Nature of Practice

I opened my practice here in Wilmington in 1994. I’m a sole practitioner by choice, although I consult, advise, and work extensively with other accounting firms, financial planners, bankers, and attorneys here in the area. My clients are individuals, small corporations and partnerships(LLCs), and non-profit organizations throughout the community. I serve retailers, contractors, builders, manufacturers, and service businesses among others. I only work with those clients whom I believe I can assist efficiently and effectively. Because my practice is not as large as some, I tend to know my clients on a first-name basis. I have no clients who are unimportant to me. My practice is dedicated to quality service, professionalism, and courtesy.
 

Background

I’m a Wilmington native. My parents and grandparents lived and worked here as well. I’m a graduate of both the University of Miami and the University of North Carolina at Wilmington. In years past I have served as on officer on the Board of Directors of Cape Fear Youth Soccer Association, Cape Fear Habitat for Humanity, and Winter Park Optimist Club.
 

Professional Association and Peer Review

My firm is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants. Once in every three years, my firm participates in a peer review, which is a critique and measure of my adherence to current professional accounting standards, timely professional development through continuing education, and ability to properly prepare financial information in the form of statements and notes for presentation to management and others. 
 

Location

My office is in Lumina Station off of Eastwood Road here in Wilmington. Give me a call for more specific directions as to how to find me. I look forward to working with you. Please contact me if I can help with your accounting and taxation needs!