About Us

Our accounting firm was established to provide accounting, tax and financial solutions to businesses and individuals. Our primary services include accounting and bookkeeping services, tax return preparation and planning, business consulting, personal financial planning and wealth management services. We serve a wide range of individuals, corporations, partnerships, and non-profit organizations and we offer the benefits of years of experience gained from previous positions. Focus areas of our practice include health care practitioners and non-profit organizations. We are members in good standing of multiple professional organizations.

Our firm is dedicated to serving all of your accounting, tax, and financial services needs. Our continuing mission is to serve you by providing the highest level of expertise and professionalism possible. We also strive to live by the Golden Rule in everything we do.

Securities offered through Southeast Investments NC, Inc. Member FINRA, SIPC. OSJ: 820 Tyvola Road, Suite 104, Charlotte, NC 28217. 704-527-7873.

Check the background of this investment professional on FINRA's BrokerCheck. http://brokercheck.finra.org