Tax and Audit Services

Our Firm provides basic tax and audit services for our clients in Raleigh, Zebulon and Eastern North Carolina. Our services include: accounting, audit, reviews, compilations, tax preparation and consulting, financial planning, municipal financial management, QuickBooks consulting and management advisory consulting.

Our audit, review and compilation services are focused on:

  • Charter, public and private schools
  • Municipal governments
  • Not for profit organizations
  • Homeowners and property owner associations
  • Employee Benefit Plans
  • Real estate development and related entities
  • Construction companies
  • Documentation, implementation & testing of internal control systems
  • Preparation of financial statements

For more information on audit, review and compilation services, please email us.


Our tax preparation and consulting services are focused on:

  • Individuals
  • Tax planning
  • Corporations
  • Partnerships
  • Not for profits
  • Homeowners and property owner associations
  • Estates and trust

For more information on tax preparation and consulting services, please email us.


Our small business services are focused on:

  • Municipal government financial management and bookkeeping
  • QuickBooks consulting
  • Payroll processing and reporting
  • Monthly bookkeeping and financial statements
  • General business advice

For more information on small business services, please email us.