Thank you for taking time to check out my firm profile. Let me tell you about me and my practice.
I am a North Carolina-licensed Certified Public Accountant (Certificate # 15023) with 30+ years of tax, accounting, and business experience in both public practice and private industry. I have a B.B.A. in Accountancy from the University of Mississippi in my native state. I worked with Arthur Andersen & Co. in Houston, New Orleans, and Jackson, MS prior to moving to Greensboro, NC in 1984. I was a tax partner in the Greensboro office of McGladrey & Pullen, a national firm, and spent 11 years as a CFO in private industry prior to opening my tax and accounting practice.
Over the years I have worked in many areas of tax and accounting in a myriad of industries and with all types of entities and tax structures. I have extensive tax and consulting experience and have assisted hundreds of clients with their financial matters. I bring a valuable view to assist you in achieving your financial goals.
I am a member of the American Institute of CPA's (Tax Section), the North Carolina Association of CPA's (NCACPA), and past President of the Piedmont chapter of the NCACPA. I also served in the past on the Board of Advisors for the J. Nelson Young (UNC-CH Law School) Tax Institute and the Board of Directors of the Mississippi Tax Institute.
I have served my communities in numerous ways including coaching Little League baseball, and serving with Habitat for Humanity, United Way, Friends of the Greensboro Library, and other local civic, charitable, and educational organizations. I presently serve on the Boards of Caldwell Academy (Vice-Chairman and Treasurer) and Vessels of Mercy Prison Ministry (Treasurer).
My goal is to provide outstanding service to my clients through professionalism, responsiveness and quality of service.
Professionalism
You expect professionalism from a CPA, and I'm proud to serve in a profession that seeks its clients' interests above one's own interests. By combining knowledge, experience and desire to serve my clients well, each client receives close personal and professional attention.
Responsiveness
My goal is to be responsive to my clients' needs, both requested needs and anticipated needs. My commitment to my clients is to give competent advice and fast, accurate service.
To see a listing of services provided, please take a moment and look at the Services page.
Quality
An accounting practice is known for the quality of its service, and I believe quality of services you will receive will more than meet your expectations. My primary goal as a trusted advisor is to be available to provide insightful advice to enable my clients to make informed financial decisions.
It is extremely important to me to continually read and professionally educate myself to improve my technical expertise, financial knowledge and service to my clients.