We’ve been working with small family-owned businesses in the Durham, NC area for more than 40 years. We’ll help you build long-term wealth while saving on taxes today. Our emphasis on in-depth upfront advisory means no more tax and financial surprises. Because we take the time to really understand your personal and business goals, we help you develop and implement the strategies you need to achieve them.
We can advise for everything you need to be a successful business, from bookkeeping and efficient tax strategies to business best practices.
We serve our clients the way we want to be served ourselves
You’ll have a partner and trusted advisor to guide you to success and to help build long-term wealth. Timely communication, high integrity, solid competence, and advance planning are the hallmarks of our service. We’re small enough so you won’t feel lost at a big firm, yet big enough to provide you with all the answers you need. You’ll always receive more value than you pay for.