Welcome to our website!  If you are looking for a blend of personal service and expertise, you have come to the right place!  We offer a broad range of services for small business owners, executives and independent professionals.  Our rates are affordable.  We are experienced and offer personalized services. We provide small business accounting and tax services and QuickBooks tune-ups. 
Please call us for a free (up to one hour) initial consultation.  Call us at 704-392-8800 to set-up your appointment.


Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, estates and trusts, business formation, financial planning and investment, real estate and business sales. 
We are very interested in reducing your taxes!

Located in Charlotte, NC

Our firm's reputation for providing quality service reflects the high standards we demand of ourselves.  Our high standards, responsive service and specialized staff spell the difference between our firm and the rest.  We are Certified in the state of North Carolina, Certificate Number 30901.  Mike graduated from the University of North Carolina at Charlotte.  Go Niners!


Free Reports and Newsletters

Reduce your taxes!...Make better business decisions...and learn how to grow your wealth by reading our Free Reports on financial strategies for business owners, individuals, and investors.  You also get the latest breaking tax saving strategies in our monthly newsletter.

Tools and Resources

Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, pickup a previous years tax returns, or simply pay your fees online.


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