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, 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

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.