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.