Streamlining
Financial Challenges
“Facing financial challenges can be daunting, but our comprehensive services make it easier. We offer business accounting, tax resolution, tax preparation, planning, bookkeeping, and payroll management. Our expert team provides personalized solutions for a hassle-free experience. With our support, you can confidently overcome financial obstacles and focus on your goals.”
Streamlining
Financial Challenges
Facing financial challenges can be daunting, but our comprehensive services make it easier. We offer business accounting, tax resolution, tax preparation, planning, bookkeeping, and payroll management. Our expert team provides personalized solutions for a hassle-free experience. With our support, you can confidently overcome financial obstacles and focus on your goals.
2026 Individual Tax Deadline
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2026 Business Tax Deadline
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Why ID.me is Beneficial and Secure for You
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Tax Packages
Essentials
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Simple W-2 Filers
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Tax Prep & E-File Only
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Basic Support
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No Meeting
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No Planning
Assurance
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Families & Itemizers
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Tax Prep & E-File
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Personalized Support
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One Meeting
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Minor Planning
Premier
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High-Income, Multi-State, Rentals, K-1s
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Tax Prep & E-File
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High-touch, ongoing advisory relationship
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2 meetings + ongoing access
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Strategic Tax Planning
About Me
I earned my Bachelor of Science in business administration from East Carolina University and my Masters of Accounting from Gardner Webb University. I embarked on my career in accounting in 2005. In 2007 I took a leap of faith and acquired a small accounting firm and became an Enrolled Agent in 2011.
Initial Consultation
Client schedules an initial consultation to discuss their financial needs and challenges. We listen attentively to understand their specific situation and goals. Together, we identify areas that require attention and determine the best course of action.
Tailored Solutions
Based on the consultation, we develop tailored solutions to address the client’s financial challenges. Our team utilizes their expertise in tax preparation, bookkeeping, and business/personal tax services to create a customized plan. We ensure that the solutions align with the client’s objectives and are designed to optimize their financial well-being.
Implementation & Support
Once the plan is finalized, we proceed with implementation, handling all aspects of tax preparation, bookkeeping, and tax resolution. Throughout the process, we provide ongoing support and guidance, keeping the client informed every step of the way. Our goal is to alleviate the burden of financial management, allowing the client to focus on their core business activities and personal pursuits.
Review & Optimization
After implementation, we conduct regular reviews to assess the effectiveness of the strategies implemented. We proactively identify opportunities for optimization and make necessary adjustments to ensure continued financial success. Our commitment to excellence means that we are always striving to improve and enhance the client’s financial situation.
Reviews
Services
Tax Services
We offer expert tax resolution for audits and prior year balances and handle business tax returns for full-service clients with over $1 million in assets. We also have monthly services are available to help you focus on business growth.
Business Accounting
Our monthly service offers comprehensive accounting solutions designed for highly successful entrepreneurial business owners with over $500,000 in annual sales.
Special Programs
We offer specialized programs designed to assist with your business needs. Currently, we have a personalized part-time CFO program tailored specifically for you. View information on our Service page.