Navigating federal and state tax laws can be a headache. Changing deadlines and rules on what can and cannot be deducted for tax purposes  only add to the confusion and create more problems.


Having a CPA to guide you with your tax return filings and being proactive with tax planning can add up to significant savings.


Services I provide include:

  • Bookkeeping Services

  • Quickbooks setup and help

  • Outsourced Controllership/CFO

  • Tax preparation

  • Tax planning

  • IRS Audit representation

I serve clients in Charlotte, Lake Norman, and the Midlands of South Carolina.

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