Mission: To provide hands-on professional services customized to clients' needs.
History: My firm was established in early 2006. Prior to that, I had
eighteen years of accounting experience, fifteen years in public
accounting and three years in non-profit accounting. I became a
certified valuation analyst (CVA) in 2003 and have valued a number of
businesses since that time. I have been a certified QuickBooks Pro
Advisor for more than ten years. I started my career as a
high school teacher. The ten years of teaching experience gave me
the skills to teach accounting concepts and software usage to the public
in understandable terms. I am a member of the Alabama Society of
Certified Public Accountants and the National Association of Certified
The firm offers a full
line of tax services for businesses and individuals. For
individuals, I prepare Federal Form 1040 as well as a full line of state
returns. Tax planning is necessary in this day and age. I do
projections of tax liabilities and discuss various options available to
the client to reduce the tax load.
For small business
clients, sales tax, payroll tax and property tax services are provided.
Whether a client files as a proprietor, C corporation, S corporation,
partnership, limited liability company or disregarded entity, full tax
services are available. Tax planning is done to ensure the lowest
Not only do I have a
high level of experience in preparing both individual and business
returns, but also in filing fiduciary (trust), non-profit, pension, and
gift and estate returns.
If for any reason, your
individual or business return is audited by a taxing authority,
including the IRS, I can represent your best interests before the
Whether your business
is newly formed or fully established, I provide services to maintain
financial records so that you can see your company's current performance
on a timely basis. I have experience to maintain your records
whether you are in real-estate with multiple cost centers, in
contracting with multiple jobs, or in any other small business
I am a certified
QuickBooks Pro Advisor and can help you install and set-up QuickBooks to
provide the financial data in a usable and user-friendly format.
If QuickBooks has been set up on your computer system previously and is
not giving you the information that you need, I have the expertise to
improve or correct the situation.
I provide business
valuation services for business owners and their professional advisors.
Included in these services are business valuations for estate and gift
tax purposes encompassing estate tax business valuations, gifting of
closely held company stock, partnership and limited liability company
interests and family limited and limited partnership interests. I
also provide services for divorce and litigation support.
Member American Institute of Certified Public Accountants
Member Alabama Society of Certified Public Accountants
Alabama Society of Certified Public Accountants
National Association of Certified Valuation Analysts
B.A. Biology, Salem
College, Winston-Salem, NC, 1974
Magna Cum Laude, University of North Carolina at Charlotte,
Charlotte, NC, 1989