Welcome to our web site. We are a small firm comprised of highly qualified, experienced accountants. 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 accounting and consulting needs. For expert, affordable, service from accountants that care about you, choose us.
Member : American Institute of CPAs, North Carolina Society of CPAs , Personal Financial Planning Division of AICPA
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This worksheet can help you estimate the costs of a four-year college program.
Being healthy not only makes you feel good, it may also help you financially.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
$1 million in a diversified portfolio could help finance part of your retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, cracking the code on bonds.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
All about how missing the best market days (or the worst!) might affect your portfolio.
Around the country, attitudes about retirement are shifting.