In an effort to protect the health and well-being of our team and clients, we will no longer meet clients in person and will start operating on a virtual basis. Here is what you need to know:


  • Our staff will continue to operate but our office is closed to our clients and the public.

  • We will continue to be available by phone or email. 828-277-4177 or This email address is being protected from spambots. You need JavaScript enabled to view it.

  • You may send us your tax documents by uploading to our secure client portal, by mail  or simply putting your tax information in our locked mail box to the left of our front door.

  • Once we receive your information, we will contact you if we have any questions, then call or email you once your tax returns are complete.

  • Rather than physically coming to our office to pick up your tax returns, we will finalize them (signatures, payment for our fee, providing copies to you, etc.) via our secure portal or by mail.

As you are aware, life as we know it is rather challenging for the short term. We will keep you updated as we may need to adjust our plans.

Important Annoucements regarding filing and payment due dates:

  • The 2019 Federal and NC Tax Filing Due Date has been extended until July 15, 2020.

  • Federal Tax Payments can be deferred90 days following the 4/15 deadline until July 15, 2020 including 1st quarter 2020 estimated tax payments. No interest or penalties will be assessed.

  • NC Tax payments may be deferred without penalty but, at this time, interest will still be assessed for payments made after 4/15.

  • 2019 Refunds WILL NOT be delayed. This means refunds will be issued as normal.


As always, we are here to help you navigate through the 2019 Tax Season.  Don't hesitate to call or email, but please be patient as we attempt to respond to your questions and concerns. 


We encourage you to stay as safe as possible and wish you continued health during this difficult time in our country.


Jim, Jody & Katie