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
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Couples may be able to head off many of the problems in a marriage that money can cause.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What does your home really cost?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learning more about gold, and its history, may help you answer that question.
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.