Individual Services
Meeting all of your financial needs...
 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.
 
Individual Tax Preparation
We offer tax preparation, along with a variety of methods for you to receive your tax refund in the smallest amount of time possible. The federal tax code is reformed annually by congress and is constantly in a state of flux. Most non-tax professionals, aka average tax payers, are intimidated by the IRS and their governing body, the department of the Treasury. We offer you the comfort of knowing that your tax filing is in the hands of experienced professionals. Whether you are filing a simple return with only some income coming from W2s or if you are self-employed and are itemizing dedications; our tax filing services are focused on minimizing your tax liability and making sure that you get the full deductions and credits you are qualified for.

IRS Resolution Services
Protection; Piece of Mind. All returns filed have the ability to be protected by Sure & Secure IRS Resolution Services and Audit Coverage. If you receive a letter from the IRS, rest easy, knowing that professional assistance and interpretation is only a phone call away. Correspondence Interpretation, Offers in Compromise, Payment Arrangements, Lien & Levy removal, and Penalty and Interest Coverage are comprehensively bundled in one affordable package that ensures you are prepared and protected in the event that your return comes under review. If you have past tax issues, we can help as well. Our goal is to comprehensively resolve all of your tax issues with you ending up with as little tax liability as possible.
  
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 Individual Service, please complete this form.