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Services:

Tax Return Preparation and Planning Services


Since 1999 I have been preparing individual, corporate, trust, and partnership returns of almost every variety. My goal is to quickly and accurately get you the largest refund legally possible, so that you can keep more of the money you work hard to earn. I view the client relationship as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. Through reading, research, and continuing education I strive to stay aware of any tax law changes that might be beneficial to you. Call to make your free initial consultation appointment today.



Auditing and Attestation Services

I have been the lead auditor on more than 500 engagements since 1999, providing me the audit and review experience that you deserve. I specialize in auditing homeowners associations and have an intimate knowledge of the unique nature of HOA accounting. I have performed audits for all types of HOA's, no matter the size of your association. From a few single family homes to a large development of varied residential units, I will gladly give you the attention and service you are due. I always approach the audit work with independence, objectivity, and honesty. Call today to find out more about our auditing and other attestation services.



Bookkeeping Services

I can help you keep your monthly or quarterly operations in order. I have experience in compiling monthly or quarterly financial statements in a host of different business sectors. I can also assist clients with sales tax filing in NC and other states nationwide.



Payroll Services
It can be confusing and time-consuming to try to prepare and file payroll reports on your own. Allow me to help you so that you can focus on your business. I will ensure that you meet all your deadlines and don't overpay your payroll taxes.