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
Senior Tax Pro & Business Advisor NC Realtor® | Wheelux Realty 🏡
With over 18yrs of experience in the financial industry, I have built a reputation for delivering exceptional service to both individuals & businesses. What began as a local venture in the Charlotte area has now expanded to serve clients across more than ten states.
My mission is to empower both individuals, startup and small businesses to achieve sustainable growth and long-term success. Through dedication and innovation offering a comprehensive range of services including business formation, tax preparation, bookkeeping, payroll solutions, virtual tax support and notary services.
Driven by integrity, precision and a passion for excellence, I remain committed to helping my clients achieve financial clarity and confidence in every aspect.
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.
