Business Details
We have been operating as DH Craig CPA P C CPA in Roxboro since January 2015, delivering trusted accounting and financial services to our community. Our founder, Daniel H. Craig, brings over three decades of experience, having earned his CPA license in 1980 and serving in senior roles since 1984. He holds both Certified Financial Planner (CFP) and Personal Financial Specialist (PFS) designations, reflecting advanced training in comprehensive financial planning. We specialize in business valuations, tax and estate planning, and management succession for familyowned enterprises across diverse industries. Our expertise extends to retailers, wholesalers, contractors, developers, manufacturers, auto dealerships, and audits of governmental and nonprofit organizations.
We are active members of the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants, and the Financial Planning Association. Our team provides personalized financial planning, tax preparation, and retirement management to individuals, families, and small businesses. We conduct complimentary financial analyses, ensuring clients understand their financial position before any engagement. Our commitment to transparency means we explain every recommendation in clear, professional language. We stay current with evolving tax laws and financial regulations to protect our clients interests. We are locally owned and operated, and we take pride in contributing to the financial wellbeing of the Roxboro community.
We are active members of the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants, and the Financial Planning Association. Our team provides personalized financial planning, tax preparation, and retirement management to individuals, families, and small businesses. We conduct complimentary financial analyses, ensuring clients understand their financial position before any engagement. Our commitment to transparency means we explain every recommendation in clear, professional language. We stay current with evolving tax laws and financial regulations to protect our clients interests. We are locally owned and operated, and we take pride in contributing to the financial wellbeing of the Roxboro community.
Highlights and features
- We have operated in Roxboro since 2015.
- Our president holds CPA, CFP, and PFS certifications.
- We provide business valuations, tax, and estate planning.
- Our team members belong to AICPA, NCACPA, and FPA.
- We offer complimentary financial analysis consultations.
Services
Financial Planning
We develop comprehensive financial plans that align investments, savings, and risk management with each clients longterm goals. Our personalized approach serves families, professionals, and small business owners seeking clarity and confidence in their financial future. Clients receive actionable recommendations that help grow wealth while protecting assets against market volatility.
Taxes
We prepare and file federal, state, and local tax returns with meticulous attention to accuracy and compliance. Our expertise benefits individuals, families, and businesses aiming to minimize liabilities and maximize refunds. We stay current on tax law changes to ensure every client receives the most advantageous outcome.
Retirement
We design and manage retirement strategies, including 401(k) and other investment accounts, to secure clients postwork income. Our services cater to individuals and employers who need professional guidance for longterm financial stability. We monitor portfolio performance and adjust allocations to preserve purchasing power throughout retirement.
Business Valuations
We conduct thorough business valuations for owners considering sale, merger, or succession planning. Our analysis incorporates financial statements, market conditions, and industry benchmarks to produce reliable fairvalue assessments. Clients gain clear insight into company worth, supporting informed strategic decisions moving forward.
Estate Planning
We provide comprehensive estate planning to protect assets and ensure orderly wealth transfer for families and business owners. Our services include wills, trusts, powers of attorney, and taxefficient distribution strategies. Clients receive personalized documentation that aligns with their values while minimizing estate tax exposure.
