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Meet Our Team

Leslie Merritt CPA, CFP® is a full-service Certified Public Accounting firm licensed in NC. All our CPA's hold valid NC State CPA Certificates.

Meet Our Staff:

Meet Our Team Leslie Merritt CPA, CFP®, Accounting

Leslie W. Merritt Jr., CPA, CFP® professional

Mr. Les Merritt has been a Certified Public Accountant (CPA) professional since 1981 and he became a Certified Financial Planner™ professional in 1986.

He served as State Auditor of North Carolina from January 2005 until January 2009 and as executive director of the Foundation for Ethics in Public Service, Inc. from mid-2009 until early 2011.

He was the first Certified Public Accountant (CPA) to serve as North Carolina’s State Auditor. As State Auditor, he served on North Carolina’s Council of State, as a member of the Local Government Commission and led an agency with more than 200 employees, all responsible for the fiscal and financial accountability of all elements of the government of the state of North Carolina.

Prior to his election as State Auditor, Merritt was an owner and managing partner in privately held accounting and auditing firms for over twenty (20) years.

Meet Our Team Leslie Merritt CPA, CFP®, Accounting

Michael Phillips, CPA, Notary Public

Michael has over 18 years of public and governmental accounting and auditing experience. He is a licensed Certified Public Accountant in the State of North Carolina. Michael enjoys volunteering for environmental causes, road cycling, excessive dog walking, playing baseball, and most importantly, traveling to California to spend time with his family.  Michael has a Master of Science degree in Taxation from the University at Albany plus a Bachelor of Science degree in Accounting.

Meet Our Team Leslie Merritt CPA, CFP®, Accounting

Mariane Franks - Payroll, Billing and Payables

Mariane primarily handles payroll, billing and payables. Under payroll, she processes periodic payrolls, processes payroll tax liabilities to the Federal and State authorities.  Other than her key role activities, Mariane supports other team members in various other accounting related work. During the audit peak season time, she processes reports for annual HOAs, Charter Schools and Foundations and during peak tax season, she processes tax returns and associated documents too. We love to have her working with us.

Should you have any questions on billings or payables, please                                                    feel free to contact her.

Meet Our Team Leslie Merritt CPA, CFP®, Accounting

Connie Gay - Office Administration

Connie is the incharge of Front Office and administrative work. She is the nucleus to the day to day operations at our firm. She handles client queries, client walk-ins, tax returns processing and many more day to day activities at our office !! We are glad to have such a hardworker on our team.

In order to book an appointment with any of our staff members or take an update on your tax return, please call our office at 919-269-8553 and Connie will be happy to help you.

Meet Our Team Leslie Merritt CPA, CFP®, Accounting

Priscilla Mangum, Tax Preparer

Priscilla is one of our most experienced tax preparers. She has been associated with Leslie Merritt CPA firm for the past 4 years, preparing individual and business tax returns. She is instrumental in successfully getting the tax returns prepared by cut-off dates.

In her free time, Priscilla likes to work on scrapbook, make cards and spend time travelling with her husband, Norman.

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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© Leslie Merritt CPA, CFP® 2021