Cutting costs. Navigating taxes. Bulldozing bottlenecks. De-mystifying money. Working smarter, not harder.
WHO WE ARE
We are an IRS Enrolled Agent (EA), which is a federal tax professional authorized to represent taxpayers before the IRS in all matters, in all 50 states. We specialize in tax law and tax matters and are required by the IRS to maintain continual expertise and knowledge in the ever-changing tax law. When selecting a tax professional, remember that an EA always specializes in tax, but not all CPAs do.
We also are an accounting and tax advisory firm geared toward individuals and small to medium-sized businesses. As an Intuit QuickBooks Online Advanced Certified ProAdvisor, we offer tax preparation/advisory, bookkeeping, accounting (including A/P and A/R), payroll, payments, and more.
We will customize an accounting and/or tax solution for you by listening to your needs first. We offer full service bookkeeping and payroll if you prefer to outsource this entirely, or we will come in and provide training to you and your staff on how to use QuickBooks Online.
We rely heavily on cloud technology, which maximizes efficiency, and reduces overheads and cost.
Our clients come from numerous industries and states-including home builders, publishers, oil & gas producers, cattle ranchers, business training companies, new media, real estate investors, investment management companies, Uber/Lyft drivers, hairstylists, massage therapists, welders, nonprofits/charities, and others.
Let us help! We will come to your office to meet you if you are in the Charlotte area, or we will meet you at our office if you prefer. We also offer virtual meetings.