***2022 Holiday Closing***
Our office will be closed the following dates
11/23 @ noon • 11/24 • 11/25 • 12/23 - 1/2
Voted best tax preparer in Wilmington for 2020 & 2021 by Wilmington North Carolina Magazine
Over 25 years of accounting experience working for you
Individual & small business
tax & bookkeeping
Professional tax preparation and strategic planning and bookkeeping for individuals and small businesses serving New Hanover County and surrounding areas including Wilmington, NC, Wrightsville Beach, NC, Carolina Beach, NC, Kure Beach, NC, Fort Fisher, NC, Castle Hayne, NC, and Rocky Point, NC.
how i can help you
Tax Preparation
Itemized deductions, investment income, self-employed, rental income, pass through income.
Business returns prepared for sole proprietors, LLCs, partnerships and S-corporations.
Tax Planning
Quarterly or annual tax planning to minimize surprises at tax time.
You can benefit from tax planning and a tax checkup even if you do not own a business.
Bookkeeping
QuickBooks Online Certified Pro Advisor.
My team and I work in your books to free your time to work in your business and enjoy your life.
Good books are vital for your business to continue and grow.
Strategic Advising
I have recently become a LivePlan Strategic Advisor, allowing me to work with you to provide more proactive advising services – like strategic planning, goal setting, and management of your key financial indicators.
why my firm
Personal Service
As a small firm, you know that we will personally handle your account. I will call you back and give you the information you need.
Experience
I have over 25 years of accounting experience and over six years of public accounting experience working for you.
Integrity
As a CPA licensed in NC, I am regulated by a state board and must comply with strict ethical standards or face disciplinary action.
Credentials
I am licensed by the state of NC as a Certified Public Accountant. I am required to take 40 hours of continuing education annually.
ABOUT ME
I was raised in Wilmington, NC and received my Bachelor of Science in Business Administration from the University of North Carolina at Chapel Hill. Immediately after graduation, I worked at a local family owned business for 20 years. This valuable experience taught me the ins and outs of running a small business. I decided to further my career by pursuing the CPA credential. I went back to school to get the additional education needed to sit for the Uniform CPA Examination. I passed the exam the first time within five months while continuing to work for a local CPA 30 hours a week and raising my family. My NC CPA license is #41090.
In October of 2020, I expanded my firm by hiring a full time bookkeeper and administrator to help me grow and serve my clients. With her years of accounting, customer service and administrative experience, our firm can better serve you.
When I'm not working, I spend my time with my husband, three children and dog. They are the reason I started my own firm and support me daily.
