We work exclusively with small to medium-sized businesses and their owners. We also work with clients who own rental properties and who buy and sell real estate regularly.

Our office is at 4801 Glenwood Avenue, Suite 200, Raleigh, NC. We work with clients across North Carolina and beyond — most of our work happens securely online through TaxDome, our client portal.

Schedule a complimentary appointment by calling (919) 213-8976, or book directly with me on Calendly (there's a link on our website).

If we think we're a good fit for each other, you'll receive an invitation to connect on TaxDome. We'll send an engagement letter describing the work we'll perform, your obligations as a client, and pricing.

From there, we'll request the information we need, ask you to upload a few items, and handle signatures right in the portal — so you can stay focused on your business while still having easy access to your documents.

For business returns, pricing can vary depending on the condition of your books. If significant adjustments are needed, we bill by the hour to reflect the extra time involved (though we work efficiently!). Clients with a CAAS agreement typically see faster, more efficient return prep, since we're already working from a clean set of books.

For individual returns, we bill on a per-form basis. There's a set fee for a standard 1040, plus additional fees for other forms — Schedule A (itemized deductions), Schedule B (interest and dividends), Schedule C (business income), Schedule D (capital gains), and so on. If your records need extra time to get organized, that's billed separately as well.

All payment terms are outlined in your engagement letter, which is signed before we begin any work.

Our staff accountants — each with a four-year accounting degree and working under close supervision — handle routine bookkeeping, reconciliations, and may draft financial statements. Every financial statement and tax return, however, is reviewed and approved by a CPA before it ever reaches you.

Yes. We prepare both individual and business returns, with particular depth in S-corp and multi-entity structures. Most of our tax clients are business owners, so we typically handle the entity return and the owner's personal return together — the two are often closely intertwined for a closely held business.

Yes — tax planning is included for our Business Advisory (CAAS) clients. Because we already have access to your financials, we review your results of operations monthly and factor in things like self-employment taxes, estimated payments, entity selection, reasonable salary, depreciation, and retirement plan opportunities.

We can help. Many of our tax clients also use our CAAS (accounting) services specifically to keep their books clean and ready well ahead of the filing deadline. While we prioritize our CAAS clients during filing season, we're still able to take on bookkeeping cleanup work, billed hourly, to get your books ready for tax prep.

Ongoing bookkeeping, reconciliations, financial statement preparation, and advisory support — built around QuickBooks Online. The goal is accurate, current books you can actually use to make decisions, not just records handed off to a tax preparer once a year. You'll also have us on call for tax questions and accounting support along the way.

CAAS is bookkeeping plus CPA oversight. You get technically accurate financials, plus someone who can interpret what those numbers mean for your business and your tax position.

CVA (Certified Valuation Analyst) is a credential from NACVA for business valuation professionals. It means the valuation follows recognized professional standards — important for credibility with lenders, courts, the IRS, or anyone else relying on the number.

Anyone can attempt a business valuation, but we can provide certified valuations for tax reporting and other formal purposes. A CPA reviews your data and financial statements, makes normalizing adjustments, and can carry your certified valuation through from start to finish.

Common triggers include selling or buying a business, SBA loan underwriting, buy-sell agreements, divorce or litigation, estate and gift planning, or partner buyouts. Not sure whether your situation calls for one? Just ask — it's a quick conversation.

It depends on the complexity of the business and the purpose of the valuation, but plan on several weeks from engagement to final report.