Business Details
38 Years
experience
Your Trusted Accounting Partner in Shelby, NC
Craig, Barry & Poston has provided professional accounting and financial services in Shelby, North Carolina since 1988. Our firm combines extensive industry experience with personalized approaches to meet diverse client needs, offering expertise in tax management, estate planning, financial projections, and business advisory services. We prioritize open communication to understand client goals and deliver tailored solutions that support long-term financial success.Our team maintains deep knowledge of evolving tax regulations while upholding a commitment to ethical standards and client-centric service. With decades of combined experience, we serve businesses and individuals across Cleveland County and surrounding areas, focusing on building lasting relationships through reliable, transparent financial guidance.
Services
Tax Management
Accounting Services
Estate Planning
Financial Projections
Bookkeeping
Payroll Services
Retirement Planning
Employee Benefits
Details
- Year established: 1988
Highlights and features
- We offer 35+ years of combined experience in accounting and tax services since 1988
- Our team provides personalized financial strategies tailored to individual client needs
- We maintain open communication to ensure complete understanding of client objectives
- Our services cover comprehensive financial planning from tax preparation to retirement strategies
- We combine technical expertise with local market knowledge of Cleveland County
Associations and certifications
- CPA (Certified Public Accountants)
Services
Tax Management Services
Our tax management services help individuals and businesses minimize liabilities while maximizing returns through strategic planning and compliance. We leverage up-to-date tax law knowledge to create customized solutions that align with financial goals. Our approach combines proactive year-round tax strategies with comprehensive preparation services for optimal outcomes.
Accounting Services
We provide complete accounting solutions for businesses of all sizes, including system creation, cost containment, and investment tracking. Our services ensure accurate financial records that support informed decision-making. From startups to established enterprises, we help maintain financial health through reliable bookkeeping and reporting systems tailored to specific business needs.
Estate and Trust Planning
Our estate planning services focus on creating secure asset distribution strategies that protect loved ones and ensure business continuity. We help clients develop comprehensive plans that fulfill their wishes while minimizing tax implications. This includes trust creation, probate guidance, and succession planning to provide peace of mind for future generations.
Financial and Retirement Planning
We help clients build secure financial futures through personalized retirement strategies. Our services include portfolio development, investment monitoring, and comprehensive planning for asset allocation, education funding, and insurance needs. We focus on creating sustainable income streams while addressing tax and estate considerations to support comfortable retirement lifestyles.
Bookkeeping/Write-up
Our professional bookkeeping services handle daily financial transactions and record-keeping to maintain accurate business records. We implement efficient systems for tracking income and expenses, preparing financial statements, and ensuring tax compliance. This allows business owners to focus on growth while maintaining complete financial transparency and control over their operations.
People
Phillip Poston
CPA
Phillip Poston brings extensive accounting expertise to our firm, specializing in tax strategies and business financial planning. With decades of experience serving Cleveland County businesses, he focuses on delivering practical solutions that drive client success through sound financial management practices.
Rhonda Poston
Administration & Support
Rhonda Poston manages administrative operations and client support functions, ensuring smooth office operations and exceptional service delivery. Her organizational skills and client-focused approach help maintain the high service standards our firm is known for across Shelby and surrounding communities.
Andrew Poston
Tax Preparation
Andrew Poston specializes in tax preparation services, applying current tax code knowledge to optimize client returns. He works closely with individuals and businesses to ensure accurate filings while identifying opportunities for tax savings and improved financial positioning.
Janet Edwards
Tax Preparation
Janet Edwards provides expert tax preparation services with attention to detail and regulatory compliance. Her experience in individual and business tax matters helps clients navigate complex requirements while maintaining accurate records for year-round tax readiness.
Kyndall Hoffman
Office Support
Kyndall Hoffman supports office operations and client communications, serving as a key point of contact for our clients. Her commitment to service excellence ensures efficient coordination of accounting services while maintaining the personalized approach central to our firm's philosophy.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including bookkeeping, tax planning, financial projections, payroll processing, and business advisory services tailored to small business needs.
How can you help with tax planning and preparation?
Our tax experts develop strategies to minimize liabilities while maximizing returns, offering year-round planning and accurate preparation for individuals and businesses.
Do you assist with retirement and financial planning?
Yes, we create personalized retirement plans considering investment strategies, tax implications, and estate planning to ensure financial security for your future.
What areas do you serve?
We primarily serve Cleveland County and surrounding areas in North Carolina, providing local businesses and residents with personalized financial services.
Are you available for consultations?
Yes, we offer free initial consultations to discuss your financial needs and determine how we can best support your goals.
How do you handle estate and trust planning?
We develop comprehensive estate plans that ensure proper asset distribution while minimizing tax burdens and addressing business succession requirements.
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