Individual Services
Meeting all of your financial needs...
 Tax return
Preparing your own tax return sounds like a great idea until your faced with an audit or you realize how much money you left on the table.
 
With the constant changes of IRS regulations, today’s tax laws can be so complicated that filing a relatively simple return can be confusing and easy to overlook deductions and credits to which you are entitled.
 
Our team is experienced and eager to assist you with your tax needs.
 
Benefits of a professional tax preparer:
 
They’ll save you time - Many estimate that completing your own tax return each year takes an average of 16-22 hours. This includes record keeping, organizing, completing forms and actually submitting the return. If you turn your taxes over to a tax professional, you can significantly decrease the amount of time spent on taxes and likely save yourself some stress and worry as well.

They may also save you money - While one of the considerations for hiring a tax professional is the additional amount of money you will pay for this service, it is important to note that a tax professional can actually save you money on your return. A tax professional can identify all possible deductions and credits that you may be eligible for.

You know your return will be accurate - A tax professional can reduce the risk of errors on your return, which can increase your likelihood for an audit. Basic math errors, inverting numbers and forgetting to sign and date your return are some of the most common errors for individuals who complete their own return. Hiring a tax professional will ensure that your return is error free. 

Tax preparation fees may be deductible - If you itemize your deductions and use a tax professional for help, you may be able to deduct some of your expenses incurred.
 
Support in the event of an audit - No one wants to even think about an audit when they file their annual return; If the IRS has questions about your return, you already have a professional in place with knowledge of your financial information that can help you respond. This peace of mind alone is one main reason many opt for professional assistance with their tax returns.

Notary
We make the process of notarizing your documents effortless and convenient.
 
North Carolina certified notary and signing agent. We offer professional and friendly service to individuals, financial institutions, signing agencies, title companies, brokers, or anyone in need of notary services.

Appointments can be made at our office or your place; we also take walk-ins at our Concord, NC location.
 
Personal budgets and consultation
Financial planning and budgeting is for everyone!

Budgeting may seem complicated or you may be saying “I can’t afford to save”, consult with accountants who have walked in your shoes.
 
Whether you are looking to purchase your first home, buy investment property, plan for a wedding, home improvement projects, or whatever your financial plans are, we can assist you with a personal budget that will keep track of your spending and help you reach your financial goals.
 
If you'd like to receive more information about our Tax Preparation Service, please complete this form.