Profile

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

 

Joelle Thomas, Owner

Joelle Thomas, Owner

Joelle Thomas received her Bachelor of Science in Business Administration from the University of North Carolina at Wilmington in 1991 and her Master of Science in Accountancy in 1997. After spending six years in the audit and tax departments of a local public accounting firm, Joelle moved into private industry, where she had sole responsibility for all accounting functions as well as payroll and benefits administration for a local business. Joelle has worked with many local businesses including construction contractors, legal and medical practices, performing arts organizations, restaurants, retail stores and others. Joelle provides individual and small business income tax preparation, tax-exempt organization accounting and reporting, QuickBooks set-up and consulting, payroll processing and reporting and sales tax, as well as monthly and quarterly bookkeeping services.

Joelle holds the Accredited Tax Preparer (ATP) credential from the Accreditation Council for Accountancy and Taxation® (ACAT), is a Notary Public commissioned in the State of North Carolina, as well as a QuickBooks ProAdvisor and is a member of the National Society of Accountants and the National Association of Tax Preparers.  Joelle participates in the IRS Annual Filing Season Program (AFSP) and holds a valid AFSP Record of Completion for the 2017 filing season and has complied with the IRS requirements for receiving the Record of Completion.