Welcome! We offer a range of accounting and
bookkeeping solutions, tax return preparation and planning services, small
business consulting services, and comprehensive financial planning and
investment services. Our firm will focus on your unique tax, accounting and
Securities offered through Southeast Investments NC, Inc. Member FINRA, SIPC. OSJ: 820 Tyvola Road, Suite 104, Charlotte, NC 28217. 704-527-7873.
Member : American Institute of CPAs, North Carolina Association of CPAs
Please note that any tax advice contained in this website and any pages thereof, is not intended or written to be used as a complete tax opinion of any matter related to either Federal or State tax codes. Each tax situation involves unique circumstances that may require analysis of tax code, court cases, regulations, or other guidance to form a full opinion of the treatment of the situation posed. As such, the information contained in this site and any pages thereof is general in nature. You should seek competent professional advice for your unique situation.
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