Our mission is to become your most trusted advisor regarding your accounting, tax, financial and estate planning matters. With over 30 years of experience, our firm works with individuals located throughout the United States and aboard, along with local and multi-national companies of all sizes to fulfill their financial needs.
We assist with all areas of accounting, auditing and taxation matters. We provide income tax preparation, IRS representation and financial services in education, retirement and estate planning. Keeping abreast of the latest technological advances allows us to provide you with secure electronic transferring of your data.
We are a member of both the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.
Alexander Guess, CPA
Alex has a Business Management & Finance degree from the University of South Florida. He has been a licensed CPA since 1991. In addition to being a CPA, he is a registered representative who offers securities through Equitable Advisors, LLC (212-314-4600), member of FINRA/SIPC. Alex is currently one of five members appointed to sit on the North Carolina Tax Commission. Alex was first appointed in 2015 by former Governor Pat McCrory and was reappointed in 2023 by NC Speaker of the House, Tim Moore.