If you are looking for a combination of personal service and technical expertise, you have come to the right place!  Our firm is comprised of highly qualified, experienced accountants and Enrolled Agents (EA), licensed to practice before the Internal Revenue Service, located in Raleigh, North Carolina.  Since our inception, we have offered a full range of accounting, tax and small business consulting services.  Our firm will focus on your unique tax and business needs.  Feel free to look around our online office website and see what we can offer you.  Please call for a free initial consultation!

 

 

Our services encompass nearly every aspect of business and financial life.  We are experienced in all matters of taxation, IRS problem resolution and representation before state and federal taxing authorities.  We also offer bookkeeping and accounting services, QuickBooks and Peachtree consulting, payroll services and assistance in many other small business matters. We enjoying working with our clients located in the Raleigh-Durham Research Triangle area, and work with many individuals and businesses in other locations with our remote services.

 

We are proud that our use of online, interactive abilities make working with our clients as easy as possible. Our Client Portal allows you to send information to a secure electronic file cabinet for us to access. We can then answer questions or provide documents to you through the same secure Portal. Our Online Tax Organizer allows you to fill out an organizer and answer questions on your own schedule and send the completed organizer to us. You can also file your own federal and state returns directly through our website at a very low cost.

 

Our firm's reputation for providing quality, personal service reflects the high standards we demand of ourselves.  Our high standards, responsive service and specialized staff can mean the difference between our firm and the rest.

 

 

Reduce your taxes...make better business decisions...and learn how to grow your wealth by reading our free reports on financial strategies for business owners, individuals and investors.   You also get the latest breaking tax saving strategies in our monthly newsletter.

 

 

Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, pick up previous years' tax returns.....or simply pay our fees online.  And here we're open 24/7!

 

            
             
             

Top Ten Facts about Taking Early Distributions from Retirement Plans 

 

Some taxpayers may have needed to take an early distribution from their retirement plan last year. The IRS wants individuals who took an early distribution to know that there can be a tax impact to tapping your retirement fund.  Here are ten facts about early distributions.