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
Systematic Withdrawals in Retirement - Clear and Wrong?
Taking regular, periodic withdrawals during retirement can be quite problematic.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Understanding how capital gains are taxed may help you refine your investment strategies.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
When do you need a will? The answer is easy: right now.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The decision whether to buy or rent a home may have long-term implications.
Do you have causes that you want to support with donations? Here are three tips.
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.