Accounting · Tax · Advisory

Dependable accounting and tax work for individuals and small businesses

We prepare returns, keep the books, and answer questions all year.

  • Tax Preparation

    Accurate and timely filing of your tax returns.

  • Tax Planning

    No surprises come tax season. Get help calculating and making your estimated tax payments.

  • Accounting

    A clear financial picture of your business every month.

  • IRS Correspondence

    Have a notice and don't know how to respond? We will talk to the IRS on your behalf.

Who we work with

Two kinds of clients, one standard of care.

Individuals & Families

Returns done right, and a plan for next year.

  • Tax Return Preparation
  • Year-Round Tax Planning
  • IRS and State Notices
  • Estimated Tax Payments
Services for individuals

Small Businesses

Clean books, returns filed, and no surprises in April.

  • Bookkeeping
  • Business Tax Returns
  • Advisory
  • Catch-Up and Cleanup Bookkeeping
Services for businesses

How working with us goes

  1. Start with a conversation

    A call, email, or in-person meeting.

  2. Send documents securely

    Upload through the client portal instead of email.

  3. We prepare, you review

    Nothing is filed until you have seen it and your questions are answered. We stay available afterward.

About the practice

Why we started this firm

At the heart of this practice is a simple idea: your taxes and books should get the same care we’d want for our own families. Your taxes and books aren't just forms and deadlines; they're part of how you provide and plan for those you care about. Individuals, families, and small businesses all get the same standard of care: clear guidance, careful work, and the availability to answer your questions all year round.

We work with clients anywhere in the U.S. through a secure portal and real conversations. Nothing gets filed until you’ve seen it and your questions are answered.

Jack Regan, CPA, with his family.

Jack Regan, CPA, Partner

After receiving a Bachelor's degree from Bob Jones University in Accounting, Jack went on to get his CPA. Starting out in the audit field he quickly realized that he had a heart for helping people navigate their tax situations. He gained experience at a small CPA practice in South Carolina where he was able to get hands on experience preparing tax returns for individuals and small businesses as well as monthly accounting work. He now takes that experience and puts it to work for his own clients, bringing a proactive approach and a willingness to go the extra mile for each of them.

Partner — Coming Soon

More about the practice

Where we serve

Serving clients anywhere in the U.S.

We work remotely, so where you live does not limit us on filing your taxes or keeping your books.

Home base Greenville, South Carolina

Where we live and work, and where the practice is based.

Close ties New Hampshire

Where we grew up and still spend plenty of our time.

Remote Anywhere in the U.S.

We meet by phone or video and exchange documents through a secure client portal. We're also happy to meet in person when it makes sense.