Telephone: 919-836-9200 Fax: 919-836-9288



Services we offer

In addition to financial statements and tax returns, we offer our clients comprehensive accounting, tax, and business consulting services.  Click on the links below for more detailed information:



Accounting and Assurance Services

Financial Statement Audits, Reviews, and Compilations

We assist businesses, not-for-profit organizations, and employee benefit plans in the preparation of financial statements in accordance with professional standards.  In addition to helping your organization meet regulatory or financial reporting requirements, the financial statements produced can be a useful tool to management for making financial decisions.


Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:


• General ledger & financial statement preparation
• Bookkeeping (Monthly and Quarterly)
• Accounting system evaluation and selection
• Accounting system setup for new businesses
• Payroll services
• Sales & use tax return preparation (Sales & Use/Business Property)

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Tax Services

Tax Compliance
Tax compliance services include preparation of:


• Individual income tax returns
• Corporation income tax returns
• Partnership income tax returns
• LLC/LLP income tax returns
• Multi-state income tax returns for businesses and individuals
• Estate and trust income tax returns
• Not-for-profit organization returns
• Benefit plan annual returns
• Gift tax returns
• Business property tax listings
• Quarterly estimated taxes for businesses and individuals


Tax Consulting
We prefer to take a proactive rather than reactive approach to tax services.  By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.  Tax consulting services include:


• Business entity selection
• Estate planning
• Income tax planning
• Retirement planning
• Taxing authority representation
• Consulting on buying or selling a business

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Business Consulting Services


Business Advisory Services
We gauge our worth by the personal and business successes of our clients.  We can help your organization identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.  In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.


Business Succession Planning
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we can help you address the complex issues of business continuation and can assist you in developing a strategically sound plan.


Business Valuations
Whether you are thinking of buying or selling a business, transferring your business to your children or employees, or are in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.


Cash Flow & Budgeting Analysis
A business can be profitable and still run into trouble due to cash flow issues. We can help forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.


Financial Forecasts & Projections
Forecasting is helpful when trying to effectively manage and lead a growing business to a higher level of profitability. From simple projections to more complex financial analysis, our experienced staff can assist you in achieving your company's financial goals.

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