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  • Preparation of individual, partnership and corporate income tax returns- federal, state and local.
  • Preparation of tax returns for estates and trusts, employee benefit plans, nonprofit organizations and others.
  • Development of strategies to minimize taxes
  • Advice on current changes in the tax law and the tax effect of anticipated transactions.
  • Representation before the IRS in the event of IRS audit or other tax problems.


  • Audit, review and compilation of financial statements.
  • Preparation of financial forecasts, projections and budgets.
  • Computer-based bookkeeping services for monthly, quarterly or other period financial statement preparation, including assistance with the interpretation of operating results and financial position.


  • Advice and assistance in business valuations, negotiation of buy / sell agreements and mergers and acquisitions, and succession planning.
  • Assistance in the negotiation of financing agreements.
  • Assistance with the selection of computer hardware and software systems.
  • Assistance with the design and implementation of accounting systems, including the development of product costing and break- even formulas.
  • Advice on employee compensation and fringe benefits.
  • Assistance with personal financial planning, including estate planning and the use of trusts.
  • Outsourcing of controllership functions.


Home PageOur ServicesOur StaffContact Us
375 Tenth Avenue Drive,NE P.O. Box 639 Hickory, NC 28603