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We’re here to help you keep more of your money and build a stable financial future. Our accounting services are for individuals and businesses who need a better way to handle their taxes, manage business expenses, and budget for the future. Having a team of skilled professionals in your corner erases worry and let’s you focus on other aspects of your life and business.

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We’re practical experts who provide you with immediate access to experienced advisors. We help you establish your wealth with customized strategies. No two clients are alike, and our skilled consultants work from every angle to help you secure financial success both now and in the future. Contact us for a consulting appointment to learn more.

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We’ve been serving the Charlotte area since 1977, enhancing the personal wealth of our clients and their businesses. We do this with a simple, honest approach—quality services, unparalleled financial counsel, and advocating for our clients’ best interest. Our team is here to serve you.

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Whether you’re an individual or a business, properly managing your money is essential for growth and profitability. Our accounting services are more than just crunching numbers. We offer consulting on ways for you to manage costs in order to save money and improve efficiency. Our services revolve around the question, “How can we help you do this better?”

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We work with businesses both large and small across numerous types of industries to provide professional accounting and attest services. If you’re attempting to secure a loan, merging with another company, or just want peace of mind knowing your ducks are in a row, our attest services allow you to have confidence in your financial statements.

Financial Consulting

Our financial consulting extends far beyond traditional CPA services. Our litigation support services or financial projection services can help whether you are involved in litigation with tax or accounting issues or simply need to make informed decisions about your company’s future.

New Business Consulting

Starting a new business? Our services can assist you in every stage of the process. From government applications to legal entity selections, we help ensure this is a smart move from start to finish. We provide year-round income tax planning. With a team of experienced professionals at your back when you start your business, success is yours.

Tax Services

From tax planning to preparation, we’ve got you covered. We provide the utmost peace of mind that your tax return has been prepared correctly and taking advantage of any deductions and credits available to you. We seek out ways to minimize tax, to optimize your cash flow, align your tax strategies with personal and business goals, and assist with any tax audits.

And More

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From estate tax planning to mergers and acquisitions, we can help with it all. We assist with financial software implementation and can correct bookkeeping errors. We help outline long-term goals to obtain financing for your company’s growth. We add value to your business with smart financial moves.


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Let’s talk about your financial goals, discuss your consulting needs, and more. Simply submit your information on the form and one of our expert financial advisors will get in touch within 24 hours. It’s that easy.

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