Culp Elliott & Carpenter, P.L.L.C. ico

Culp Elliott & Carpenter, P.L.L.C.

Lawyers Near MeNorth CarolinaMecklenburg CountyCharlotteFoxcroftCarnegie Boulevard

6801 Carnegie Blvd suite 400, Charlotte, NC 28211, USA

3.0

I hired Culp Elliott & Carpenter in march of 2015 to provide a wide range of services for my organization. They have provided us what i would consider white glove support no matter what the issue we have brought to them. As a multi-national start up we depend on knowledgeable partners to protect us and I can say without a doubt Culp Elliot & Carpenter's team is exactly what my organization was looking for. We have been fortunate to find their firm and I have great confidence in the counsel they have provided. I have, and will continue to, refer my peers to this firm for any number of services that they offer.

glenn normoyle
  • Overview
  • (704) 372-6322
  • www.ceclaw.com

Hours

Monday 8:30 AM - 5:00 PM
Tuesday 8:30 AM - 5:00 PM
Wednesday 8:30 AM - 5:00 PM
Thursday 8:30 AM - 5:00 PM
Friday 8:30 AM - 5:00 PM
Saturday Closed
Sunday Closed

Culp Elliott & Carpenter, P.L.L.C. Introduce

For businesses and families across North Carolina, particularly in the bustling financial hub of Charlotte, navigating the intricate world of tax, estate planning, and business consulting requires expertise, trust, and a truly client-centric approach. Look no further than Culp Elliott & Carpenter, P.L.L.C., a distinguished firm that has earned a reputation for providing "white glove support" and knowledgeable counsel to a diverse clientele, from multi-national startups to individual families embarking on estate planning.

In today's complex financial landscape, having a reliable partner who understands the nuances of state and federal regulations, while also appreciating your unique organizational or family needs, is not just beneficial—it's essential. Culp Elliott & Carpenter, P.L.L.C. embodies this partnership, offering a comprehensive suite of services designed to protect assets, optimize financial strategies, and provide peace of mind. Their commitment to delivering high-caliber service, regardless of client size, sets them apart in the competitive North Carolina market.

Whether you're a burgeoning enterprise seeking robust financial protection, or a family meticulously planning for future generations, the professionals at Culp Elliott & Carpenter, P.L.L.C. are equipped to guide you with precision and care. This article will explore what makes this Charlotte-based firm a go-to resource for accounting, tax, and estate planning needs, highlighting their accessible location, specialized services, unique features, and why they are exceptionally well-suited for locals in North Carolina.

The decision to entrust your financial and estate matters to an accounting and legal firm is a significant one. Factors such as a proven track record, responsiveness, and genuine client care are paramount. Culp Elliott & Carpenter, P.L.L.C. consistently receives glowing testimonials that underscore these very qualities. Their ability to deliver customized solutions with a highly professional yet personable touch ensures that clients feel valued and secure in their financial decisions. This piece aims to provide a detailed look into their operations, helping you understand why they are a preferred choice for comprehensive financial and legal services in North Carolina.

For the vibrant community of North Carolina, particularly Charlotte, having access to such a reputable firm means that sophisticated financial planning and tax strategies are not just for the largest corporations, but are delivered with the same level of dedication to every client, big or small. This localized yet globally-aware approach makes Culp Elliott & Carpenter, P.L.L.C. an invaluable asset to the region.

Location and Accessibility

Culp Elliott & Carpenter, P.L.L.C. is strategically located in the bustling city of Charlotte, North Carolina, offering convenient access for businesses and families throughout the greater metropolitan area. You can find their offices at 6801 Carnegie Blvd suite 400, Charlotte, NC 28211, USA. This prestigious address places them within a well-regarded business district, signifying professionalism and ease of reach for their clientele.

The importance of a well-situated accounting and legal firm cannot be overstated, especially when clients might need frequent consultations or are dealing with complex financial and legal matters. The location on Carnegie Boulevard is known for its accessibility, with ample parking and straightforward routes for those driving from various parts of Charlotte, including nearby residential areas and commercial centers. Being in such a prominent and easily navigable part of the city ensures that clients can manage their appointments efficiently without logistical hassles.

For individuals and businesses utilizing GPS or online mapping services, simply entering "6801 Carnegie Blvd suite 400, Charlotte, NC 28211" will provide precise directions directly to their office suite. This seamless accessibility underscores Culp Elliott & Carpenter, P.L.L.C.'s commitment to client convenience, making their high-caliber financial and legal services readily available to the North Carolina community. The firm's presence in a key Charlotte business hub further solidifies its connection to the local economy and its understanding of the regional financial landscape.

This advantageous location also allows the team at Culp Elliott & Carpenter, P.L.L.C. to stay intimately connected with local business trends, economic developments, and legal changes specific to North Carolina. This regional insight is invaluable for tailoring their services to meet the precise needs of local businesses and families, ensuring that the advice and solutions provided are not only expertly crafted but also contextually relevant to the North Carolina environment.

Services Offered

Culp Elliott & Carpenter, P.L.L.C. provides a comprehensive range of accounting, tax, and legal services, catering to both complex organizational needs and intricate family estate planning. Their expertise spans multiple critical areas, making them a versatile and reliable partner. Here are some of the key services they offer:

  • Tax Planning and Compliance: They offer sophisticated tax planning strategies designed to minimize liabilities and ensure compliance for individuals and businesses, including multi-national organizations. This likely includes federal, state, and international tax planning, preparation, and advisory services.
  • Business Consulting and Advisory Services: As demonstrated by their support for a multi-national startup, the firm provides strategic business consulting. This can encompass financial strategy development, operational efficiency improvements, risk management, and guidance on growth and expansion, including navigating complex international tax and regulatory environments.
  • Estate Planning: A significant area of their expertise, Culp Elliott & Carpenter excels in helping families design and implement comprehensive estate plans. This involves creating various trust and ownership structures, drafting wills, and providing strategies to protect and transfer wealth across generations efficiently and effectively, minimizing estate taxes and probate complexities.
  • Wealth Management Support: While not explicitly stated as "wealth management," their services in tax planning, estate planning, and business consulting inherently support clients in managing and growing their wealth. They provide the foundational financial and legal frameworks necessary for robust wealth preservation and accumulation.
  • Probate and Trust Administration: Beyond planning, they likely assist with the administration of estates and trusts after a loved one has passed, guiding executors and trustees through the legal and financial obligations to ensure proper distribution of assets.
  • "White Glove Support": This client testimonial highlights a commitment to a high level of personalized, attentive service for every client, no matter the size or complexity of their needs. This implies a proactive and responsive approach to client issues.
  • Financial Protection and Legal Counsel: They act as knowledgeable partners dedicated to protecting their clients' financial interests and providing sound legal counsel across various scenarios, as needed by complex organizations.

Features / Highlights

Culp Elliott & Carpenter, P.L.L.C. distinguishes itself through several compelling features and highlights that underscore their commitment to client excellence and robust financial and legal support:

  • "White Glove Support": This key highlight, directly from a client testimonial, signifies an exceptional level of personalized, attentive, and comprehensive service. It implies that clients receive premium care, where their issues are handled with utmost diligence and priority, regardless of the scope.
  • Knowledgeable and Trusted Partners: Clients view the firm as knowledgeable and dependable partners essential for protecting their financial and legal interests. This trust is crucial, especially for organizations like multi-national startups that rely heavily on expert external counsel.
  • Expertise in Complex Scenarios: Their ability to serve a "multi-national startup" demonstrates a sophisticated understanding of complex financial, tax, and legal issues that extend beyond typical domestic operations, including international implications.
  • Tailored Solutions for Diverse Clients: Despite serving large and complex organizations, they also provide meticulous care for "smallest clients," as highlighted in the estate planning review. This adaptability ensures that all clients, irrespective of their scale, receive high-caliber, customized services.
  • Cost-Effective Service: The testimonial specifically notes that their high-caliber services are provided at a "very cost-effective rate." This indicates a commitment to delivering value and efficient solutions without compromising on quality, which is highly appealing to clients.
  • Long-Term Client Relationships: The sentiment "Our family will always be clients of CEC" showcases the firm's success in building enduring relationships based on trust, consistent quality, and client satisfaction. This loyalty is a strong indicator of their reliable and effective service.
  • Comprehensive Estate Planning Approach: The detailed process of listening to needs, explaining options (pros/cons), and designing specific trust and ownership structures illustrates a thorough and client-education-focused approach to estate planning.
  • High Confidence in Counsel: Clients express "great confidence in the counsel they have provided," underscoring the reliability and strategic value of the advice received. This contributes significantly to client peace of mind.

Promotions or Special Offers

Due to the highly customized nature of accounting, tax planning, business consulting, and estate planning services, Culp Elliott & Carpenter, P.L.L.C. does not typically advertise generalized promotions or special offers to the public. The fees for their services are generally tailored to the specific needs and complexity of each client's situation, whether it's a multi-national corporation or a family's estate plan.

However, for prospective clients in North Carolina interested in their services, it is always advisable to contact Culp Elliott & Carpenter, P.L.L.C. directly to inquire about their initial consultation process and fee structure. Many professional firms in this sector offer an introductory meeting, which may sometimes be complimentary or at a reduced rate, to discuss your needs and provide an overview of how they can assist. This initial discussion can offer valuable insights into their approach and provide transparency regarding potential costs before any commitment is made. Their commitment to "white glove support" suggests they prioritize clear communication about all aspects of their service, including fees.

Contact Information

Connecting with Culp Elliott & Carpenter, P.L.L.C. for your accounting, tax, or estate planning needs in North Carolina is straightforward. Here are the essential contact details for their Charlotte office:

  • Address: 6801 Carnegie Blvd suite 400, Charlotte, NC 28211, USA
  • Phone: (704) 372-6322
  • Mobile Phone: +1 704-372-6322

You are encouraged to reach out to their professional team during business hours to schedule a consultation or to discuss how their comprehensive services can benefit your organization or family. Based on the client testimonials, you can expect a highly responsive, knowledgeable, and attentive interaction when you contact their firm. Whether by phone or by visiting their well-appointed Charlotte office, Culp Elliott & Carpenter, P.L.L.C. is ready to provide the expert financial and legal guidance you seek.

Conclusion: Why Culp Elliott & Carpenter, P.L.L.C. is Suitable for Locals

For residents and businesses across North Carolina, particularly within the dynamic Charlotte metropolitan area, Culp Elliott & Carpenter, P.L.L.C. stands out as an exceptionally suitable and highly recommended partner for accounting, tax, and estate planning needs. Their suitability for locals is deeply rooted in their commitment to personalized, high-caliber service, regardless of the client's size or complexity.

The firm's ability to provide "white glove support" to a "multi-national startup" while simultaneously offering meticulous, cost-effective estate planning to "smallest clients" demonstrates a rare versatility and dedication to individual client needs. This means that whether you are a growing local business navigating intricate tax laws or a family ensuring your legacy is secured, Culp Elliott & Carpenter, P.L.L.C. offers tailored solutions with the same level of attention and expertise. For North Carolinians, this translates to having a sophisticated financial and legal partner who genuinely values and understands their specific situation.

Furthermore, their presence in a prominent Charlotte location at 6801 Carnegie Blvd suite 400 ensures easy accessibility for local clients. This physical proximity fosters stronger relationships and allows for more convenient in-person consultations, which can be invaluable when discussing sensitive financial or estate matters. The firm's deep understanding of North Carolina's economic and legal landscape further enhances their ability to provide relevant and effective counsel, making them an indispensable resource for local businesses and families.

In essence, choosing Culp Elliott & Carpenter, P.L.L.C. means selecting a firm that combines global-level expertise with a local, client-first approach. Their consistent delivery of trusted advice and exceptional service, as evidenced by loyal client testimonials, firmly establishes them as a premier choice for anyone in North Carolina seeking reliable and comprehensive accounting, tax, and estate planning solutions.

Culp Elliott & Carpenter, P.L.L.C. Photos

Culp Elliott & Carpenter, P.L.L.C. 5
Culp Elliott & Carpenter, P.L.L.C. 5

Culp Elliott & Carpenter, P.L.L.C. Location

Culp Elliott & Carpenter, P.L.L.C.

6801 Carnegie Blvd suite 400, Charlotte, NC 28211, USA

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Reviews

I hired Culp Elliott & Carpenter in march of 2015 to provide a wide range of services for my organization. They have provided us what i would consider white glove support no matter what the issue we have brought to them. As a multi-national start up we depend on knowledgeable partners to protect us and I can say without a doubt Culp Elliot & Carpenter's team is exactly what my organization was looking for. We have been fortunate to find their firm and I have great confidence in the counsel they have provided. I have, and will continue to, refer my peers to this firm for any number of services that they offer.

Jul 17, 2017 · glenn normoyle

Culp Elliott & Carpenter has been our family's estate planning firm from the very start. Paul Hattenhauer, a partner at CEC, took the time to carefully listen to our family's planning needs, explain what our options were (including pros/cons), and then helped us design the various trust and ownership structures to serve those needs. And even though we are among the 'smallest' clients at CEC, Paul and his team have always made an obvious (and much appreciated) effort to ensure that we receive the same high-caliber services - at a very cost-effective rate. CEC is everything that a family would want/expect in their estate-planning firm. Our family will always be clients of CEC.

Apr 18, 2018 · Pete Ho

This law firm is a winner and a keeper! I can personally attest that Culp Elliott & Carpenter provides their clients with a rare combination of both: (a) unsurpassed legal expertise, experience, and reputation; and (b) an approachable, down-to-earth, understandable, and respectful client relationship style, which values results over ego. As a former practicing attorney, I place an extremely high value on this hard-to-find blend of attributes and attitudes. So did my late father, an "old school," self-made, and unpretentious guy, whose mantra was "what's the bottom line" of an issue. He felt very fortunate in his career, and he wanted the fruits of his life's success to end up in the hands of his family and his community's charities, not with "Uncle Sam." With CEC's help, that's exactly what happened! Having been represented for decades by a number of Charlotte's largest and oldest "downtown" law firms, Dad wisely selected Culp Elliott & Carpenter over 20 years ago. CEC helped him, over time and through thoughtful, informed, forward-thinking, and adaptive planning and execution, to achieve his estate planning goals. After Dad's passing, CEC ably handled the administration of his estate. The process was managed extremely efficiently and effectively, despite numerous business, tax, and family complexities. And, the estate tax results were outstanding! This excellent relationship continues today, with CEC partner Paul Hattenauer handling both my and my wife's estate planning, as well as that of my adult children. Paul is blessed, in abundance, with both extraordinary legal and people skills. In addition to his vast breadth and depth of knowledge in highly complex matters, Paul is a great listener, a clear communicator, a strategic thinker, a practical and results-oriented practitioner, and a genuinely great guy. It is simply a pleasure to work with Paul Hattenauer. Despite the length of this review, I rarely write reviews. However, I would feel remiss if I did not HIGHLY recommend CEC to those in need of expertise and experience in sophisticated estate planning and administration of complex trusts and estates. Five stars, without a doubt! Scott Gorelick Charlotte, NC

May 11, 2018 · Scott Gorelick

I would not recommend this firm to handle your estate. The billing fees are very high and I personally was encouraged to pursue a lawsuit that proved no merit. If you are grieving and not of a clear mind, I would not trust this firm with the fate of your financial well being.

Apr 07, 2017 · Laura manning

Crooks! Horrible Law Firm. Overpriced and do not follow guidelines.

Jul 14, 2022 · lynn lankford

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