Business Details
24 Years
experience
Trusted Accounting & Tax Services in Rocky Mount, NC
Founded in 2002, our firm has served clients in Rocky Mount, NC, and beyond by providing comprehensive accounting, tax, and financial planning services rooted in Christian values. Our team of licensed CPAs brings decades of combined experience, emphasizing personalized service and technical excellence. We prioritize understanding each client's unique circumstances, offering tailored solutions for individuals, businesses, and nonprofit organizations. Our commitment to ongoing education ensures we stay current with evolving tax laws, while our faith-driven approach fosters trust and long-term relationships.We distinguish ourselves through year-round availability, IRS representation expertise, and a focus on guiding clients toward financial clarity and peace of mind. Our PFS-certified professionals extend our capabilities to advanced financial planning, integrating tax strategies with retirement and estate goals. Client testimonials consistently highlight our integrity, thoroughness, and compassionate service as hallmarks of our practice.
Services
Business Accounting
Tax Return Preparation
Estate Planning
Not-for-Profit Services
IRS Representation
Retirement Planning
QuickBooks Training
Payroll Services
Financial Planning
Estate & Gift Tax
Details
- Year established: 2002
Highlights and features
- Licensed NC CPAs with 40+ hours of annual continuing education
- Available year-round for tax and financial guidance
- Specialized in tax, accounting, and Christian-based financial planning
- Personalized service with a focus on client compassion and care
- Award-winning PFS credential holder on staff for advanced financial planning
What people say
Spot on thorough
Excellent customer service
Genuine compassion
Highly recommend
Available to answer questions
Services
Business Tax Return Preparation
We prepare comprehensive business tax returns for entities ranging from startups to established family-owned businesses. Our CPAs ensure compliance with federal and state regulations while identifying tax-saving opportunities. Clients benefit from our expertise in entity selection and year-round tax planning to optimize financial outcomes.
Individual Tax Planning
Our individual tax planning services combine return preparation with forward-looking strategies to minimize tax burdens. We analyze clients' financial situations to develop customized plans addressing retirement, investments, and life changes while maintaining IRS compliance through accurate reporting.
Estate & Gift Tax Services
We assist clients with estate and gift tax return preparation and long-term wealth transfer strategies. Our team provides guidance on trust structures, tax-efficient gifting, and probate planning to preserve family assets while aligning with clients' personal and philanthropic goals.
Not-for-Profit Support
Specialized services for nonprofit organizations include tax exemption applications, compliance reporting, and financial management. We help ministries and charitable entities maintain regulatory compliance while maximizing resources for their missions through tailored QuickBooks training and tax planning.
Financial Planning
Our PFS-certified professionals offer integrated financial planning covering retirement, investments, and risk management. We develop customized strategies aligned with clients' life goals while leveraging our tax expertise to enhance wealth preservation and growth opportunities.
People
Richard Overman
CPA
Licensed NC CPA since 1995 with over 25 years of experience. Founded the firm in 2002 to combine technical expertise with Christian service values. Specializes in business tax strategy and client relationship management.
Rebecca Parks
CPA/PFS
Award-winning CPA with the elite Personal Financial Specialist credential. Joined the firm in 2004 and became partner in 2016. Brings 7,000+ hours of financial planning experience to help clients achieve long-term wealth management goals through integrated tax strategies.
Leslie Jefferson
CPA
Licensed NC CPA with specialized expertise in individual tax compliance and nonprofit organization accounting. Provides technical oversight for tax return preparation processes while maintaining a client-focused approach to financial guidance.
Sonya Keel
CPA
Experienced tax professional with deep knowledge of individual and business tax regulations. Focuses on delivering accurate, understandable tax solutions while maintaining the firm's commitment to compassionate client service.
Tim Griffin
Support Staff
Key member of the client service team providing administrative support and coordinating client communications. Ensures smooth operations and timely responses to client inquiries within the firm's Christian service framework.
Questions
Why choose a CPA over other tax preparers?
Our licensed CPAs meet strict education requirements and maintain 40+ hours of annual continuing education. We provide year-round support and IRS representation capabilities that non-credentialed preparers cannot offer.
What specialized services do you offer beyond tax preparation?
We provide comprehensive financial planning with a PFS-certified professional, nonprofit organization support, business succession planning, and integrated tax strategies for retirement and estate planning.
How do you schedule an appointment?
Contact us through our website or phone to discuss your needs and coordinate a consultation time that works with your schedule, typically within 1-3 business days.
Do you offer year-round tax support?
Yes, unlike seasonal tax preparers, we provide ongoing tax guidance and financial planning services throughout the year to address evolving client needs.
What makes your firm different from other accounting practices?
Our unique combination of technical excellence, Christian service values, and personalized attention creates lasting client relationships focused on both financial and spiritual well-being.
How can I check my tax refund status?
Visit the IRS website for federal refunds or the North Carolina Department of Revenue portal for state refunds using the links provided in our resources section.
