By Matt Andersen, CPA, Founder of MD Andersen, CPA, PA
As 2020 draws to a close, we have decided to embark on an exciting new adventure and wanted you to be the first to know. On January 1, 2021, MD Andersen CPA, PA will be combining with the Charlotte-based firm of BGW CPA, PLLC.
We view this joining of firms as a proud accomplishment that will enable us to provide a broader set of services to our clients. I wanted to give you some details personally in the attached video along with a few key points below.
We Will Continue to Serve Our Existing Clients
We do not expect to make significant changes to service for our existing clients. Although we will be operating under the BGW CPA brand, clients will retain their existing MDA team.
Business Will Resume (Almost) as Usual
MD Andersen CPA, PA will continue to operate remotely for the first quarter of 2021, preparing for the 2020 tax season. Our official name will change to BGW CPA on January 1, but it will take a period of time to fully transition given the extenuating circumstances of the pandemic.
Individual Contact Information
Myself and all existing members of the MDA CPA team will acquire new BGW email and phone numbers on 1/1/21, but don’t worry, calls to our existing numbers and emails to “mdandersencpa.com” will automatically forward to us. There is no need to save additional information at this time.
New Mailing Address and Office Headquarters
Our new headquarters will be located at 1616 Camden Road, Suite 510 Charlotte, NC 28203. All existing and new client documentation should be sent to:
BGW CPA, PLLC
1616 Camden Road, Suite 510
Charlotte, NC 28203
New Mailing Address for Invoices and Bills to MD Andersen, CPA
All correspondence related to invoices (accounts receivables) and bills (accounts payables) and other business matters related to MD Andersen CPA should be sent to:
MD Andersen CPA, PA
3540 Toringdon Way Suite 200 #1016
Charlotte NC 28277
About BGW CPA
BGW stands for balance, growth, and wisdom. BGW CPA PLLC team members include over 60 professionals dedicated to serving clients in the Carolinas and throughout the United States. Traditional tax planning and tax compliance services are complimented by a broader range of accounting services including financial statement audits.Together, we will have a strong business advisory division that is skilled in growing the value of private, closely held businesses.
We are so grateful for your support over the years and hope you will join us in celebrating this milestone. We look forward to starting a new chapter in our journey to serve passionate entrepreneurs.
Matt Andersen, CPA loves analyzing data, people, and businesses. He is passionate about helping entrepreneurial-minded clients achieve their goals, keep more money in their pockets, and live a higher quality of life. In addition to tax and accounting services, Matt provides one-on-one coaching for various topics including lifestyle entrepreneurship, advanced tax planning, and new business creation.