This page is intended to provide relevant, 

up-to-date content for our clients and visitors.

About Us

Current Issue

JUNE 2020 (Vol.18, No.6)


  -  Unemployed Due to COVID-19?

  -  Paycheck Protection Program Reminders 

  -  Stimulus Letter from President Trump


Past Issues


MAY 2020 (Vol. 18, No. 5)


    -   Financial Help for Small Business Owners & Individuals During COVID-19    

    -   Tax Relief Provided by the CARES Act  


APRIL 2019 (Vol. 18, No. 4) - COVID-19 Edition


   -  COVID-19 Statement to Our Clients      

   -  2nd Quarter 2020 Due Dates      


MARCH 2020 (Vol. 18, No. 3)


   - The Impact of SECURE Act      

   - Need a Small Business Tax Extension?      


FEBRUARY 2020 (Vol. 18, No. 2)


   - Tips for Paying Estimated Taxes     

   - Do I Have to File a Gift Tax Return?      

   - Benefits of a Power of Attorney      


JANUARY 2020 (Vol. 18, No. 1)


   -  New Year's Resolutions      

   -  Form 1040-SR      

   -  1st Quarter 2020 Due Dates      

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Employment Forms

  • I-9 Employment Eligibility Verification  Form I-9 is used for verifying the identity and employment authorization of individuals hired for employment in the United States. All US employers must ensure proper completion of Form I-9 for each individual they hire for employment in the United States. (Jul 2017)
  • NC-4  Employee’s Withholding Allowance Certificate  Complete Form NC-4 so that your employer can withhold the correct amount of State income tax from your pay. If you do not provide an NC-4 to your employer, your employer is required to withhold based on the filing status, “Single” with zero allowances. (2018)
  • W-4  Federal Employee’s Withholding Allowance Certificate  Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. Consider completing a new Form W-4 each year and when your personal or financial situation changes. (2020)

Misc. Business Forms

  • W-9 Request for Taxpayer Identification Number & Certificate  The W-9 is an official form furnished by the IRS for employers or other entities to verify the name, address, and tax identification number of an individual receiving income. The information taken from a W-9 form is often used to generate a 1099 tax form, which is required for income tax filing purposes. (Oct 2018)
  • 8822 Change of Address  For Individual, Gift, Estate, or Generation-Skipping Transfer Tax Returns (Oct 2015)

New Businesses

  • New Business Packet Request  The new business packet is designed for businesses that have recently opened or are getting ready to open in North Carolina. The packet includes information about some of the services the NC Department of Labor provides.
  • NC-BR  Business Registration Application  For Income Tax Withholding, Sales and Use Tax, and Other Taxes and Service Charge (Oct 2019)
  • SS-4  Application for Employer Identification Number For use by employers, corporations, partnerships, trusts, estates, churches, government agencies, Indian tribal entities, certain individuals, and others. (Dec 2017)

Current Clients

Are you a small business owner?

Our accountant is an expert in small business accounting, tax,

payroll, bookkeeping & financial services. 

Let us help you grow! 



Compliance & Reporting


We provide tax services for individuals and businesses and engage the IRS on your behalf.  



Compliance & Reporting



We provide cost-effective payroll solutions tailored for your company’s needs so you can focus on running your business.  


Compliance & Reporting

Compliance & Reporting

Compliance & Reporting

We handle all of our financial reporting and make sure you are compliant in all required federal, state and local rules.