Experience and Dedication

John is a Certified Public Accountant (CPA) with over 25 years of tax and accounting experience.   He is dedicated to his clients' success and delivers a unique experience to his customers.  He uses the latest in technology to provide a mostly paperless interaction. Because of this, he can work with anyone, in any state. 

If you are in the Charlotte, NC metro area, he can also come to your place of business, your home or your nearest coffee shop to provide personal service.  

We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their accounting needs, and we work hard to earn their loyalty every day.


Individual Services

  • State & Federal Tax Returns
  • Tax Projections & Consulting
  • Trust Tax Returns
  • Gift Tax Returns 


Corporate Services

  • State & Federal Tax Returns 
  • Partnerships, C-Corps & S-Corps
  • Bookkeeping & Payroll
  • Quickbooks
  • General Accounting Services​
  • Audit Assistance
  • ​Quickbooks Online Reseller