Our history

Our firm was founded in 2014 when Mark Stephens and Steven (Steve) Nashland merged their firms. Steve’s keen business insights come from decades spent in various financial roles in businesses across a wide spectrum of industries and more than a decade of work in public accounting. As a firm, we’re committed to continuing a long tradition of providing high-level customized service with an emphasis on strong communication, integrity, proactive planning, and delivering value to our clients.

Mark has worked with family-owned businesses in Durham, NC for more than 40 years. He is now retired but he’s still serving the firm in an advisory role, ensuring that his knowledge is passed on to the next generation.

Who we work with

We specialize in working with family-owned small businesses and with individuals needing the services offered by a high quality CPA firm. Our firm works with startup businesses all the way up to companies with revenues exceeding $10 million. We serve most industries and have a concentration of clients in the medical and real estate fields.

How we work with you

Long before any tax return is prepared, we take the time to understand your goals, your business and your entire financial situation. With our in-depth approach and emphasis on advisory services, you’ll save on your taxes now while building wealth for the future.

For ease in budgeting, we provide the annual cost for our services in advance. We can arrange monthly installments for your convenience.

We treat you the way we want to be treated

We’ll take a deep dive into your business to find ways to streamline your processes and ensure that you’re on the right track. We look at compensation arrangements, fringe benefit plans, owner compensation, and all the other best practices for running a successful business.

You’ll have a clear map to reach your goals, with guidance every step of the way. No more tax-time surprises with our emphasis on long-term planning. We work hard to ensure that the value you receive is more than the cost of our services.