Business Consulting

We assist clients and businesses on such matters as business start-up, entity selection, financing, mergers and acquisitions, succession planning, compensation planning as well as general business advisory services.

Tax and Compliance Services

We are experienced in preparation of corporate, partnership, estate and trust, non-profit, and individual income tax returns. We assist our clients with planning all during the year and represent them before any taxing authority in compliance issues.

Accounting and Auditing Services

All business clients need to know and understand the financial history and future of their business. We provide audit, review, compilation agreed upon procedure and projections for our business clients. We assist them in understanding these financial statements and point out the strengths and weaknesses of their business.

Retirement and Estate Services

Many individuals work a lifetime building a business without proper planning for retirement and preservation of their assets by their heirs at death. We work with your other advisors in planning your retirement needs and also the needs of your heirs and estate.

Small Business Accounting Services

Many of our small businesses outsource their accounting departments to us. We prepare their payrolls, sales and payroll reports and general ledgers. We utilize state of the art hardware and software to meet these needs and to communicate with our clients. We are also able to install and maintain Peach Tree and Quickbooks accounting software.

Peer Review Services

We provide on-site and off-site peer reviews for other CPA firms throughout North Carolina and surrounding states. We consult with our peer review firm clients all during the year on accounting and auditing issues.