimagine what’s next for your firm. Partner with Aprio and secure your legacy with confidence.

            Mergers & Acquisitions Overview >

            HIGHLIGHTS

            What is M&A and Why It Matters >

            Redefining M&A Experience: The Aprio Advantage >

            Success Stories >

          • FEATURED CONTENT

          • Richard Kopelman Talks 2025 Business Trends with Forbes at Nasdaq MarketSite

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      • Aprio Alliances

          • APRIO CPA ALLIANCES

            Aprio CPA Alliances gives forward-focused firms like yours the edge – resources, relationships, and guidance to accelerate what’s next.

            Aprio CPA Alliances Overview >

            ALLIANCE CONNECTED ECOSYSTEM

            Accelerate value, reduce risk, and enhance experiences with innovative partners integrated into Aprio’s client solutions.

            Alliance Connected Ecosystem Overview >

          • FEATURED CONTENT

          • Partner with like-minded, future-oriented coaches, peers and mentors to fuel your CPA firm’s success.

            Schedule a Consultation >

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      • Corporate & Social Responsibility

          • CORPORATE & SOCIAL RESPONSIBILITY

            Learn more about The Aprio Foundation and how our community partnerships, initiatives, and team members make a difference.

            Corporate & Social Responsibility Overview >

            HIGHLIGHTS

            Aprio For All >
            Aprio Black Business Forum >

          • FEATURED CONTENT

          • Michele Blondheim at AprioAprio’s Michele Blondheim Honored as Top Practitioner at 2024 Atlanta Business Chronicle Leaders in Corporate Citizenship Awards

          • View all Insights >

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      • Aprio for All

          • APRIO FOR ALL

            We believe that embracing inclusion is not just the right thing to do, it drives innovation, fosters creativity, and creates a vibrant and inclusive workplace

            Aprio for All Overview >

            HIGHLIGHTS

            Aprio Black Business Forum >

          • FEATURED CONTENT

          • Aprio - International Women's Day 2024IWD 2024: How Aprio is Inspiring Inclusion

          • View all Insights >

            Schedule a Consultation >

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      • Aprio Black Business Forum

          • APRIO BLACK BUSINESS FORUM

            Aprio’s Black Business Forum connects minority executives with solutions that can help them achieve their business objectives.

            Aprio Black Business Forum >

            HIGHLIGHTS

            Aprio For All >

          • FEATURED CONTENT

          • Black Business Forum - Government Contracting EventBlack Business Forum – Government Contracting

          • View all Insights >

            Schedule a Consultation >

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      • Locations

          • LOCATIONS

            Find an Aprio office location near you and meet the partners that can help you achieve what’s next.

            Aprio Locations Overview >

          • FEATURED CONTENT

          • Jason Drucker and Matthew Muscarnera at AprioAprio Expands New York Office with Tax, Audit Partners – Jason Drucker and Matthew Muscarnera

          • View all Insights >

            Schedule a Consultation >

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  • Who We Serve
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      • Construction Industry Services Overview
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      • Dental Industry Services Overview
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      • Nonprofit Overview
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      • Restaurant, Franchise & Hospitality Overview
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      • Technology Overview
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      • Federal Contract & Grant Disruption Guidance Overview
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      • Aprio Legal Overview
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      • Private Client Overview
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      • Business Tax Overview
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South Charlotte, NC

By Aprio Publisher | February 20, 2025

SOLD Location: South Charlotte, NC Annual Collections: $545,000 Operatories: 4 Specialty: General Practice Key Features

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Charlotte, NC Area

By Aprio Publisher | September 26, 2024

SOLD Location: Charlotte, NC Annual Collections: $2.6M Operatories: 7 Specialty: Cosmetic and General Dentistry Key Features

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"Aprio" is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC (and its subsidiaries), provide professional services. LLP and Advisory (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. LLP is a licensed independent CPA firm that provides attest services, and Advisory and its subsidiaries provide tax and business consulting services. Advisory and its subsidiaries are not licensed CPA firms.

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