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
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Five creative (and inexpensive) ideas for motivating your employees.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
It's important to understand how inflation is reported and how it can affect investments.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
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 will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
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
There are things you can do to keep yourself safe when you lose your wallet.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Recent changes in estate tax laws could affect the strategy you have in place.
Are you ready for retirement? Here are five words you should consider.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.