We invite you to view our site and feel free to call our office with any questions you may have. In addition to providing you with a profile of our firm and the services we provide, our website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.
As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors (in our Links section).
Highlights, Specialties & Features
- International Tax And Accounting
- Tax Advice, Accounting, Corporate Finance
|City||Charlotte , NC|
|Address||10837 Mt. Holly Road|
|Phone Number||(704) 377-5209|
A professional Chartered Accountant with over 15 years experience in the audit and accounting industry. After training with PWC in the 80's and early 90's, and spending time in commerce, Craig bought into his own accounting and audit practice providing accounting, audit and tax services to a range of clients from small businesses to the likes of Cisco's monthly accounting services.
Craig has a Bachelors degree majoring in Accounting, Auditing and Tax, and is a Chartered Accountant (equivalent to a CPA) and International Associate member of the AICPA. He has passed his Series 65 certification in order to register as a Registered Investment Advisor.
Products & Services
Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
~ Bookkeeping/ Write-Up
~ Business Entity Selection
~ Estate, Financial and Retirement Planning
~ Estate & Trust Tax Preparation
~ IRS Representation
~ Payroll Services
~ Sales Tax Services
~ Tax Planning and Preparation