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
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
In the face of divorce, making changes to insurance coverage may be overlooked.
A look inside the U.S. government's statistics on household net worth.
Technology tips to make your next trip even better.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
If you died, what would happen to your email archives, social profiles and online accounts?
Here’s a crash course on saving for college.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you have causes that you want to support with donations? Here are three tips.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.