In 2006, our founding partner Ray Halstead moved to Mooresville, NC and entered into a partnership with his brother and formed Halstead & Halstead, CPA, PLLC. In 2007, Ray decided to begin practicing as a sole practitioner under the firm name Raymond E. Halstead, CPA, PLLC. Also in 2007, Ray acquired a small bookkeeping firm which enabled the firm to hire his now wife Angela, who was working in insurance at the time.
The firm began focusing on providing turn-key solutions for small business owners to relieve them from the stress of bookkeeping, payroll, and taxes. The firm experienced steady growth over the next several years and in 2012 Ray began to expand the firms marketing reach to the greater Charlotte area. With this growth came more employees and more office space.
In 2016 it was decided to change the legal name from Raymond E. Halstead, CPA, PLLC to our current name REH CPA, PLLC.
Also in 2016, Andrew McMillan, CPA was hired as Senior Accountant. At the time Andrew was working for a small firm in Salisbury, NC. Andrew sold his house and moved his family to Mooresville, and committed himself to making the firm even more successful.
In January of 2018 Andrew acquired an ownership interest in the firm and was promoted to Tax Partner.
On January 1, 2019, REH CPA, PLLC acquired the firm of Wheeler and Company, CPA’s.The successful acquisition and transition resulted in a larger stronger firm.
Although the firm has experienced significant growth over the years, it has still maintained that small firm feel where the staff feels like family and everyone gets to know the clients on a first name basis.
We continue to be thankful for all of our employees' contributions and the clients that trust us with their tax and accounting needs.