Business Details
Your Trusted Partner for Accounting Solutions
We are a boutique accounting firm dedicated to providing clear solutions to complex financial challenges. Our team approach combines over 100 years of collective experience to deliver tailored strategies that align with each client's unique objectives. Specializing in business consulting, tax planning, forensic accounting, and real estate financial services, we prioritize collaboration and client integration into our processes. Our professionals hold prestigious accreditations including CPA, CFF, and ABV, ensuring technical excellence across all engagements. With deep roots in Wilmington's business community, we serve entrepreneurs, developers, and individuals navigating complex financial landscapes.Our commitment to integrity, innovation, and personalized service has sustained client relationships spanning decades. We distinguish ourselves through creative problem-solving in business restructuring, estate planning, and strategic financial advisory services. Our team's board-level experience with local institutions enhances our capacity to deliver actionable insights. Through continuous engagement with evolving tax regulations and forensic accounting standards, we maintain our position as trusted advisors for both routine and specialized financial needs.
Services
Accounting Services
Tax Preparation
Forensic Accounting
Business Valuation
Estate Planning
Bankruptcy Consulting
Highlights and features
- We offer over 100 years of combined experience in accounting and financial planning
- Our team holds multiple industry-leading accreditations including CPA and CFF
- We specialize in creative solutions for complex real estate and business transactions
- Our professionals have served on boards of major local financial institutions
- We provide personalized service with proven expertise in bankruptcy restructuring
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- North Carolina Association of Certified Public Accountants (NCACPA)
- Certified in Financial Forensics (CFF)
- Accredited in Business Valuation (ABV)
- Certified Global Management Accountant (CGMA)
- Personal Financial Specialist (PFS)
What people say
Integrity and professionalism
Creative solutions
Highly recommended
Reasonable costs
Breath of fresh air
Services
Accounting Services
We provide comprehensive accounting services including financial statement preparation, payroll processing, and QuickBooks management. Our team handles business entity management, property association accounting, and multi-entity financial reporting. With expertise in compliance and financial controls, we ensure accurate record-keeping for businesses of all sizes.
Tax Preparation
Our tax services cover individual and business returns for corporations, partnerships, S-Corps, trusts, and estates. We specialize in complex tax situations and offer strategic planning to optimize tax efficiency. Enrolled Agents on staff provide expert representation for IRS matters and audit resolution.
Forensic Accounting
We conduct detailed financial investigations for litigation support, including fraud detection and business valuation. Our certified forensic accountants provide expert testimony and analysis in legal proceedings. Services include tracing financial transactions and quantifying economic damages.
Business Valuation
Our valuation services determine business worth for sales, mergers, or legal matters. Using accredited methodologies, we analyze financial performance, market position, and asset values. This service supports strategic decision-making for business owners and investors.
Bankruptcy Consulting
We guide individuals and businesses through bankruptcy processes with compliance expertise. Our services include plan structuring, creditor negotiations, and financial reorganization strategies. We provide ongoing advisory support during and after bankruptcy proceedings.
People
Vincent, Jon T CPA
President and CEO
CPA with 40+ years experience specializing in business consulting, forensic accounting, and real estate finance. Holds multiple accreditations including CFF and ABV. Active community leader with board roles at local financial institutions.
Stephani Garrett
Project Manager
Manages private funding projects and real estate transactions since 2002. Coordinates technical support and client communications. Licensed notary public with expertise in project coordination and client relationship management.
Sheila Woods
Tax Specialist
Enrolled Agent with 15+ years preparing complex tax returns for individuals and businesses. Specializes in QuickBooks and IRS representation. Focuses on tax planning and compliance for diverse business structures.
Adam Nicholas
Real Estate Broker
Licensed commercial real estate broker assisting with property acquisitions and development projects. Provides market analysis and transaction support for commercial and residential developments since 2012.
Bobbi Anne Dorvee
Director of Research
Business management graduate with global accounting experience. Oversees quality control and research initiatives. Manages complex accounting tasks and client support operations since joining in 2018.
Questions
What accounting services do you offer?
We provide full-service accounting including bookkeeping, financial reporting, payroll processing, and QuickBooks management for businesses and individuals.
Do you handle complex tax situations?
Yes, our Enrolled Agents specialize in complex tax returns and IRS representation for individuals and businesses with intricate financial structures.
What forensic accounting credentials do you hold?
Our team includes CPAs with Certified in Financial Forensics (CFF) credentials who provide expert analysis and litigation support services.
How do you assist real estate clients?
We offer specialized services for real estate professionals including transaction structuring, financing solutions, and development project accounting.
What areas do you serve?
Primarily serving Wilmington, NC and surrounding areas including Brunswick and New Hanover Counties.
