About

We are a CPA firm in Rocky Mount, NC whose mission is to serve as a lighthouse providing 

accounting, tax and planning services in a manner that points to Jesus Christ. We approach 

our work as a service to our clients, helping them gain peace in a body of tax knowledge 

that can be quite confusing.

Business

Whether you are now considering starting or purchasing a business or you’re operating a 

third generation family-owned business, we enjoy coming alongside business owners to 

assist them as they navigate business and tax issues. Some of the services that may be of 

help to you follow:

• Accounting Services

• Bookkeeping/Write-up

• Business Income Tax Planning

• Business Tax Return Preparation

• Compilations

• Cash Flow & Budgeting Analysis

• IRS Representation

• New Business Planning & Entity Selection

• Non-profit Organizations

• Payroll Services

• QuickBooks Accounting Training Assistance

• Retirement Plan Selection

Individual

We enjoy working one-on-one with individuals to help make sense of tax rules that affect 

them. Not only do we “look back” by helping you with tax return preparation, but we 

emphasize looking forward to plan for changing situations and alternatives to reduce your 

tax burden. Our services to help individuals include:

• Cash Flow & Budgeting Analysis

• Individual Income Tax Planning

• Individual Tax Return Preparation

• IRS Representation

Estate And Gift

You may have the responsibility of handling a parent’s or loved one’s estate or you may be 

in a situation in which you need to deliberately determine the best methodology for gifting 

to your heirs – in either circumstance, and many situations in between, we can assist and 

help guide you in this area:

• Estate & Gift Tax Return Preparation

• Estate & Trust Planning