Welcome 

We want to help you achieve your financial goals. Since 1988 we have been providing tax, accounting and planning services for business and individual clients in the Wake County area. Our CPA office is located in Cary, NC just off Kildaire Farm Road. Some of our services are:

• Small business and tax consulting

• Bookkeeping and payroll returns

• Tax preparation for businesses, individuals, estates, and trusts

• QuickBooks consulting

         Hot News!               

•  Individual income tax organizer (PDF) for 2010 added

• CCH brief on two-year extension of Bush-era tax cuts PDF, signed December 17, 2010

• House Ways & Means information on Health Care Reform

• Where's your refund?  IRS or NC

   Amended Returns?         

• Have you recently been laid off?  If so you may qualify for a special exclusion on your NC income tax return.

• Are you a first time homebuyer or a long-term homeowner who recently purchases a new home? You may be entitled to a refund from 2009.