Tax Organizer

Click on the image below to view and print our tax questionnaire and organizer.

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Local North Carolina Tax and Accounting Professionals

Our firm boasts three full-charge bookkeepers/payroll specialists. Combined, they have over 30 years of experience in public accounting. By passing stringent licensing requirements, members of this team have earned the designation of Certified Payroll Specialist as licensed by the National Association of Certified Public Bookkeepers.

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. www.finra.org. Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the State of North Carolina. This is not an offer to sell securities in any other state or jurisdiction.

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