125 Remount Road
Suite C-1 PMB2002
Charlotte, NC 28203
An Oasis of Wealth, Management, & Peace of Mind
Start A Retirement Fund For As Little As $25 Down.. Leave Your Job & You Never Have To Start Over!!
Taking the Stress Out of Your Financial Concerns
Whether you need help preparing your personal or business taxes for the current or prior year, credit counseling, setting up your business, creating a business plan, or need help passing a financial or forensic audit, we've got you covered!
You'll always be in good hands when you hire us because we have years of extensive industry experience. We know exactly how to deliver complete client satisfaction. For your convenience, electronic filing (e-file), refund advances, and filing through my mobile app are available. There is no need to leave the convenience of your home. We can also serve as your notary public! Browse through our site to learn more about how we can help you. Contact us today!
Our mission is to help our clients prosper by providing them with a wide array of professional and personal services, products, and solutions to help better manage your finances and employees. We endeavor to provide superior client service and build long-term client relationships. We provide timely, proactive, and innovative services to businesses, their owners, and families. Understanding that serving our clients is the reason we are here has been fundamental in our company's growth and success. We provide investment/financial products and services to meet the needs of our clients and deliver superior returns. Through the aspirations of our families, businesses’, and employees, our client’s growth and development are realized, and enhanced values are achieved for everyone.
Wealth, Management, and Peace of mind….
About The Founder of Our Company
Our company was established by Nakia Harrell, Accountant, MBA. She has been preparing taxes and giving financial advice since 2001. She has worked at Jackson Hewitt, a small tax service, and in big banking. Eventually, she started K Harrell's Financial Service to help those that want to invest or improve their financial situation.
Thank you so much for for making our experience so seamless and easy. You were extremely professional, gave helpful advice for the new tax year, and accurately prepared our taxes. We will definitely be returning next year to have our taxes prepared- BJ Scott III