About Us (Me)

I’m Josh, an Enrolled Agent with 10 years of experience in accounting and taxation.

I currently teach accounting at Appalachian State University, where I help students build a practical understanding of accounting and financial concepts.

My professional background includes experience working with businesses and nonprofit organizations of all sizes, as well as individual taxation. That experience led me to start my own practice with a simple goal: to provide straightforward, personal service that can be difficult to find at larger accounting firms.

My Approach

Tax and accounting can be complicated enough without making the process more difficult than it needs to be.

I focus on clear communication, practical solutions, and helping clients understand their financial information. Whether you need help getting caught up on your taxes, keeping your books organized, or preparing your organization’s year-end tax return, I aim to give you clear answers and dependable support.

As a small practice, I work directly with my clients rather than passing their questions through layers of staff.

Experience in Accounting and Taxation

My professional experience includes work with businesses, nonprofit organizations, and individual taxpayers. In addition to my professional accounting and tax experience, teaching accounting at Appalachian State University keeps me focused on understanding financial concepts clearly and communicating them effectively.

I’m an Enrolled Agent, federally authorized to represent taxpayers before the Internal Revenue Service.

Serving Boone and North Carolina

I’m based in Boone, North Carolina, and serve clients throughout the High Country and across the state. Remote services are available for clients outside the Boone area.