Schmitt Mark L CPA PC

Leonard & Associates, CPA is a dedicated tax service provider located in Concord, NC, specializing in proactive tax strategies and strategic tax planning. With a focus on tax preparation done right and effective tax reduction strategies, they position themselves as a Certified Tax Coach to optimize clients' financial outcomes. The firm differentiates itself by emphasizing personalized service and comprehensive tax solutions tailored to meet the unique needs of each client. Their commitment to excellence and proactive approach ensures clients navigate the complexities of taxation with confidence and clarity. Generated from the website

David L. Conner has over 25 years of experience in financial and estate planning and specializes in helping clients live and enjoy the lives they envision for themselves and their families. A 1988 graduate of the University of North Carolina at Chapel Hill with a double major in Economics and Political Science, David works with families and businesses throughout North Carolina and the Southeast developing strategies to enhance their financial position, achieve financial growth, and maximize retirement income and security. David is the recipient of numerous awards including The National Quality Award, The National Sales Achievement Award and The Million Dollar Round Table where he is Top of the Table member. He also is a past President of the Gaston County Association of Insurance and Financial Advisors.