Our mission is to elevate our clients’ financial position
through collaborative services designed to increase revenue, profits, and net
worth.
Expertise
S Corporation (Business Tax Expertise)
Partnership (Business Tax Expertise)
Business Tax Returns
Employee Stock Purchase Plan
Farm Income
Self-Employment Income
Rental Property Income
Schedule K-1
Cryptocurrency
C Corporation (Business Tax Expertise)
Foreign Income
Multi-State Taxes
Retirement Income
Experience
Verified Pro with 21 years of experience
Meet online
Mooresville, NC
How we’ll work together
Intro call
Schedule an intro call and we’ll meet to go over your tax situation.
Upload your documents
I’ll help you understand what documents you need to upload.
Review and file
After you review, I’ll file your taxes for you. And you’re done!
About me
Nice to meet you 👋
One of my professional passion is making sure all our clients always get not only prime service, but also the education needed to prepare you for independent financial, accounting, tax, and corporation management. I am a licensed financial representative in the State of North Carolina and Florida in the Financial Services Industry, a wife and a mother of 3 boys and 2 dogs. For almost 2 decades, through JMC Legacy Group Inc, my husband and I have been helping many individuals become owners of their investment vehicles. I meet people who get tired from struggling, who want more independence and higher income, and are wondering why they are not there yet. By sharing valuable insights and helping our clients make the money work for them, we see exactly how much difference we can make. This is why I love my job and hope you will feel the same by contacting us and working together for your future success.
This profile includes statements from the independent professional about their own education, skills, and experience. Intuit has not reviewed these statements for accuracy. See