Business Details
36 Years
experience
Trusted Accounting Services in Beaufort, NC
Established in 1990, our firm has served the Carteret County community since 1983, delivering quality accounting services with a focus on personalized attention and small-town values. Our team of nine professionals, including five certified public accountants, brings decades of collective experience to help individuals and businesses navigate complex financial landscapes. We specialize in tax preparation, bookkeeping, payroll services, and financial statement compilations, prioritizing client relationships and ethical standards. Our expertise in business entity structuring and tax planning helps clients protect assets and minimize liabilities.With deep roots in Beaufort and surrounding areas, we combine local knowledge with technical proficiency to deliver tailored solutions. Our commitment to continuous education ensures compliance with evolving regulations while maintaining transparency in all client interactions. Over 30 years of service have solidified our reputation for reliability, precision, and community dedication. We approach each engagement with meticulous attention to detail, fostering long-term partnerships built on trust and measurable results. Our mission remains centered on simplifying financial complexities while upholding the highest professional standards.
Services
Tax Preparation
Bookkeeping
Payroll Services
Financial Statements
Business Planning
Estate Tax Planning
Entity Structuring
Compliance Filings
Details
- Year established: 1990
Highlights and features
- We offer 30+ years of local accounting expertise in Carteret County
- Our team includes five experienced CPAs with decades of combined service
- Specialized in tax planning and business entity structuring strategies
- We provide personalized attention with transparent, ethical practices
- Proven track record of accurate financial reporting and client satisfaction
Services
Tax Preparation
We prepare individual and business tax returns for corporations, partnerships, proprietorships, estates, and trusts. Our team handles complex filings while ensuring compliance with federal and state regulations. Specializing in minimizing tax liabilities through strategic planning, we serve clients across Carteret County with accurate, timely submissions.
Business Planning
Our experts advise on optimal business structures and succession planning. We provide guidance for mergers, acquisitions, and sales while developing tax-efficient strategies. With deep understanding of local market dynamics, we help entrepreneurs establish and grow sustainable businesses through comprehensive financial roadmaps.
Bookkeeping
We maintain accurate financial records and generate detailed reports for businesses. Our services include accounts payable/receivable management, payroll processing, and financial statement preparation. Using modern accounting practices, we ensure transparency and regulatory compliance while providing actionable insights for business decision-making.
Estate Tax Planning
Our specialists develop strategies for estate, gift, and trust planning to preserve wealth across generations. We navigate complex inheritance laws and tax implications to create customized solutions. Clients benefit from proactive planning that protects assets while aligning with personal and financial objectives.
Compliance Filings
We handle mandatory filings for businesses and individuals, including payroll taxes and corporate disclosures. Our team stays current with changing regulations to ensure complete compliance. From routine submissions to specialized reporting requirements, we provide thorough documentation that meets all legal obligations.
People
Brad Piner
Owner, CPA
A Beaufort native with 40 years in accounting, Brad earned his CPA in 1985 after graduating from UNC-Wilmington. He purchased the firm in 1990 and has built a reputation for ethical, client-focused service while maintaining deep community ties.
Charlene Fulcher
CPA
Charlene has served Carteret County since 1983, earning her CPA in 1987 after graduating with honors from Campbell University. She specializes in local business accounting and has maintained continuous service in the Beaufort office for over three decades.
Jaime McCarthy
CPA
A Beaufort native, Jaime joined the firm in 1994 after graduating from UNC-Wilmington. She became a CPA in 2000 and focuses on tax services, bringing 30 years of experience in helping individuals and businesses with financial planning.
Kelley Leach
CPA
Kelley, a Beaufort native, joined the firm in 2009 after completing her Master of Accounting at UNC-Wilmington. She earned her CPA in 2011 and specializes in financial reporting, providing expertise to local businesses and organizations.
Corey Fulcher
CPA
Corey joined the team in 2014 after graduating magna cum laude from UNC-Wilmington and completing his Master of Science in Accountancy. He focuses on business tax strategies and has built strong relationships with local entrepreneurs since obtaining his CPA certification.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, payroll processing, financial statement compilations, business entity structuring, and estate tax planning for individuals and businesses.
How long have you served Carteret County?
Our team has served the community since 1983, with the official firm established in 1990, offering three decades of local expertise.
Are your accountants certified professionals?
Yes, our team includes five certified public accountants with extensive experience in tax and financial services.
What areas do you serve?
We primarily serve Beaufort, Morehead City, Atlantic Beach, and Harkers Island in North Carolina.
How do you handle complex tax situations?
Our specialists focus on business entity structuring, mergers, acquisitions, and estate planning to optimize tax outcomes.
