Our Accountants
Here at Linton & Associates, PA, our talented staff has the expertise to meet the needs of our diverse client base. Please take a few minutes and get to know the most experienced and knowledgeable tax and accounting professionals you'll ever meet.
Heather Smith Linton, CPA, MBA, CFP, CVA, CDFA
heather@lintoncpa.com
NC Certificate 14805
Heather founded Linton & Associates in 1989 to serve clients differently from other accounting firms, "to take a holistic team approach to clients," she says." We take the long-term view. We do try to save taxes in the short run, but not at the expense of good, long-term financial planning."
Heather earned her MBA from UNC-Chapel Hill and her bachelor's summa cum laude from the University of Delaware. She is active in the community, having served on the boards of the Durham Chamber of Commerce, Durham Communities in Schools, the Durham Arts Council, and Durham Technical Community College. She is past president of Chapel Hill Country Club, Leadership Triangle and the North Carolina Association of Certified Public Accountants.
Heather is an author of two nationally distributed books: The Complete Guide to Protecting Your Financial Security When Getting a Divorce, and Streetwise Guide to Business Valuation. Heather is available to speak to interested groups about a variety of issues, including taxation, divorce, small business and financial planning.
Heather was recognized in 2009 by CPA Magazine as one of the top 40 tax advisors to know during a recession.
Heather lives in Durham with her Corgi, Sonny, and cats, Athena and Pandora. She enjoys cooking, gardening, hiking, yoga, reading, live jazz and relaxing with family and friends. Her great weaknesses are the New York Times crossword and sudoku puzzles.
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Charles H. Lancaster, CPA
NC Certificate 16526
Charlie uses his more than 20 years of accounting experience to serve closely held enterprises of all sizes. The firm's head of business services is a former corporate controller, and many clients think of him as a virtual member of their management team.
"If clients call us when they are making decisions, that's a satisfying day," Charlie says. "When we see a business that is really successful, and we've helped them get to that point, that's satisfying."
Charlie analyzes the value of businesses, sets up accounting systems and even helps enterprises recruit full-time financial staffers. He is knowledgeable about corporate and partner taxation. Charlie is familiar with the needs businesses of every type, from professional practices to manufacturers to service businesses and retailers. He understands the special challenges at each point in a company's life cycle between startup and cash-out. And as an owner of Linton & Associates himself, he understands how business issues are also family issues.
Charlie earned his bachelor's degree in business administration from UNC-Chapel Hill and has his Certified Valuation Analyst designation. He lives in Chapel Hill with his wife, Lisa, and daughters, Claire and Emilee. He has been actively involved in the community on the Chapel Hill Planning Board, and has served as campaign treasurer for several political offices. Charlie has taught accounting at area universities and enjoys coaching youth softball, running, and racquetball.
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Gwen Adams, CPA
gwen@lintoncpa.com
NC Certificate 17314
Gwen has almost 30 years of experience in both industry and public accounting. She uses that background to serve individual and small business clients across the full range of tax and accounting needs.
Gwen also enjoys helping clients set up their retirement plans. An owner of Linton & Associates herself, Gwen specializes in helping small businesses choose and use computerized bookkeeping and accounting systems so that they "have their information immediately at their fingertips all the time, not just quarterly," she says. "They feel more in control of their own business. They feel empowered."
Gwen earned her bachelor's degree in accounting from Virginia Tech. She lives in Apex with her husband, Robert. They have three children: Emily, an RN at UNC Hospital's Burn Center who lives with her husband Matt, in Cary; Barbara who works in Professional Writing in Washington, DC; and Thomas, a sophomore at NC State University. In her free time, Gwen enjoys reading, traveling, and spending time with family.
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Ginger Walsh Long, CPA
ginger@lintoncpa.com
NC Certificate 28279
Ginger loves the problem-solving aspect of working at Linton & Associates, PA.
"Each client is unique and brings in a different set of circumstances," she says. "Even people who seemingly have a straightforward tax return have questions and issues that make their returns challenging and interesting."
Ginger works mostly with individuals on their tax returns as well as small business clients, doing QuickBooks consulting, tax returns and general planning. She also teams with Heather to help clients navigate the financial aspects of divorce.
Ginger has been with the firm since 1998 and lives in Carrboro with her husband, Derek Long, a video producer at UNC Center for Public Television. She spends lots of time with their son Elijah, who is learning to shoot video himself. She loves to play bridge, all kinds of music and long walks.
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