Serving clients for over 60 years!
New Credentials and New Offerings! 2025 was a big year! In February, I completed the Master of Accounting degree at UNC Chapel Hill. Through the summer, I completed a three-exam series to be designated as an IRS Enrolled Agent. Contrary to how it sounds, that doesn’t mean I work for
Common Tax Credits A tax credit is a dollar-for-dollar reduction in your amount of tax. There are two types of credits, refundable and nonrefundable. Refundable credits are allowed even if the amount of credit is more than your tax. For example, if your tax is $100 and you have a $150
The Senior & Standard Deductions Taxpayers over 65 will receive a deduction of $6,000 in addition to the standard deduction (and the additional standard deduction for those over 65). There is a phaseout for this deduction beginning at $75,000 ($150,000 MFJ). This is the only new deduction that married separate
Individual, Trust, and Estate Tax Preparation and Planning
Accounting, Payroll, Tax Preparation and Advisory services for business.
Debt, Notice, and Audit Resolution services for IRS and state authorities.