Our Mission

At our CPA firm, we help clients achieve their financial goals by planning for the future. Your peace of mind that your accounting records and tax needs are taken care of are of paramount importance.

Cary CPA Firm Profile

Our CPA firm opened in 1988 to meet the needs of a growing community. The firm provides accounting, tax, and consulting services in the Research Triangle area of NC. We also work with clients remotely through the cloud. Our clients include individuals, limited liability companies (LLCs), corporations, partnerships, estates and trusts. The firm uses QuickBooks Desktop for our own accounting. Therefore, we can assist businesses with their QuickBooks Desktop accounting software. In addition, QuickBooks Online is an important growth area with about twenty registered accounts.

We serve clients in a variety of fields. For example, internet businesses, retailers, real estate operators, construction contractors, consultants and professional services. Similarly, individual clients represent a variety of careers. For example, sales people, research scientists, educators, financial officers, chief executives, and retirees.

The firm embraces technology. From enterprise class software – such as Office 365 and Windows Server to a secure portal for sharing privileged information. Clients interact with us via cloud accounting, cloud payroll solutions, and other collaborative technology. Furthermore, encryption protects all files stored locally and on the portal. Finally, state of the art tax and accounting research materials supplement our existing knowledge.

As a small local firm, Drew is able to personally oversee your accounting and tax work. He is available to help you with any questions and discuss your business or individual needs. You will not have to deal with layers of subordinates before you can talk to your CPA and adviser.

Anywhere from one to three of Drew’s dogs are at his office most days. Two are beagle mixes – Savannah and Butch.  Jake is a dachshund with over ten years experience. They greet visitors with barks and wagging tails. They love treats.

Hours

By appointment in December 2020

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