Dental CPA Charlotte

About Leonard & Associates, CPA PLLC

Leonard & Associates, CPA PLLC has continued to serve the accounting and tax needs of an increasing number of dental industry professionals including family dentists, oral surgeons, orthodontists, and many others. We believe that industry experience coupled with accurate recordkeeping, strategic tax planning, and frequent communications are the key to sound financial management of a dental practice. When you choose us as your CPA firm, we do more than accounting and bookkeeping, we become your trusted business advisor. We’ll use benchmarking to evaluate and improve the health of your dental practice and we’ll design an aggressive tax planning strategy to minimize taxes and maximize profits.

At Leonard & Associates, CPA PLLC, we’re the best choice for dental practice accounting and tax services because we understand each practice is unique and approach every client as a new opportunity to develop a longstanding professional relationship. Call us now at 704-960-4815 to learn more or request your free consultation online.

Matt Leonard, CPA

matt leonardMatt Leonard is a Certified Public Accountant, Certified Tax Coach, and co-founder of Leonard & Associates, CPA PLLC. He brings over 10 years of experience in strategic tax planning and accounting to his clients.

Matt started his career in auditing at Grant Thornton and then moved on to private accounting at King's Greenhouses Inc. He also received specialized training in taxation as a Certified Tax Coach and has used these skills to save clients thousands through targeted, proactive tax planning. He left to start his own CPA firm in 2013 with his mother, who has been a CPA since 1984.

His education includes a BS in accounting from North Carolina State University where he was number one in his class and graduate school at Appalachian University.

Matt lives in Concord with his two children Sophia and Brady and his wife Stephanie. In his spare time he enjoys going to the lake and spending time with his family.

NC Certified Public Accountant Certificate #33262

Jean Leonard, CPA

jeanie leonardJean Leonard is a very knowledgeable Certified Public Accountant boasting over 30 years of experience in the industry. She started her career in public accounting and audits and later opened a small practice offering accounting, bookkeeping, payroll, and tax services for businesses and individuals. She eventually started a business with her husband and handled all the accounting and tax planning. Growing her own successful operation has enabled Jean to know first-hand what it’s like to meet the challenges of running a small business. She appreciates playing a role in the success of other business owners by helping them manage their finances and reduce taxes so she started Leonard & Associates, CPA PLLC with her son Matt in 2014.

Jean enjoys traveling all over the world with her husband. She also loves spending time with her children and grandchildren at their lake house.

NC Certified Public Accountant Certificate #14586