Scope of Services




  • Financial statement preparation:  reviews and compilations
  • Income tax preparation and compliance
  • Monthly, quarterly, and annual financial reporting statements
  • Implementation of new accounting software packages
  • Bill paying services
  • Business management
  • Payroll and sales taxes
  • Accounting assistance
  • Bookkeeping
  • General ledger review
  • Financial assessment reports
  • Business start-up consulting
  • Budgeting and forecasting
  • General business consulting



 Services for Individuals

  • Tax compliance and planning
  • Tax return preparation
  • Personal income tax planning

Services for Businesses

  • Sales and payroll tax return preparation
  • Income tax return planning and preparation
  • Assistance in the selection of accounting methods, legal organization and financial reporting.


Accounting Outsourcing


  • Accounts payable/receivable
  • General ledger accounting
  • Account reconciliations
  • Fixed asset management
  • Month, quarterly and year-end closings
  • Payroll tax and sales tax return preparation
  • Cash flow management
  • Implementation of new accounting software packages

Notary Services

Mobile Notary Servicing North Carolina - Mecklenburg County, Cabarrus County, Union County, Gaston County

We specialize in mortgage, financial , and personal documents

Payroll Services

  • Print Checks and Direct Deposit
  • Calculate Employee Paychecks
  • Calculate and file year-end forms
  • Fast, Unlimited payroll runs
  • Payroll taxes done for you
  • W-2s and 1099s filings