Blair, Bohlé & Whitsitt, PLLC

Description

Address: 10815 Sikes Pl # 100, Charlotte, NC 28277 Hours: Closed ⋅ Opens 8:30AM Monday8:30AM–5:30PMTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–5:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (704) 841-9800: : Website: Place name: : : Category: : : Website: http://www.bbwpllc.com/ Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question

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Blair, Bohlé & Whitsitt, PLLC Employees

Employee
Years
Job
Industry
Tonya Pope Tonya Pope Charlotte, North Carolina Area Details
Tonya Pope's Blair, Bohlé & Whitsitt, PLLC Experience 2008 - Present
Job Tax Manager at Blair, Bohlé & Whitsitt, PLLC
Industry Accounting
Experience
Blair, Bohlé & Whitsitt, PLLC   2008 - Present
PwC  2005 - 2008

Education
UNC Charlotte
Masters of Accountancy

UNC Charlotte
Bachelors Degree in Fine Arts, Concentration Graphic Design, Marketing Minor

David Lucus David Lucus Raleigh-Durham, North Carolina Area Details
David Lucus's Blair, Bohlé & Whitsitt, PLLC Experience January 2006 - August 2007
Job Owner, David W. Lucus, CPA, PLLC
Industry Accounting
Experience
David W. Lucus, CPA, PLLC   Assistant ComptrollerNorth Carolina Central UniversityJune 2010 - June 2014
North Carolina Central University  April 2008 - June 2010
Blair, Bohlé & Whitsitt, PLLC   January 2006 - August 2007
Family Staffing   September 2005 - January 2006
Duggan & Massey  February 2004 - September 2005

Skills
Small Business, Tax Accounting, Bookkeeping, Tax Preparation, CPA

Education
Georgia State University   1994 — 1995
Accounting

North Carolina State University   1985 — 1990
Bachelor's Degree, Electrical Engineering

Roberta Cianfrone Roberta Cianfrone Charlotte, North Carolina Area Details
Roberta Cianfrone's Blair, Bohlé & Whitsitt, PLLC Experience January 2005 - Present
Job Senior Tax Manager at Blair, Bohlé & Whitsitt, PLLC
Industry Accounting
Experience
Blair, Bohlé & Whitsitt, PLLC   January 2005 - Present

Skills
Financial Reporting, Tax, Income Tax, Corporate Tax, CPA, Estate Planning, Tax Accounting, Financial Planners, High Net Worth..., Trusts, Retirement Planning, Strategic Planning, Tax Compliance

Education
State University of New York College at Geneseo   1993 — 1997
Bachelor of Science (BS), Accounting

Dana Jones, CPA Dana Jones, CPA Charlotte, North Carolina Area Details
Dana Jones, CPA's Blair, Bohlé & Whitsitt, PLLC Experience July 2015 - Present
Job Tax Manager at Blair, Bohlé & Whitsitt, PLLC
Industry Accounting
Experience
Blair, Bohlé & Whitsitt, PLLC   July 2015 - Present
Beacon Development Company   November 2012 - June 2015
ATI Allvac  November 2011 - November 2012
Blair, Bohle & Whitsitt PLLC   January 2008 - November 2011

Skills
Tax, Accounting, Commercial Real Estate, General Ledger, Financial Reporting, GAAP, CPA, Financial Analysis, Internal Controls, Account Reconciliation, Financial Accounting, QuickBooks, US GAAP, Journal Entries

Education
University of North Carolina at Charlotte - Belk College of Business   2006 — 2008
Bachelor of Science, Accounting

Jason Sesta Jason Sesta Charlotte, North Carolina Area Details
Jason Sesta's Blair, Bohlé & Whitsitt, PLLC Experience November 2010 - January 2015
Job Senior Tax Accountant at Nucor Corporation
Industry Accounting
Experience
Nucor Corporation  January 2015 - Present
Blair, Bohlé & Whitsitt, PLLC   November 2010 - January 2015
Grant Thornton LLP  September 2008 - November 2010

Skills
Tax, CPA, Accounting, Tax Accounting, Tax Preparation, Corporate Tax, Income Tax, Financial Accounting

Education
University of Florida   2006 — 2008
Master of Accounting, Taxation

Bryant Whitsitt Bryant Whitsitt Charlotte, North Carolina Area Details
Bryant Whitsitt's Blair, Bohlé & Whitsitt, PLLC Experience 2000 - Present
Job Founding Partner at Blair, Bohlé & Whitsitt, PLLC
Industry Accounting
Experience
Blair, Bohlé & Whitsitt, PLLC   2000 - Present
Deloitte  July 1998 - September 2000
Army National Guard  1987 - 1993

Skills
Tax Accounting, Financial Reporting, Tax, Financial Planners, High Net Worth..., CPA, Accounting, Trusts, Income Tax, Partnership Taxation, Accountants, Strategic Planning, Management, Corporate Tax, S Corporations, LLC

Education
University of North Carolina at Charlotte   1999 — 2000
Master of Business Administration (MBA), Finance

The University of Connecticut   1988 — 1992
Bachelor of Science (B.S.), Accounting

Derrick Greene Derrick Greene Charlotte, North Carolina Details
Derrick Greene's Blair, Bohlé & Whitsitt, PLLC Experience August 2015 - Present
Job Student at University of North Carolina at Charlotte
Industry Accounting
Experience
Blair, Bohlé & Whitsitt, PLLC   August 2015 - Present
Burchett Financial Services   November 2012 - July 2015
Blair, Bohlé & Whitsitt, PLLC   February 2015 - April 2015
Braxton Culler, Inc   June 2010 - August 2012
Dollar Tree Stores  January 2012 - July 2012

Skills
Excel, Word, PowerPoint, Outlook, Customer Service, Microsoft Office, Data Entry, Cashiering, Filing, Clerical Skills, Spreadsheets, Phone Skills, File Management, Phone Etiquette, Cash Register, Public Speaking

Education
University of North Carolina at Charlotte   2015 — 2016
Master of Accountancy

University of North Carolina at Charlotte   2011 — 2014
Bachelor of Science (BS), Accounting

Neil Naik, CPA Neil Naik, CPA Charlotte, North Carolina Area Details
Neil Naik, CPA's Blair, Bohlé & Whitsitt, PLLC Experience January 2008 - July 2013
Job Senior Tax Accountant at Extended Stay America
Industry Accounting
Experience
Extended Stay America  August 2014 - Present
Rajarshi Desai CPA, PLLC   August 2013 - August 2014
Blair, Bohlé & Whitsitt, PLLC   January 2008 - July 2013

Skills
Tax Preparation, Financial Reporting, Tax Accounting, Tax, CPA, Financial Planners, GAAP, Accountants, General Ledger, Accounting, QuickBooks, Corporate Tax, Income Tax, High Net Worth..., Financial Statements, Journal Entries, Financial Accounting, Account Reconciliation, Financial Analysis, Accounts Receivable, Business Valuation

Education
University of North Carolina at Charlotte - Belk College of Business   2003 — 2007
B.S.B.A, Accounting and Finance

Sylvia Warren Sylvia Warren Charlotte, North Carolina Area Details
Sylvia Warren's Blair, Bohlé & Whitsitt, PLLC Experience 2004 - Present
Job Tax Partner at Blair, Bohlé & Whitsitt, PLLC
Industry Accounting
Experience
Blair, Bohlé & Whitsitt, PLLC   2004 - Present
Elliot & Warren PLLC   2002 - 2004

Skills
Tax, Accounting, S Corporations, CPA, Financial Reporting, Tax Accounting, Corporate Tax, Management, High Net Worth..., GAAP, Partnership Taxation, Financial Planners, Income Tax

Education
Texas Tech University
BBA, Accounting

Jennifer Porter Jennifer Porter Charlotte, North Carolina Area Details
Jennifer Porter's Blair, Bohlé & Whitsitt, PLLC Experience 2008 - April 2013
Job Outsource Controller Self Employed (CPA #18882)
Industry Accounting
Experience
Jennifer B Porter, CPA   2013 - 2015
Jennifer B Porter, CPA   2013 - 2014
Blair, Bohlé & Whitsitt, PLLC   2008 - April 2013
Charles A Porter DDS PA   1992 - 2010

Skills
Tax, CPA, Real Estate, Finance, Small Business, Budgets, Financial Planners, Financial Reporting, Accounting, QuickBooks, Strategic Planning, Start-ups, General Ledger, Forecasting, Cash Flow, Financial Analysis

Education
UNC Kenan-Flagler Business School   1984 — 1988
BS, Business Administration

George Bohlé George Bohlé Charlotte, North Carolina Area Details
George Bohlé's Blair, Bohlé & Whitsitt, PLLC Experience September 2000 - Present
Job Business Advisor, CPA & Tax Consultant at Blair, Bohlé & Whitsitt, PLLC
Industry Accounting
Experience
Blair, Bohlé & Whitsitt, PLLC   September 2000 - Present
Blair, Bohle & Whitsitt PLLC   September 2000 - Present
Deloitte & Touche  1994 - 2000

Skills
Tax Advisory, Financial Reporting, CPA, Tax, Income Tax, Finance, Financial Planners, Tax Research, Assurance, Forecasting, Tax Accounting, SEC filings, High Net Worth..., Financial Services, Budgets, Small Business, Partnership Taxation, Strategic Planning, Accounting

Education
University of Baltimore   1996 — 1998
Master, Taxation

Towson University   1985 — 1990
Bachelor, Accounting, Finance & Economics

David Srulevitch David Srulevitch Charlotte, North Carolina Details
David Srulevitch's Blair, Bohlé & Whitsitt, PLLC Experience August 2013 - Present
Job Tax Manager at Blair, Bohlé & Whitsitt, PLLC
Industry Accounting
Experience
Blair, Bohlé & Whitsitt, PLLC   August 2013 - Present
PwC  September 2011 - August 2013
Bank of America  July 2008 - February 2012
Etrade Financial  March 2007 - July 2008

Education
Dartmouth College   1991 — 1994

Grant E. Barger CPA/CFF CVA CGMA Grant E. Barger CPA/CFF CVA CGMA Charlotte, North Carolina Area Details
Grant E. Barger CPA/CFF CVA CGMA's Blair, Bohlé & Whitsitt, PLLC Experience March 2009 - June 2015
Job .
Industry Accounting
Experience
Blair, Bohlé & Whitsitt, PLLC   March 2009 - June 2015
Crown Honda  August 2004 - February 2009
Hough, Rowell & Short P.A.   May 2001 - August 2004
PwC  February 2001 - May 2001
McGladrey  December 1999 - February 2001

Skills
Management, Team Management, Management Consulting, Supervising, Estate Tax Planning, Accounting, Tax Law, Corporate Tax, Tax Advisory, Income Tax, Financial Accounting, Auditing, Account Management, Internal Audit, External Audit, Compliance, Fixed Asset Management, Microsoft Excel, Tax, Budgets, Tax Preparation, Journal Entries, Tax Returns, Microsoft Office, Finance, CPA, Financial Reporting, Internal Controls, Strategic Planning, Leadership

Education
North Carolina State University   1986 — 1991
Bachelor's Degree, Accounting, -

North Carolina State University - College of Management   1986 — 1991
Bachelor of Arts (BA), Accounting

Myers Park High School   1983 — 1986
High School

Rebekah Greer-Carney, CPA Rebekah Greer-Carney, CPA Charlotte, North Carolina Area Details
Rebekah Greer-Carney, CPA's Blair, Bohlé & Whitsitt, PLLC Experience February 2014 - Present
Job Staff Accountant at Blair, Bohlé & Whitsitt, PLLC
Industry Accounting
Experience
Blair, Bohlé & Whitsitt, PLLC   February 2014 - Present
Daniel, Ratliff & Company   December 2012 - February 2014
Abernethy & Company   January 2012 - June 2012
University of South Carolina  August 2009 - December 2011
National Indian Gaming Commission  June 2009 - August 2009

Skills
Microsoft Office, Microsoft Excel, QuickBooks, Microsoft Word, PowerPoint, Accounting, Outlook, Customer Service, Non-profits, Access, Financial Reporting, Auditing, Financial Analysis, Tax, Financial Accounting, Bookkeeping, Peachtree, Data Analysis, Nonprofits, Data Entry, Tax Preparation, Budgets, Tax Accounting, Financial Statements

Education
University of South Carolina - The Moore School of Business   2009 — 2011
Bachelors of Science, Accounting

Fairfield University   2008 — 2009

New Hampshire Technical Institute   2008 — 2008

University of Denver   2007 — 2007
Biology - PreMed

Miss Porter's School   2003 — 2007