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A Comprehensive Approach to Maximizing the Value of Your Business, Real Estate, and Estate.


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  • Tax Preparation
  • Individual & Entities
  • Estates, Trusts & Gift Tax
  • Payroll, Sales Tax, 1099s
  • IRS & SCDOR Representation
  • Tax Research
  • QuickBooks Set-up & Training
  • Bookkeeping Services
  • Divorce Forensic Services
  • Real Estate Investment Services 
  • Budgeting
  • Compilations & Financial Projections
  • Small Business Set-up
  • Small Business Consulting
  • Small Business Sales & Acquisitions
  • Estate Administration & Tax Services
  • Estate Executor Consulting
  • Real Estate Property Management

Tax Services

Individual & Entity Tax Prep

  • Individuals
  • Partnerships
  • S-Corporations
  • Estates, Trusts, Gift Taxes

Accounting Services

Start 2024 with Clean Books!

  • QuickBooks Year-end Clean-up
  • Budgeting
  • Compilations & Financial Projections

Consulting Services

Comprehensive Consulting Services

  • Starting a New Business?
  • Selling or Buying a Business?
  • Appointed as Personal Rep or Executor of an Estate?
  • Managing a Real Estate Investment as a Short or Long Term Rental?

Looking as far back as junior high school, I have always been passionate about finding ways to create value. For over 30 years, I’ve provided tax, accounting & consulting services to thousands of clients.

As a right & left-brain thinker, needing to be creative and structured at the same time, has led me to develop a new business model. The model focuses on maximizing value by providing you with a structured financial analysis of your Business, Real Estate, and/or your Estate, along with creative suggestions to maximize the value of your property.  

This new model takes the business analysis one step further than a traditional accounting firm, bringing together all the expertise needed to come up with best case solutions that can be vetted out at our table, allowing you to be able to complete the analysis without having to go elsewhere to feel satisfied that all your questions have been answered.

Opting to stay in public accounting has allowed me to stay in constant motion, helping thousands of clients, from different industries and professions, with varying tax situations. Every day was both predictable and unpredictable. There were clients and tax returns to be prepared, tax law changes to be learned, and new staff members to train.

As it still is with most clients today, situations often change, which keeps the creative mind flowing. If you’re ready to make a change, make an appointment and let us listen and try to develop you develop a strategy to provide you with a cost/benefit solution that best fits your needs.

Contact Us

If you’re ready, let’s get started!

(843) 400-6239

721 Long Point Rd # 404, Mt Pleasant, SC 29464

M-F: 9am-5pm, S-S: Closed

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