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Brian Williams, CPA, PLLC

Focused on You. Founded on Trust.

A Modern CPA Practice for Small Business & Individuals in Southport, NC

Are your books behind? Taxes unclear? Planning for the future, but unsure how?
At Brian Williams, CPA, PLLC, I don’t just prepare returns—we build partnerships.

 

We deliver personalized accounting, tax, and advisory solutions to small business owners and individuals who value trust, strategic insight, and responsive service. With decades of experience and a unique background in public accounting, financial services, and national security, Brian Williams offers more than numbers—he offers peace of mind.

How We Help

Our services are designed to meet your needs—whether you’re building a business or managing your personal finances:

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Small Business Solutions
  • Monthly Tiered Bookkeeping

  • Payroll Services

  • QuickBooks Setup & Support

  • Sales & Use Tax Compliance

  • Financial Reports & Strategic Advisory

  • Business Tax Prep & Planning

“Choose the level of service that fits your business stage—our tiered bookkeeping plans scale with your growth.”

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Individual Tax Services
  • Federal & State Tax Prep

  • Personalized Tax Planning

  • IRS Representation

  • Trust & Estate Tax Prep

  • Family Tax Planning (Planning for various stages of life)

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Consulting & Advisory
  • Entity Selection Guidance (LLC, S-Corp, etc.)

  • Start-Up & Growth Consulting

  • Quickbooks Set-up, Training, and Support

  • Retirement & Education Planning

  • Estate Structuring

Solving Real Client Problems

You're here because something’s not working, and we'd love the opportunity to help:

💬 “I’m overwhelmed by QuickBooks and behind on reconciliations.”
💬 “I need more than a tax return—I need a financial partner.”
💬 “I want advice that helps me grow, not just file.”

Let’s fix the problems and get you out of the weeds so you can focus on growing your business.

About Brian Williams

With a professional foundation started across Big 4 firms, brokerage houses, and U.S. Department of Defense agencies, Brian brings an unmatched level of precision and integrity to your financial life.

  • Licensed CPA since 2008

  • Former Securities Broker & Options Principal

  • Former Corporate Tax Consultant at Big 4 Firm

  • Public Accounting Experience with small businesses & individuals

  • 7 Years Financial Management Consulting and Audit Readiness to the U.S. Department of Defense

  • 7 Years as an Intelligence Officer and Program Manager with the Defense Intelligence Agency

“I’ve seen firsthand how important it is to have a CPA you trust—especially when you’re self-employed or growing something big. I built this firm to serve people like that.”

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Why Clients Choose Brian Williams, CPA, PLLC

✅ Proactive Guidance, Not Just Once-a-Year Tax Help
✅ Flexible Tiered Packages Designed for Growth
✅ Clear, Honest Pricing—No Surprises
✅ Locally Owned, Nationally Experienced
✅ Client Portal via Canopy—Secure, Simple, Accessible Anywhere

Unlike high-volume firms, we believe in relationships over transactions. Here, you’re not just another file—you’re our priority.

Client Resources

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Let’s Get Started Today

Financial peace of mind starts with one conversation. Schedule your free consultation now and discover what personalized accounting feels like.

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