About Us
We specialize in taxes, teaching financial literacy, and helping you leverage opportunities to make your money rise!
Trust the Professionals
You can trust our team to help you through the process of filing your taxes. From beginning to finish, we provide education and quality customer care so you better understand how your finances are working for you.
The Team
Star
Tax Professional
I’ve been in the in the financial industry for over 15 years. I began providing services to local businesses and individuals in the Charlotte area.
I aim to see growth and success of small businesses and startup companies and have been growing enthusiastically each year, in both income tax preparations, bookkeeping, payroll services, and now - virtual tax prep.
Taleah Sweeny
Office Manager / Tax Pro
I’ve been working in the finance industry for 5 years.
My skills include multi-tasking, attention to detail, and being a great team player. I enjoy being an advocate for my clients ensuring that I am providing stellar service.
In my free time I enjoy spending time with family and close friends, driving trucks and horse back riding.
