Small business is my specialty! With experience in a vast array of industries and across all business entity types, I will tailor my tax planning and compliance expertise to your specific business. It takes a lot more than knowing your bank balance to successfully manage a business. From bookkeeping to performance analysis, you can count on me to keep an eye on your bottom line.
Services
I started this firm because I love the small business community of Durham and wanted to be a part of it.
Running a business is hard enough as it is, without jumping through all of the administrative and compliance hurdles that exist, and my goal has always been to provide these services at a fair cost with a friendly attitude and open communication.
I am a licensed CPA in the state of North Carolina (#37360) and I have over ten years of experience in the fields of accounting, finance, banking, and start-ups.
Running a business is hard enough as it is, without jumping through all of the administrative and compliance hurdles that exist, and my goal has always been to provide these services at a fair cost with a friendly attitude and open communication.
I am a licensed CPA in the state of North Carolina (#37360) and I have over ten years of experience in the fields of accounting, finance, banking, and start-ups.
I bring my clients value by taking the time to learn as much as I can about their business and utilizing this information to make better tax strategy and tax planning recommendations.
Your success is my success.
A successful relationship is dependent on your CPA's ability to proactively review your books, understand your business, and perform tax planning.
I will visit you at your place of business during the 3rd/4th Quarter of the year to review your year-to-date financials, make adjustments to your books as necessary, and discuss any questions you may have, all with an eye on tax planning for the current year.
Your success is my success.
A successful relationship is dependent on your CPA's ability to proactively review your books, understand your business, and perform tax planning.
I will visit you at your place of business during the 3rd/4th Quarter of the year to review your year-to-date financials, make adjustments to your books as necessary, and discuss any questions you may have, all with an eye on tax planning for the current year.
To effectively operate a business, owners are often forced to perform tasks outside of their comfort zone and, more critically, outside their area of expertise.
While a wise business owner invests in expanding their understanding and ensures that operations and financial management are given the attention they demand, it can often make more sense to delegate these tasks to an expert.
By allowing me to partner with you, I will put my expertise to work so that you can spend more time doing what you love and creating value, effectively increasing your bottom line.
While a wise business owner invests in expanding their understanding and ensures that operations and financial management are given the attention they demand, it can often make more sense to delegate these tasks to an expert.
By allowing me to partner with you, I will put my expertise to work so that you can spend more time doing what you love and creating value, effectively increasing your bottom line.
Doing your taxes can be a daunting task.
Let me untie that knot for you!
As a CPA with years of experience, you'll rest easy knowing your tax return is in trusted hands.
You work as an independent contractor and need help maximizing your Schedule C deductions and minimizing self-employment taxes.
You've been granted stock options and want to ensure you are planning appropriately for tax consequences.
Let me untie that knot for you!
As a CPA with years of experience, you'll rest easy knowing your tax return is in trusted hands.
You work as an independent contractor and need help maximizing your Schedule C deductions and minimizing self-employment taxes.
You've been granted stock options and want to ensure you are planning appropriately for tax consequences.
Take University south to 15-501 Business Route.
Continue on 15-501 until you drive under the Academy Road overpass.
Take a left onto Weymouth (Sitar restaurant and the ABC store will be across the boulevard on your right), then an immediate left onto the Chapel Hill Boulevard service road (the Ritz car wash will be to your right as you turn in).
Take your next right onto Mayfair, then an immediate left into the parking lot of the Real Estate Associates building.
Our office is located in Suite D-200.
Continue on 15-501 until you drive under the Academy Road overpass.
Take a left onto Weymouth (Sitar restaurant and the ABC store will be across the boulevard on your right), then an immediate left onto the Chapel Hill Boulevard service road (the Ritz car wash will be to your right as you turn in).
Take your next right onto Mayfair, then an immediate left into the parking lot of the Real Estate Associates building.
Our office is located in Suite D-200.
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