Individual &

small business

tax Services

Professional tax preparation 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. I also perform bookkeeping services for a limited number of clients. Ask for availability.

how i can help you

Tax Preparation

Itemized deductions, investment income, self-employed, rental income, pass through income.

Tax Planning

Quarterly or annual tax planning to minimize surprises at tax time.

Business Taxes

S-corporation, Partnership, LLC income tax preparation with pass through income to your individual return.

In Home/Office

I meet with you in your home or office to make it easier for you. I can come to where your records are.

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why my firm

Personal Service

As a sole practitioner, you know that I 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.

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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.

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.

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