Every client is different. Every individual, owner or executive has a unique set of goals, ambitions, concerns and challenges. We are committed to truly listening and understanding our clients’ needs so that we can guide them toward the intended results. Our aim is to always put our clients first and make sure they are heard — not only by paying close attention to what they say, but also by asking the right questions so that we can discern their ultimate goals.

Our firm includes 11 partners and 47 professionals including CPAs, CFEs and a dozen other credentials and certifications to support our practice areas.  In addition to our extensive assurance, tax and business advisory knowledge, we have specialized skills in tax planning and compliance, estates, trusts, international taxation, business valuation, retirement plan administration services and family wealth planning. 

The firm specializes in manufacturing, privately held businesses, including corporations and partnerships, individuals, and not-for-profit organizations, based out of offices in Burlington and Greensboro, North Carolina.

In order to better serve growth-minded individuals and businesses in all sectors and industries, Gilliam Bell Moser LLP is a member of Allinial Global, an association of legally independent firms. This association includes over 125 member firms world-wide. Allinial Global provides a broad array of resources and support for our clients, because our professionals are able to access a wealth of specialized knowledge, best practices, professional education, and data. 

Gilliam Bell Moser proudly supports our clients and our community. The foundation of our mission is access: having an open door, a welcoming attitude, and an empathetic approach. We continually reinvest our time and resources in process improvement, and we value long-term relationships with our clients.

Manufacturing

Professional Services

Gilliam Bell Moser LLP

Scott Williams

Noah Sanders

Lee Fox

Keith Pleasant

Caroline King

J. Bradley Moser

Tina Lefkowitz

Philip W. Smith

Karen Mills

Joy Klenke

Jennifer Oliver

Eric C. Grant

Crystal Payne

The Audit and Retirement Services Team at Gilliam Bell Moser LLP is dedicated to providing comprehensive audit and retirement plan services to meet the unique needs of each client. This team ensures compliance with regulatory standards, conducts thorough financial audits, and offers tailored retirement plan solutions, assisting clients in achieving their financial goals and securing their future. Through expert management and strategic planning, the team supports businesses and individuals with reliable and specialized financial services.

Audit and Retirement Services Team

Accounting and Tax

Audit and Retirement Services Team

About

Team members

Other teams at Gilliam Bell Moser LLP

Accounting and Tax