Robert W. Taylor, CPA

Certified Public Accountant # 14035, North Carolina

Bob Taylor, along with his wife, Donna Taylor, joined Potter & Company in 2003, becoming the lead partners of the Mooresville office. It was the third and newest location of Potter & Company at that time. There are now four locations in the Charlotte, NC area.

With over 30 years experience, Bob works with small business clients to help them understand accounting for their business and the positive impacts of tax planning and tax strategies. Along with small businesses, he  works with governmental entities, nonprofits, and common interest realty associations. In addition, Bob does financial planning, business and individual tax work, estate and trust work and financial statement preparation and analysis. Some non-traditional accounting work that Bob enjoys is business consulting, profit improvement, team management and peer reviews of other CPA firms.

Bob grew up in Norlina, North Carolina, and has a Bachelor of Science in Business Administration from North Carolina State University. Bob is a member of the Davidson United Methodist Church where he is a member of the Chancel Choir. He is also a Charter Member as well as the Treasurer of the Top of the Lake Rotary. Bob and Donna have one daughter.

Professional and Business Activities

  • North Carolina Association of Certified Public Accountants (NCACPA) Previously held offices: President, Board of Directors, Chairman Peer Review Executive Committee, Governmental Accounting and Auditing Committee
  • NC Association of School Business Officials
    • Instructor
  • American Institute of Certified Public Accountants (AICPA)
    • Member Personal Financial Planning Section
    • Board Member of the Benevolent Fund
    • Previous Roles: National Council, Member Retirement Committee