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
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Simple steps may help you foil hackers and protect your privacy.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Don’t overlook the need for renter’s insurance if you rent your home.
It's important to make sure your retirement strategy anticipates health-care expenses.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A quick history of the Federal Reserve and overview of what it does.
It's easy to let investments accumulate like old receipts in a junk drawer.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
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 question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?