Business Details
50+ Years
experience
Trusted Audit, Tax & Advisory Services in Raleigh, NC
Founded in 1957, our firm has proudly served Raleigh businesses and families for over six decades. Our experienced team specializes in tax, audit, and advisory services tailored to meet the unique needs of our diverse clientele. Rooted in a foundation of trust, service, and stewardship, we combine deep technical expertise with a genuine commitment to service. We treat our clients like trusted partners, providing transparent, client-first advice and full-service solutions including tax planning, financial statement preparation, and wealth management. With decades of experience across real estate, business ownership, and estate planning, we deliver precise, compliant financial guidance.Our team of certified professionals ensures accurate, timely financial statements that empower confident decisions. We prioritize personalized service, offering fee-only fiduciary guidance and multi-state tax solutions. Our legacy of integrity and local market knowledge positions us to address complex financial challenges. We are dedicated to helping businesses and individuals achieve financial confidence through holistic strategies and proactive compliance. Let us simplify your finances with our decades of trusted leadership.
Services
Tax Services
Accounting & Auditing
Wealth Management
Financial Advisory
IRS Correspondence
Details
- Year established: 1957
Highlights and features
- We have over 60 years of experience serving Raleigh businesses.
- We treat clients like trusted partners with personalized service.
- We offer full-service tax, audit, and wealth management solutions.
- We operate under a fiduciary standard for transparent advice.
- Our team includes certified CPAs with local market expertise.
Services
Tax Services
We help individuals, families, and businesses navigate federal and state tax laws with precision. Our services include income tax preparation, multi-state filings, and audit support. We focus on maximizing savings while ensuring compliance with evolving regulations.
Accounting & Auditing
From bookkeeping to audits, we ensure accurate financial statements that withstand scrutiny. We provide compilations, reviews, and full audits to support confident business decisions. Our team handles payroll and day-to-day accounting needs.
Wealth Management
We develop long-term strategies to protect and grow your wealth. Our services include retirement planning, estate planning, and tax-efficient investment strategies. We act as fee-only fiduciaries to prioritize your financial goals.
IRS Correspondence
We assist with IRS audits, correspondence, and resolution of tax discrepancies. Our experts provide guidance to address notices and ensure compliance. We aim to minimize stress during tax-related conflicts.
Financial Advisory
We offer strategic advice for business owners and individuals. Our advisory services cover entity structuring, multi-state compliance, and financial planning. We combine technical expertise with personalized guidance for sustainable growth.
People
Chuck Averre
Principal
Chuck Averre leads with expertise in tax and business advisory, serving Raleigh clients for decades. He focuses on delivering strategic financial solutions tailored to local businesses.
Tina Roberts Purvis
Principal
Tina Roberts Purvis specializes in audit and accounting services, ensuring accuracy and compliance for diverse clients. She brings decades of experience in financial statement preparation and analysis.
Tim Avent
Principal
Tim Avent provides comprehensive tax planning and advisory services, helping clients optimize savings and navigate complex regulations. He prioritizes personalized, client-focused solutions.
Ashley Jones
Principal
Ashley Jones focuses on wealth management and estate planning, guiding clients toward long-term financial security. She emphasizes transparent, fiduciary-driven advisory services.
Wendy Warner
CPA
Wendy Warner handles tax compliance and consulting, ensuring clients meet obligations while minimizing liabilities. Her expertise spans individual and business tax strategies.
Questions
What accounting services do you offer?
We provide tax preparation, audits, financial statement compilation, bookkeeping, payroll services, and IRS dispute resolution tailored to businesses and individuals.
How are you different from other accounting firms?
We combine 60+ years of local Raleigh experience with personalized service, acting as fee-only fiduciaries committed to transparent, client-first advice.
Do you handle multi-state tax filings?
Yes, we specialize in multi-state tax compliance and entity-specific filings for businesses operating across state lines.
What industries do you work with?
We serve diverse sectors including real estate, professional services, healthcare, and family-owned businesses with tailored financial solutions.
