About Us

Accounting & Bookkeeping

Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis for tax preparation. We support QuickBooks and other accounting programs.

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Tax Preparation

We’re dedicated to our clients. Whether you're preparing personal taxes or small business taxes, completing it yourself can be a serious burden and put you at risk for missed deductions and credits. Also our tax planning services to both businesses and individuals is designed to minimize tax liabilities and maximize after-tax income.

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Financial Planning

We are committed to helping you achieve your Financial, Tax and Retirement goals. We specialize in wealth management and other facets of retirement planning. Let us show you how we can make a difference. Call us today at 919-372-5731 and let us discover how we can make a difference for you .

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