Phone: 336-794-1211

Education: University of North Carolina, Chapel Hill | Bachelor of Science, Business Administration, Accounting Concentration

Certifications: Certified Public Accountant, State of North Carolina License # 15136

Member

David Todd

David has been serving small businesses and their owners throughout northwest North Carolina for many years. A graduate of the University of North Carolina at Chapel Hill, David began his career with a large regional accounting firm before becoming a founding member of Paul, Cox & Todd PLLC in 1999.

David takes a hands-on approach to helping clients achieve their accounting and financial goals. His experience includes designing and implementing accounting systems, providing monthly accounting support and financial reporting, and assisting clients with business and individual tax planning and compliance.



Outside of work, David enjoys spending time with his family at the lake and serving at his church and with other faith-based nonprofit organizations.

Member

James Connolly

With more than 30 years of experience in both public and private accounting, James has found that one of the most rewarding parts of his work is getting to know the people behind the numbers. He works with individuals, families, and small business owners, helping them navigate tax and accounting matters and make informed financial decisions with confidence.



James' experience spans the day-to-day needs of closely held businesses as well as more specialized matters involving partnerships, ownership changes, Section 754 elections, hedge fund K-1s, and complex individual tax reporting. He doesn't believe clients should have to be tax experts to receive good advice. His role is to understand the details, explain what matters in clear terms, remain responsive, and anticipate potential issues before they become problems. He strives to provide practical guidance that helps his clients make sound decisions and stay out of the crosshairs of the IRS.

Outside of work, James enjoys spending time with his wife and their four children, being involved in his church, playing golf, researching genealogy, and traveling. He enjoys getting to know people, exploring new places, and digging into his family history-interests that reflect the same curiosity, attention to detail, and genuine interest in people that he brings to his work.