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Specialties
Individuals rely on us to assist them with navigating the changing and complex tax laws for tax planning and preparation. We work with high net worth clients as well as individuals that have various activities that require the knowledge of a Certified Public Accountant. Some of those activities are rental activities, self employed businesses, and employee stock options.
Navigating through business tax laws can be a challenge to many business owners. We assist our business clients in tax planning and preparation services. We view ourselves as your trusted advisor. For clients with one or several business owners, we help you plan for growth, increase profits and minimize taxes. For larger businesses we assist in your regulatory and compliance needs, For smaller businesses we can provide services consistent with the duties of a chief financial officer.
History
Established in 2004.
CIndy Balentine established the firm in 2004 after gaining 10 years of experience working for other public accounting firms in the Raleigh area.
Glenn Borg joined the firm in 2007. He has over 20 years of public accounting experience working with businesses and individuals.