Business Details
Trusted Tax and Financial Services in North Carolina
Our accounting firm was established to provide comprehensive accounting, tax, and financial solutions to businesses and individuals. With decades of combined experience, we specialize in tax return preparation, tax planning, and business consulting, serving corporations, partnerships, non-profit organizations, and individuals. Our team holds prestigious certifications including CPA and CFP designations, and we maintain active memberships in the American Institute of CPAs and North Carolina Association of CPAs.We prioritize personalized service, ethical standards, and continuous professional development to deliver expert-driven solutions. Our mission focuses on client-centric service through the Golden Rule, ensuring tailored financial strategies that address unique client needs while maintaining compliance with evolving tax regulations.
Services
Tax Return Preparation
Tax Planning
Business Consulting
Financial Planning
Investment Solutions
Highlights and features
- We offer 25+ years of experience in tax and financial services since 1996
- Our team holds CPA and CFP certifications for specialized expertise
- We focus on small business taxation and non-profit organizations
- Active members of AICPA and NCACPA professional organizations
- Personalized service with Golden Rule ethical standards
Services
Tax Return Preparation
We prepare federal and state tax returns for individuals, businesses, and non-profits with accuracy and compliance. Our team stays current with changing tax codes to maximize deductions while maintaining IRS compliance. Services include Form 1040 preparation, W-2 processing, and business tax filings for corporations and partnerships.
Tax Planning
Our proactive tax planning services help clients minimize liabilities through year-round strategy development. We analyze income streams, deductions, and credits to create optimized tax positions for individuals and businesses. This includes quarterly estimated tax calculations and compliance with North Carolina Department of Revenue requirements.
Business Consulting
We provide strategic guidance for small businesses on financial management, tax compliance, and operational efficiency. Services include entity structure analysis, payroll tax compliance, and financial reporting tailored to North Carolina's regulatory environment. Our consultants help businesses navigate state-specific tax obligations.
Financial Planning
Our CFP professionals develop comprehensive financial plans covering retirement strategies, investment management, and risk mitigation. We use advanced calculators for mortgage analysis, savings projections, and retirement withdrawal planning. Services integrate with tax strategies to optimize overall financial health.
Investment Solutions
We offer investment advisory services including portfolio analysis, asset allocation, and securities selection. Our approach combines tax-efficient strategies with risk assessment to build customized investment plans. We provide tools for yield-to-maturity calculations and retirement account contribution optimization.
People
Dwayne M Dills
CPA, CFP
Licensed CPA since 1996 with CFP certification since 2022. Specializes in small business taxation, non-profit consulting, and financial planning. Holds securities and insurance licenses since 2003. Active member of AICPA and NCACPA professional organizations.
Questions
What tax services do you offer?
We provide business and personal tax return preparation, tax planning, and compliance services with expertise in North Carolina and federal tax regulations.
Do you handle small business accounting?
Yes, we specialize in small business taxation, consulting, and financial planning with tailored solutions for local businesses.
Are you accepting new clients?
We are currently accepting new clients for tax preparation and financial planning services with limited office capacity.
How does hurricane relief affect tax deadlines?
IRS and NC Department of Revenue extended 2023-2024 tax deadlines to September 25, 2025 for Helene-affected areas in North Carolina.
