About Us

Received BSBA (in Accounting)
May 1989 from Appalachian State University

Received MS (in Accounting) December 1990
from Appalachian State University

Licensed with the North Carolina
State Board of CPA Examiners #20160 March 1992

Member of the American Institute of Certified Public Accountants,
the North Carolina Association of Certified Public Accountants
the National Society of Tax Professionals,
and the High Country Chapter of the North Carolina Society of Accountants

Treasurer - Rotary Club of Avery County
Former Treasurer - Avery County Habitat for Humanity

Our Bookkeeping services include:
collecting payments, making bank deposits, writing checks,
bank reconcilations, and financial statements.

Our Payroll services include:
calculating payroll, printing checks, calculating payroll tax deposits,
quarterly reports, annual reports, and preparing W2's

Our "Write-up" services include:
data entry, bank reconcilations, financial statements on monthly,
quarterly, and/or annual basic, sales tax calculations,
preparing W2's and 1099's.

Miscellaneous services include:
property tax listings and insurance audits.

Our Tax Services include:
preparing tax returns for individuals, trusts, partnerships,
"C" corporations, "S" corporations, homeowner's associations,
and not-for-profits organizations.

Individual tax returns may be filed electronically
Refunds may be received by check or by Direct Deposit
Tax payments may be made by check,
by Direct Debit or by credit or debit cards.