40+ years of experience, two NC communities.

For individuals: W-2s, 1099s, last year's return, Social Security numbers, mortgage interest statements, and any charitable donation receipts. For businesses: P&L statements, bank statements, payroll records, and asset purchase documentation. We will send you a complete checklist when you schedule your appointment.

Yes. While our offices are in Charlotte and Holly Springs, we work with clients across the US remotely. We handle federal returns and multi-state filings for clients who have moved or operate across state lines.

We have deep experience with rental property owners, gas stations and convenience stores, medical practices, hospitality businesses, and sole proprietors. If your industry is not listed, contact us, we likely have relevant experience.

Year-round. Tax season is our busiest period, but we provide ongoing bookkeeping, payroll, QuickBooks support, and advisory services throughout the year. Many clients check in quarterly.

Contact us through the form on our Contact page or call either office directly. We will schedule a brief introductory call to understand your situation and confirm we are the right fit before moving forward.

Yes. We handle QuickBooks setup, historical data cleanup, training, and ongoing support. We work with both QuickBooks Online and Desktop versions.