Meet Our Team
President
President
Hometown: Valley Cottage, NY
College: UNC Chapel Hill & Campbell University
Degree: BBA in Accounting
Go-To Order at Happy Hour: Old Fashioned
Apple or Android: Apple
Senior Tax Advisor
Senior Tax Advisor
Hometown: Kernersville, NC
College: UNC Chapel Hill & UNC Greensboro
Degree: BS Finance, BS Accounting, Master of Accounting - Taxation
Go-To Order at Happy Hour: Jameson
Greatest Minds of the 21st Century: David Foster Wallace, Dallas Green, Chris Carrabba, and Arnold Schwarzeneger.
Staff Accountant
Staff Accountant
Hometown: Gardiner, Maine
College: UNC Chapel Hill & Campbell University
Secret Talent: I am the Undisputed Heavyweight Whistler of Chapel Hill
Personal Motto: "If you are going to be a bear, be a grizzly."
Account Manager & Tax Preparation
Account Manager & Tax Preparation
Hometown: Bengaluru, India
College: Mount Carmel College, Bengaluru
Degree: Accounting
On Saturday mornings, you can usually find me: making pancakes for my kids
Favorite Cartoon: Flintstones
Operations Manager
Operations Manager
Hometown: Cary, NC
College: Virginia Tech
Degree: BS in Finance
Go-To Order at Happy Hour: Budweiser
Greatest Minds of the 21st Century: Arnold Schwarzenegger, Will Ferrell, Warren Buffett, Steve Rinella
Office Manager
Office Manager
Hometown: Kernersville, NC
College: UNC-Chapel Hill
On Saturday mornings, you can usually find me: Sleeping
Personal Motto: I Solemnly Swear I Am Up To No Good.
Senior Business Advisor
Senior Business Advisor
Hometown: A small town in upstate NY
College: College of St. Rose
Degree: Masters in Accounting
Go-To Order at Happy Hour: Crab Dip? Food counts right?
On Saturday mornings, you can usually find me: sitting outside, enjoying my coffee, and catching up on some reading
Account Manager & Tax Preparation
Account Manager & Tax Preparation
Hometown: Warrenton, North Carolina
College: East Carolina
Degree: BA & MSA in Accounting
Go-To Order at Happy Hour: Yuengling
Favorite Cartoon: Scooby Doo
Bookkeeper
Bookkeeper
Hometown: Nashville, TN
College: Middle Tennessee State University
Degree: Public Relations
Go-To Order at Happy Hour: Frozen Mango Margarita
Greatest Minds of the 21st Century: Pick a woman, any woman.
Are You a Small Business Owner?
We are experts in small business accounting, tax, payroll, bookkeeping & financial services. Let us help you grow!
Tax
We provide tax services for individuals and businesses and engage the IRS on your behalf.
Payroll
We provide cost-effective payroll solutions tailored for your company’s needs so you can focus on running your business.
Compliance
We make sure you are compliant in all federal, state and local rules required for your business.
Reporting
We handle all your financial reporting and make sure it is government compliant.