We have combined team experience from Big 4 and regional CPA firms; from key positions in large companies; and from running small business and not-for-profit organizations. This experience shapes who we are and provides a firm, reliable foundation on which our firm operates.
Read more about Our Team and their experience and backgrounds.
Your time is precious! We use third-party systems to provide a secure cyber-environment to receive information from our clients as well as delivering the results of our work. Using portals and related technology allows flexibility for our clients and timeframes that benefit their schedules.
Login to Your Portal, any time!
The quality of our tax and advisory services is exceptional, because we find tremendous value in using quality control reviews on all our work products - and it shows. We spend this extra time to ensure our clients receive the best, most accurate services we can provide.
Can our clients have their taxes filed without visiting our office?
Yes! Our clients do not need to visit our office to have their tax returns completed.
During high peak germ times each year with cold and flu viruses, our clients have an electronic portal they may use instead of visiting our office. All they need is a computer with an internet connection and a valid email address. Clients can send us electronic documents and answers to questions; we can send copies of completed tax returns to our clients electronically, and they can return signatures allowing us to file returns.
Worried about the germ season? Have a tax return prepared electronically.
Working with a CPA has never been so easy.
We believe in relationships and lifelong friendships.
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It's About Choices.
We strive to provide our clients with services that fit. We research various ways to accomplish your goals so that as our clients, you can make well-informed decisions.
We understand tax laws, regulations, and rulings, as well as generally accepted accounting principles (GAAP) and financial statement guidelines. Where appropriate, we discuss your choices for financial presentation.
No matter the type of client you may be - an individual, business, or not-for-profit entity - we will explain your choices in an understandable fashion.
Let us help you by presenting you with choices. Contact us for more information and to set up a time to talk.
Use our new Tax Season resource page to assist you with current tax compliance requirements. We have included information regarding (1)your filing and information deadlines, (2)how to provide us your information, and (3)what you can expect as we prepare your returns for filing. We include instructions on using file exchange for secure document delivery, signing your e-file forms (8879), and much more!
Use our new Resources page to obtain answers to frequently asked questions, log in to your portal, use links to check your refund status with government agencies, prepare a consent to disclose authorization, and use links to information from the IRS, NC, and SC Department of Revenue. We continue adding items, so be sure to bookmark this page!