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  • What We Do
  • Who We Are
  • Resources
    • Resources Library
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
    • Blog
Pay Bill Get In Touch

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Select online apps from the list at the right. You'll find everything you need to conduct business with us.

Client Portal

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Accounting Login

QuickBooks Online

Futuristic piggy bank with glasses, illuminated by digital circuits. Set on a desk with a blurred screen backdrop, it embodies modern finance technology.

Americans Split on Using AI for Personal Finances

About half (48%) of Americans say using AI will have a positive impact on their personal finances while the other 52% disagree, according to a NerdWal...
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Angry married couple arguing about their finances

More Than 2 in 5 Americans Believe Financial Secrets Are at Least as Bad as Cheating, Bankrate Survey Says

Money is an uncomfortable topic for many, yet it’s an important ongoing conversation to have in a relationship. Financial secrets undermine trust. And...
Read more about More Than 2 in 5 Americans Believe Financial Secrets Are at Least as Bad as Cheating, Bankrate Survey Says ➞
Close up of a car at a bustling car dealership showroom offering vehicles for sale or rent

Car Dealers Worry Prices Are Getting Too High for Shaky Economy

America's car dealers are coming to a stark realization: The new vehicles on their lots too often cost too much, and that could create trouble for the...
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The Hidden Costs All Around Us - and How to Stop Paying Them

It's tough out there. The cost of everything is going up, from healthcare to groceries. Plus the practice of companies using monthly fees as annuity i...
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New Postmark Change Impacts Tax Filings, Extensions, and More

A quietly released USPS postmark change update is changing how postmark dates are defined and applied, creating real problems for taxpayers.
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Social Security Changes in 2026: What Retirees and Workers Need to Know

As 2026 begins, several updates to Social Security rules and benefits are taking effect, such as the full retirement age is now 67 for anyone born in...
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Retirement Savers Be Warned: A Tax Break Has Disappeared in 2026

For years, workers nearing retirement could decide whether to take the immediate tax break of pretax savings in their 401(k) plans or build tax-free i...
Read more about Retirement Savers Be Warned: A Tax Break Has Disappeared in 2026 ➞

It's Tax Time! Ideas to Get Organized

With tax season officially underway, here are several ideas to make filing your return as stress-free as possible:
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Annual Holiday Quiz: Hidden Stories Behind Holiday Giving

As you ring in the holiday season, why not have some fun? Test your knowledge of the hidden stories behind holiday giving with our annual holiday quiz...
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5 Financial Terms Everyone Should Know

Money impacts nearly every part of life. Whether you're just starting your career, running a household, or trying to grow your savings, understanding...
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Building a resilient team culture through the holiday season

The holiday season can be a tipping point for employees, influencing whether they decide to stay or leave. Read on to learn how you can build a resili...
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A person working at a desk with all of her files perfectly organized with color-coded clips.

What's your year-end planning personality?

Are you an Overachiever, Steady Planner, or Spontaneous Entrepreneur? Take our quick 5-question quiz to discover your year-end planning personality an...
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A large family gathered around the thanksgiving table taking a selfie.

Enjoy the holidays (without your business falling apart)

Many small business owners don't shut down for the holidays; they just panic quietly. This year, try something radical: enjoy time off without spirali...
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A person using an ipad to check off items on their tax to-do list.

Your year-end tax checklist: Keep more of what you earned

Before December 31, you have your biggest opportunity to reduce your tax bill. Our year-end checklist covers essential deductions, strategic timing mo...
Read more about Your year-end tax checklist: Keep more of what you earned ➞
Accountant using a calculator on a very messy desk with lots of papers and post-it notes.

How to avoid the year-end tax scramble

Stop the year-end tax scramble. Smart business owners plan quarterly, time purchases strategically, and leverage tax-advantaged benefits year-round. S...
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12324 Hampton Way
Suite 201
Wake Forest, NC 27587

p:  (919) 556-9500

f:  (919) 556-9540

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