Welcome to a website and a CPA who can truly help you Understand Your Taxes!

Over the past 15 years we have heard so many people say, "Oh I just want a tax refund and I'll be happy!"  Have you ever spoken these words?  As a CPA I too want to make sure that my clients receive as much money back from the IRS as possible. However, so many people out there just rely on tax software and as long as they do no have to pay the IRS they are happy!

Ask yourself "How do you know you are getting the full refund that you deserve?" 

Would you trust your medical issues with an unlicensed person who practices just 3 months a year? So why would you trust a tax preparer who is not Licensed, not Insured and is not around the rest of the year?? Granted taxes are not as critical as your health but overpaying taxes each year could cause you significant stress in your life!

Please take a look around the website here to gain a better understanding about your taxes. Then if you would like to have your taxes prepared by a CPA who will thoroughly explain everything you need to know about your personal taxes, please use the contact button on the top of this page.  

Just in case you are concerned about the rate of using a CPA, our rates are generally less than 80% of the cost of H&R Block and Jackson Hewitt!

Office location is in South Charlotte, close to Ballantyne and Waxhaw, but clients are nationwide with many utilizing phone and video conference for our meetings.