From tax planning to bookkeeping, we’re here to make managing your finances easy and effective.
From the start, we recognized the need for clear, trustworthy financial guidance. Today, we’re dedicated to meeting that need for every client.
Get to know the people who bring knowledge, dedication, and care to your financial journey.
From tax strategy to bookkeeping, we’re dedicated to helping you succeed.
Courtney is an Enrolled Agent authorized by the U.S. Department of the Treasury, specializing in tax preparation, planning, and resolution for individuals and businesses.
With an MBA from the University of Alabama in Huntsville and a background in compliance, she’s dedicated to delivering tailored financial solutions to empower her clients.
Outside of work, Courtney and her husband Michael enjoy traveling, exploring new foods, and outdoor adventures together.
Christina, known to friends and colleagues as Chris, has built a successful career in accounting and finance over the past 15 years.
Her strengths in financial management, analysis, and strategic planning make her a valuable asset to our team.
Outside of work, Chris enjoys audiobooks, cycling, and all genres of music. Residing near Raleigh, North Carolina, she balances her career with raising three children, embracing both family life and her professional journey with dedication.
