Saad is dedicated to helping individuals and small businesses thrive by offering expert guidance tailored to their unique needs. Known for his high energy and trustworthiness, Saad is a valued advisor among his colleagues and clients. He takes great pleasure in delving deep into the workings of various businesses to understand what drives their success. Saad has more than 15 years of experience in accounting and tax, including compliance, planning and consulting.

Before establishing his own firm Saad has worked with a top reginal accounting firm with a primary focus in high-net-worth individuals with extensive experience in partnership, and corporate taxation, including multi-state tax compliance and real estate businesses.

Saad primarily works with individuals and owners of small, privately held companies in diverse sectors, including real estate, professional services, consulting, software, manufacturing, construction management, and more. He has extensive experience preparing personal and small business tax returns and is passionate about devising tax strategies to save his clients’ money.

Saad finds joy in exploring new destinations and cherishing quality moments with his family. He values the balance between his professional achievements and his fulfilling family life, which includes his wife and two children. This harmony reflects Saad’s dedication to living a well-rounded and meaningful life.

Credentials

• Certified Public Accountant (CPA)

Education

• Bachelor of Science, Accounting, University of North Carolina at Charlotte
• Master of Science, Accounting, Summa Cum Laude, Gardner Webb University

Professional & Civic Affiliations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, North Carolina Association of Certified Public Accountants (NCACPA)