services to clients through our ever changing and expanding
services. We provide the following services:
We assist clients and
businesses on such matters as business start-up, entity
selection, financing, mergers and acquisitions, succession
planning, compensation planning as well as general business
We are experienced in
preparation of corporate, partnership, estate and trust,
non-profit, and individual income tax returns. We assist our
clients with planning all during the year and represent them
before any taxing authority in compliance issues.
All business clients need to
know and understand the financial history and future of their
business. We provide audit, review, compilation agreed upon
procedure and projections for our business clients. We assist
them in understanding these financial statements and point out
the strengths and weaknesses of their business.
Many individuals work a
lifetime building a business without proper planning for
retirement and preservation of their assets by their heirs at
death. We work with your other advisors in planning your
retirement needs and also the needs of your heirs and estate.
Many of our small businesses
outsource their accounting departments to us. We prepare their
payrolls, sales and payroll reports and general ledgers. We
utilize state of the art hardware and software to meet these
needs and to communicate with our clients. We are also able to
install and maintain Peach Tree and Quickbooks accounting
We provide on-site and off-site
peer reviews for other CPA firms throughout North Carolina and
surrounding states. We consult with our peer review firm
clients all during the year on accounting and auditing issues.