Business Details
38 Years
experience
Certified Public Accountants in Greensboro, NC
Established in 1988, our firm has built a reputation for delivering high-quality accounting and tax services to individuals, small businesses, and non-profit organizations. Our team of certified public accountants combines decades of experience with a commitment to personalized service, ensuring clients receive tailored financial solutions. We specialize in tax preparation, audit services, QuickBooks support, business formation, and non-profit accounting, backed by a dedication to professionalism and technical excellence.Our proactive approach to evolving financial regulations and client needs ensures we provide forward-thinking advice while maintaining a family-oriented, client-first philosophy. With deep roots in the Greensboro community, we prioritize transparency, ethical practices, and long-term client relationships to help businesses and individuals achieve financial success.
Services
Tax Preparation
QuickBooks Services
Audits Reviews
Business Formation
Non-Profit Accounting
Details
- Year established: 1988
Highlights and features
- We have over 35 years of experience serving Greensboro and surrounding areas.
- Our team includes CPAs with specialized expertise in tax, audit, and non-profit accounting.
- We offer comprehensive services from QuickBooks setup to IRS problem resolution.
- Our client-first approach prioritizes personalized attention and proactive financial guidance.
- We combine technical excellence with community-focused values for lasting relationships.
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing for individuals and businesses. We specialize in navigating complex tax codes to maximize deductions while maintaining compliance. Clients benefit from personalized strategies to minimize liabilities and avoid penalties.
QuickBooks Services
We provide QuickBooks setup, training, and ongoing support to streamline financial management. Our solutions help businesses maintain organized records, generate financial reports, and improve cash flow tracking for better decision-making.
Audits Reviews
Our audit and review services offer varying levels of assurance for financial statements. From full audits to limited reviews, we help businesses meet regulatory requirements and build trust with stakeholders through transparent financial reporting.
Business Formation
We guide entrepreneurs through business formation, including entity selection, tax planning, and compliance setup. Our services ensure new businesses establish strong financial foundations while optimizing legal and tax structures.
Non-Profit Accounting
Specialized accounting for non-profits includes tax-exempt compliance, Form 990 filings, and financial statement preparation. We help organizations maintain IRS compliance while managing grants, donations, and program-specific reporting requirements.
People
Brett Koceja
CPA
Brett has served small businesses and non-profits since 1988. He graduated from UNC-Chapel Hill and is active in local community and church organizations.
Jonathan Apple
CPA
Jon specializes in tax planning with 24+ years in public accounting. He graduated from Elon College and leads local Boy Scout programs while serving diverse clients.
Vicki Kendrick
CPA
Vicki provides tax and audit services since 1997. A UNC-Greensboro graduate, she focuses on small business and non-profit clients with personalized financial solutions.
Mary Kelly Wetzel
CPA
Mary Kelly serves small businesses and non-profits with tax planning and accounting expertise. She graduated from UNC-Chapel Hill and holds a certificate from Guilford College.
Daniel Powers
CPA
Dan brings extensive tax consulting experience to small businesses. A University of Mississippi graduate, he contributes industry-specific strategies for business owners across sectors.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, QuickBooks setup, financial statement preparation, payroll processing, and tax compliance services tailored to small business needs.
How do you help with IRS tax issues?
Our team assists with tax notices, audits, payment plans, and penalty abatements to resolve IRS disputes while minimizing financial impact.
Can you help set up a new non-profit organization?
Yes, we handle 501(c)(3) applications, Form 990 filings, and accounting system setup to ensure non-profits maintain tax-exempt compliance.
What's the difference between an audit and a review?
Audits provide the highest assurance through detailed testing, while reviews offer limited assurance using analytical procedures without third-party verification.
Do you offer QuickBooks training for business owners?
Yes, we provide customized QuickBooks training to help business owners and staff efficiently manage accounting tasks and financial reporting.
