W. Edward Newton Jr., CPA
Ed is originally from Huntington, West Virginia. He earned his degree in accounting from Virginia Tech and a Master’s degree from Liberty University. Upon graduation, he joined Arthur Andersen & Co. in their tax department. He began his CPA firm in 1977.
As both a CPA (NC License #23103; SC license #8979; VA License #4627) and Certified Financial Planner (Certificate #97181), Ed is uniquely positioned to help clients achieve and sustain a worry-free retirement.
In addition to being the managing partner at NewtonAssociatesCPA, Ed was a commercial pilot for a major airline. Before his retirement his weekend routes included London, Frankfurt, and Rome.
“The analytical and problem solving abilities involved in being a pilot and a CPA are very similar,” says Ed. “Both require the need to minimize emotions from the decision making process.”
Ed and his wife, Millie, have lived in Charlotte for over 28 years. He has three grown children, a son and two daughters, and has been blessed with six grandchildren (so far!).
Sara Beth McCarter
Director of Operations
Sara Beth serves as our Director of Operations. She establishes staff responsibilities and coordinates functions among staff members. She assigns and delegates projects throughout the process, assigning projects to individual staff members, and coordinating the flow of projects through the office. She assists with new client paperwork and servicing existing clients. She ensures financial targets and other agreed targets are met in all departments and drives the business to increase profit. She also handles payroll management, including tabulation of accrued employee benefits.
She was born and raised in York, SC. She then lived and worked in Charleston, SC for several years before returning to the Charlotte area several years ago.
Sara Beth has been with firm since 2012. She has a background in Sales and Customer Service. She enjoys time with her two dogs, Zelda and Link and spending time with her loved ones. Sara Beth looks forward to working with each one of you!
Debra Andrews, CPA
Debbie is a Staff Accountant who joined the team in 2016. Her responsibilities include preparation and review of individual, corporate and partnership tax returns, as well as providing QuickBooks and payroll support services. Debbie is a Certified Public Accountant (CA License #57870). She received her Bachelor of Arts in Accounting and Business Administration from California State University, Fullerton.
Debbie grew up in Anaheim, CA, but has called Charlotte, NC her home since 1998. She has two grown children, a daughter and a son, and is thrilled they both reside in Charlotte as well. She enjoys time with family, friends and her two pugs.
Lisa is a Senior Accountant who joined the team in 2017. Her responsibilities include preparation and review of individual, corporate, and partnership tax returns. Lisa is originally from New York and recently moved to the Charlotte area.
Staff Accountant I
Brittany is a Staff Accountant in our client accounting department. Her responsibilities include administrative, payroll services, bookkeeping, and preparation of tax returns. She is responsible for posting client transactions to the client’s accounting system, ensuring that all accounts balance and the periodic preparation of financial statements. She prepares individual, corporate, and partnership tax returns. She also assists with new client paperwork and servicing existing clients.
She received her Associate’s Degree from Isothermal Community College, along with a certificate in Bookkeeping. She is currently enrolled and seeking her Bachelor’s degree in Organizational Management at the University of North Carolina at Charlotte.
She is originally from Ellenboro, NC and moved to the Charlotte area in 2014. Brittany enjoys time with her dog Bentley, spending time with her family, and reading.
Staff Accountant I
Shilpa is a Staff Accountant who joined the team in 2016. Her responsibilities include preparation of individual, corporate, and partnership tax returns.
Shilpa grew up in Bombay (now Mumbai), India. She has an undergrad degree in Accounting & Economics from University of Mumbai, India and a Master of Business Administration from Texas A&M University – Commerce. She and her husband moved from Richmond, Va. to Charlotte NC in 2006 and are thrilled to call it home. She has three young children, a son & two daughters.
Staff Accountant I
Daniel joined the team in 2017 as a Staff Accountant. His responsibilities include tax preparation and other accounting-related services necessary to address client-specific needs.
Born and raised in Raleigh, North Carolina, Daniel moved to Charlotte after earning a Master of Science in Accounting at Appalachian State University. As a Mountaineer, he also earned a Bachelor of Science in Business Administration with a major in Accounting. He is currently in pursuit of becoming a CPA.
Staff Accountant/QuickBooks ProAdvisor
Danielle is a Staff Accountant who joined the team in 2016. She is an in-house QuickBooks specialist and a ProAdvisor for the firm. Her responsibilities include posting client transactions to the client’s accounting system, sales tax filings, 1099’s & W-2 preparation for business clients and various other accounting related duties.
She received her Bachelor’s degrees in Accounting and Business Administration with a concentration in Finance from UNC Charlotte. She is currently preparing to take the CPA exam.
Kristen serves as our Administrative Assistant. Kristen’s responsibility includes providing administrative support to ensure efficient operation of the office. She supports managers and employees through a variety of tasks related to organization and communication.
She manages employee calendars; making travel, meeting and event arrangements; preparing reports and financial data; training and supervising other support staff; and customer relations. She assists with new client paperwork, servicing existing clients, and greeting clients when they arrive at the office.
Kristen earned a Bachelor of Arts from University of North Carolina at Chapel Hill. She grew up in Matthews, NC and had the opportunity to work in Chapel Hill, NC for eleven years before returning to Charlotte in 2014.
Jeff coordinates our marketing efforts including our newsletters and corporate websites. Jeff is a graduate of Indiana University in Bloomington, IN and enjoys his 6 rescue cats, working out and water skiing in his spare time.