* These services are offered by Dorothy Yandle through her affiliation with H. D. Vest Investment Services SM and H. D. Vest Advisory Services SM
Address 3315 Springbank Ln Charlotte, NC 28226-3197 Phone (704) 543-0074 Website www.yandle.com
Yandle & Yandle, CPAS, P.C.
James R. (Rick) Yandle, JD CPA
Attorney at Law
United States Tax Court
U.S. Court of Federal Claims
Not admitted in North Carolina
American Bar Association
ABA Tax Section
Court of Federal Claims Bar Assoc.
BAGOL (British American Group
American Institute of CPAs
AICPA Tax Section
Legal Practice Area:
Federal Taxation only
James R. Yandle, JD CPA, PLLC
8220 Gossomer Bay Drive
877-703-7165 Toll Free
E-mail: available upon request (call)
www.yandle.com/jry
Yandle & Yandle, CPAs, P.C. provides customer services through the affiliated firms of:
Dot Yandle, CPA/PFS, PLLC - Providing comprehensive investment planning*, and the firm of
James R. Yandle, JD CPA, PLLC - Providing IRS defense and U.S. Tax Court representation.
Dorothy (Dot) Yandle, CPA/PFS
Personal Financial Specialist
Life, Accident and Long Term Care Insurance
Securities Licensed: NC, SC, CA, FL, PA, NY
Advisory Licensed: NC, SC, FL, PA
Mentor Leader for H.D. Vest Investment
Financial Planning Association Member
North Carolina Association of Certified Public
Dot Yandle, CPA/PFS, PLLC
8037 Corporate Center Drive
704-543-7711 Fax
E-mail: yandled@hdvest.net
www.dyandle.com
* These services are offered by Dorothy Yandle through her affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM
You receive Objective Advice because our services are FeeOnly (TM), meaning we are not paid commissions on investments we buy and sell for your
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