We are a full-service accounting firm.  The owner and manager of our firm is a Certified Public Accountant, and our staff includes experienced tax professionals.  In addition to providing tax return preparation services for individuals, businesses, trust and estates, we regularly assist clients who are facing IRS  or North Carolina Department of Revenue (“NCDOR”) audits.  We also help clients who have received notices of intent to levy or who are having their wages garnished or who have received notice that the IRS or NCDOR has filed liens against their property.  We have been successful in having garnishments stopped, getting liens removed and setting up payment plans or negotiating offers-in-compromise with both the IRS and NCDOR.

We encourage all of our clients to make sure that their wills are up-to-date.  We also encourage our business clients to make sure that their businesses are organized so as to maximize protection from liability and minimize taxes.  Attorney Phyllis Long, who is conveniently located in our office suite, can assist our clients with both personal and businesss legal matters.  She has over 25 years of experience as an attorney and prepares wills, trusts, financial powers of attorney and healthcare powers of attorney.  If you are a business owner, she can help you choose the right form of organization (corporation, LLC, “S” Corporation) and assist you with the many issues that may arise in operating a business, such as preparing and reviewing leases, buy-sell agreements, employment agreements, contract disputes and succession planning.  You can learn more about her by visiting her website:  www.corpattypl.com.

Our firm is committed to protecting our clients, providing them with options and most importantly, achieving results for them.