Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below are the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Tax Services

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different jurisdictions. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

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Consulting Services

Business Entity Selection

Choosing the type of entity for your business (e.g. "C" or "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of organization for your company.

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Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

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Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our experienced staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

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Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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Financial Planning

A properly structured financial plan enables you to face the financial challenges that may present themselves over the course of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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Accounting Services


We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based entirely upon information the client provides. They often are intended primarily for internal use. The CPA expresses no assurance as to the accuracy of the statements.

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Other Services

Expert Witness Services

Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us to qualify as expert witnesses in such cases.

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Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation (inlcuding domestic relations cases) using accounting and auditing techniques. We have experienced, competent staff who can assist in the computation and documentation of potential economic loss or damages.

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NCDOR Representation

In addition to representing clients in dealings with the Internal Revenue Service, we also represent clients in dealings with the North Carolina Department of Revenue.  We can assist with notices, collections and any other issues that arise.

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Estate & Trust Tax Preparation

We prepare Federal estate (Form 706) and gift tax (Form709) returns. We also prepare Fiduciary Income Tax Returns (Forms 1041 and D-407) for Estates and Trusts. Our extensive investment in personnel, software and research materials ensures that we can accurately and efficiently prepare these returns.

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Probate Assistance

The process of Probating and Administering an estate is unfamiliar and daunting to most Executors and Administrators. Our highly knowledgable and experienced staff can assist you in performing these tasks, taking the mystery - and anxiety - out of the task. We can guide you through the process of qualifying as executor/administrator, administering the estate and keeping the necessary records. We can also assist you in the preparation of the 90 Day Inventory the Annual and Final accountings.

We also assist attorneys who do not have staff trained and experienced in the preparation of these reports, either working directly with your client or behind the scenes as a part of your back-office support team.

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