Business Details
10 Years
experience
Expert Accounting & Tax Services in Hickory NC
Founded in 2016, our firm combines decades of expertise with personalized service to meet the unique needs of businesses and individuals. Our principals bring over 35 years of combined experience in tax, accounting, and advisory services, specializing in complex areas like corporate dissolution, real estate taxation, and healthcare finance. We prioritize client relationships, offering tailored solutions that align with evolving financial goals. Our association with Blackburn Childers & Steagall CPAs expands our capacity to deliver assurance services while maintaining local accessibility. With a focus on accuracy and compliance, we serve clients across North Carolina and beyond, leveraging our deep understanding of federal and state tax regulations.Our teams commitment to continuous education ensures up-to-date guidance on tax planning, payroll management, and business succession strategies. Community involvement remains central to our values, reflected through leadership roles and volunteer work in local organizations. By outsourcing time-intensive tasks like bookkeeping and payroll, we help clients streamline operations and focus on growth. Our approach emphasizes transparency, ethical standards, and measurable outcomes, building trust through consistent, high-quality service delivery.
Services
Tax Preparation
Accounting Services
Payroll Management
Bookkeeping
Tax Planning
Business Succession Planning
Assurance Services
Details
- Year established: 2016
Highlights and features
- We offer 35+ years of combined experience in tax and accounting services.
- Our team specializes in complex areas like corporate dissolution and healthcare taxation.
- We provide personalized attention through local, client-focused service delivery.
- Our association with a regional CPA firm expands assurance service capabilities.
- We prioritize community engagement and ethical financial practices.
Associations and certifications
- AICPA
- North Carolina Association of Certified Public Accountants
- Chartered Global Management Accountant
Services
Tax Preparation
We prepare federal and state tax returns for individuals, partnerships, and corporations while ensuring compliance with evolving regulations. Our team specializes in complex scenarios like business sales, real estate exchanges, and healthcare tax issues. Clients receive strategic planning to minimize liabilities and maximize refunds.
Accounting Services
Our services include payroll processing, bookkeeping, and financial reporting tailored to small businesses. We handle daily accounting tasks while maintaining compliance with tax laws. Clients gain accurate financial insights to support informed decision-making and operational efficiency.
Tax Planning
We develop year-round tax strategies for individuals and businesses, covering estate planning, entity selection, and succession planning. Our approach addresses unique needs like S corporation taxation and healthcare industry challenges while ensuring long-term financial optimization.
Business Succession Planning
We guide business owners through succession planning, including entity dissolution and ownership transfers. Our strategies ensure smooth transitions while addressing tax implications and preserving business value for future generations.
Assurance Services
Through our partnership with Blackburn Childers & Steagall CPAs, we offer audits, reviews, and fraud investigations. This collaboration provides access to regional expertise while maintaining personalized service for local businesses requiring financial verification.
People
Patricia C. Fleming
CPA, CGMA
With over 35 years of experience, Pat specializes in corporate tax, healthcare finance, and business succession planning. She holds CPA and CGMA certifications and previously served as Corporate Tax Director for a healthcare company.
Kay Pennell Herman
CPA
Kay brings decades of expertise in individual and small business tax solutions, with experience in corporate formation and dissolution. She is a member of the North Carolina Association of CPAs and active in local community organizations.
Questions
What accounting services do you offer for small businesses?
We provide payroll management, bookkeeping, tax compliance, business entity selection, and succession planning tailored to small businesses.
Do you handle complex tax situations for individuals?
Yes, we specialize in individual tax planning, real estate exchanges, estate planning, and representation during tax audits.
How does your firm approach tax planning for corporations?
We focus on year-round planning for corporate tax optimization, business dissolution strategies, and entity structure recommendations.
Can you assist with healthcare industry accounting needs?
Our team has specialized experience in healthcare finance, including facility construction, payroll tax compliance, and operational budgeting.
What assurance services are available through your firm?
Through our partnership with Blackburn Childers & Steagall CPAs, we offer audits, reviews, and forensic accounting services.
