Profile
David Tunstall
ListedCPA tax, bookkeeping, and CFO advisory support in Charlotte
About
About
David Tunstall is a CPA and founder of The Tunstall Organization, a boutique CPA firm serving the Taxpros category from Charlotte, NC.
The practice brings together bookkeeping, payroll, tax planning, and tax preparation with CFO advisory support.
David Tunstall is a CPA and founder of The Tunstall Organization, a boutique CPA firm serving the Taxpros category from Charlotte, NC. The firm works with individuals and with purpose-driven owners of medium-sized businesses who need clearer financial data for planning and decision-making.
The practice brings together bookkeeping, payroll, tax planning, and tax preparation with CFO advisory support. Its tax-focused services include Tax Representation for IRS and state matters, Tax Planning, and Income Tax Preparation, alongside cash flow management, financial analysis, forecasting and budgeting, goal setting, and exit strategy for retirement.
The firm describes its approach as thorough, proactive, and systematic, with a process that starts by listening, then building a custom plan for books, taxes, and a CFO roadmap before executing on the work.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Standard | ||
| CPA accounting advisory | Standard | ||
| Bookkeeping services | Standard | ||
| Payroll services | Standard | ||
| Tax planning | Standard | ||
| Tax resolution | Standard | ||
| Tax services | Standard | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
Charlotte, NC
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