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
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Here are five facts about Social Security that are important to keep in mind.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
As our nation ages, many Americans are turning their attention to caring for aging parents.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
What if instead of buying that vacation home, you invested the money?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Have you explored all your options when it comes to managing your taxable income?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.