A record, not a transaction.
Proactive tax, clean books, and a CPA who still answers in July.
Aldridge & Vale was founded in 2009 by Marcus Aldridge, CPA, on a quiet conviction: a tax return is a record, not a transaction — and the firm that keeps your record should know your numbers cold and answer the phone in July. Fifteen years on, we are a team of CPAs, an Enrolled Agent, and accountants serving the Charlotte metro with flat-fee engagements, a secure portal, and proactive planning that looks forward, not just back.
Credentialed, named, accountable.
Marcus Aldridge
Managing Partner · CPA
CPA · NC License · 22 yrs
Founded the firm in 2009 after a decade in regional public accounting. Leads tax strategy for the firm’s business clients.
Lena Vale
Partner · CPA, MST
CPA · MST (Taxation) · 16 yrs
Heads the Tax Desk. Master of Science in Taxation; specializes in entity structuring and multi-state planning.
Devon Pryor
Enrolled Agent · Resolution Lead
EA · IRS-authorized · 14 yrs
Represents clients before the IRS and NCDOR — audits, notices, back taxes, and offers in compromise.
Sofia Marin
Senior Accountant · Bookkeeping Lead
QuickBooks ProAdvisor · Xero Certified · 11 yrs
Runs the Ledger Desk — monthly books, payroll, and the systems that keep clients’ numbers clean.