About Us

My firm offers a wide range of financial and tax planning services, including: income tax preparation, business services (formation, payroll, bank reconciliation, budgeting, etc.), representation before the IRS and more.  I will work with you on a personal level to determine the best solution for your unique needs, then couple it with my experience and expertise to achieve the best possible results.

I am located at 818 Homestead Road in Chapel Hill, NC 27516.  Call me at 919-286-9836 should you need to investigate convenient appointment times to work around your busy schedule. I offer free half-hour consultations for new clients.