125 Remount Road
Suite C-1 PMB2002
Charlotte, NC 28203
CEO/ Accountant / Certified Credit Counselor
CEO and President of the company. Nakia has been an accountant for over 8 years. She has a MBA and a MS Business Administration, Public Accounting. She has extensive experience in auditing, accounting, banking, internal controls, and taxation. She works hard to help small business owners attain their financial dreams, enabling them to grow their business.
Tax Preparer / Bookkeeper
Francine has over 10 years of bookkeeping, accounting, and business, non-profit, and personal tax preparation experience. She has worked for H&R Block and an accounting firm. She has personally performed accounts payable, accounts receivable, processing payroll, and bank reconciliations. Under the accounting firm, she worked for, she set up many small businesses.
Certified Tax Preparer/ Certified Bookkeeper
Shaun Thomas is a 2021 graduate of the Western Iowa Technical Community College with an Associate of Applied Science Accounting Specialist. Her goal is to help those that are hard working to have access to high-quality, affordable, tax preparation. Ensuring the process is a pleasant experience that will help educate our clients and increase their refund and/or tax liability.
An Oasis of Wealth, Management, & Peace of Mind