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
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A quick look at how federal income taxes work.
For some, the social impact of investing is just as important as the return, perhaps more important.
A few strategies that may help you prepare for the cost of higher education.
Couples may be able to head off many of the problems in a marriage that money can cause.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
What does your home really cost?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Smart investors take the time to separate emotion from fact.
Making the most of surprises is a great reason to work with us.
Why are 401(k) plans, annuities, and IRAs so popular?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.