In an effort to protect the health and well-being of our team and clients, we are meeting clients by appointment only. We request you wear a mask when you visit and stay home if you are not feeling well. We continue to offer our "no contact service" by exhanging documents by mail or digitally though our secure portal. 


Here is what you need to know:


  • Our staff will continue to operate but our office is open by appointment only.

  • 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.

  •  Once your returns are completed, we can schedule a brief appointment or we can finish up 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 & 2nd quarter 2020 estimated tax payments. No interest or penalties will be assessed.

  • If you plan to file an extension until 10/15/2020, the extension must be filed by 7/15/2020.


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