SERVING BUSINESSES IN THE
CHARLOTTE METRO AREA
Surprises are for parties,
not your taxes.
Our team of seasoned CPAs and accountants exists to help you gain peace of mind in your financial decisions.
Our proactive approach to client service helps you avoid unpleasant surprises and keeps you from paying more taxes than you need to. Everything we do is with the goal of adding value and making your lives easier.
We love what we do; we were born to do this!
We work with
BUSInesses
business owners
high-income earners
IN THE CHARLOTTE METRO AREA
our services
-
-Tax planning & strategy
-Tax return preparation
-Assistance with IRS/State notices -
-Outsourced accounting services
-Outsourced general ledger accounting
-Financial Statement Preparation
-Design and implementation of accounting processes -
-Financial Statement Audit
-Financial Statement Review
-Financial Statement Compilation -
-Business start-up & optimization services, including entity and tax classification selection and changes (S-Corp elections, revocations, etc.)
-Business acquisition or sale consulting, and pre/post-retirement planning
-Internal Controls, including assessments and design & implementation
-Accounting system build-outs or conversions
