PHONE: 704-487-4391


Tax Planning and Preparation:

Complete up-to-date, year round tax preparation for both individuals and businesses including sole proprietorships, partnerships, both S and C corporations that operate independently or as part of a multi-tiered organization.

Accounting and Assurance:

Bookkeeping services on a monthly, quarterly or annual basis. The firm can handle general ledger historical transaction postings or entire payroll department functions.

Assurance services include providing compilation and review financial statement engagements on an interim or annual basis.

Financial Planning:

Assist clients with complex management of their financial affairs which can include planning or aiding in achieving specific financial goals, retirement or for estate and succession planning.