One of the few firms built around a true strategic partnership
Cannon Advisors pairs two separate & independent teams so our clients can coordinate their investments with the reality of their tax situation — a level of alignment most firms simply can't offer.
35+
Years serving Charlotte families
2
Separate & independent teams
1
Coordinated financial strategy
Tax Savings
At Cannon Tax & Accounting, we proactively look for every opportunity to keep more money in your pocket. We help you:
- Reduce avoidable overpayment of taxes
- Avoid missed tax planning opportunities
- Increase tax-efficient savings
- Increase coordination between taxes and investments
- Save time, reduce hassle, and save money
Wealth Management
By pairing the services of Cannon Tax & Accounting with Cannon Advisors, we help you:
- Remove the burden of self-coordinating your many advisors
- Increase the likelihood of tax savings
- Manage your assets to the reality of your taxes
- Reduce overpayment of services or tax-levied penalties
- More effectively harvest tax losses and accept tax gains
Two teams, one seamless experience
One coordinated strategy
Most people juggle a separate accountant and advisor who never talk. Ours sit side by side, every decision reviewed through both lenses.
Fiduciary, always
As an SEC Registered Investment Adviser, we're held to a fiduciary standard — your interests come first, without exception.
A true one-stop firm
Tax, accounting, investments, and retirement planning under one roof — so nothing falls through the cracks between providers.
Watch The Cannon Difference
Meet the team and hear what sets our coordinated approach to tax, accounting, and wealth management apart.
Invest seconds of your time to find out what tax savings paired with wealth management can do for you!
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