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Our Tax Services Include


Individual Income Tax Return Preparation 

Business Income Tax Return Preparation 

•Partnership (1065)
•Sub Chapter S (1120S)
•Corporate (1120)

All taxpayers that file their tax return with us have complete access to our expert tax audit defense team.   

If you receive a notice, inquiry, or audit, Protection Plus will provide up to $1,000,000 worth of services to find a resolution. Our audit defense team is composed of highly skilled and qualified tax resolution experts who will work diligently on your behalf. Additionally, our Privacy Advocates are available to provide support and assistance in the event of an identity theft incident, whether related to taxes or not.

Financial Health Services
Our firm is happy to announce that we have recently begun offering Life Insurance Products.

As an independent licensed agent, I have the ability to shop dozens of insurance carriers to find rates and products that fit your specific needs and goals. That means that I am not limited to a single line of products or one brand name like a captive agent. In addition, I work with a team of licensed professionals to offer a full suite of services to include annuity products to fit your specific needs.  


Life Insurance – Life insurance may provide some comfort for the policyholder because their loved ones will receive a death benefit when they pass away. It can also offer a number of benefits that may make it a valuable tool.

Retirement Planning - How much retirement income do you need?

Step one is to define what a good retirement income is for you, and it might not be as tricky a task as you think. 

Your retirement budget often closely mirrors that which you had during your working years. While some work-related costs such as commuting, lunches out, and work clothes disappear, retirees still have housing and utility bills to cover. Additionally, new expenses may pop up, including travel, hobbies, and entertainment and medical expenses. 

Retirement spending also varies by stage. Newly retired individuals may spend more as they travel and pursue long-delayed dreams. By mid-retirement, expenses often decline as life settles into a steadier rhythm. L

Later in retirement, however, costs may increase again due to healthcare and potential long-term care needs.

Our team of financial professionals are here to help you plan and build a financial strategy to fit your specific needs both now and in the future.  Contact us at 980-622-4884 to schedule your free financial needs analysis.

NC Insurance License# 21453185

Call our office to schedule your financial needs analysis and discuss your goals with our team of financial professionals.