Tiffany&TracyMeet Your Accounting Professional

Tiffany started her business after completing Dave Ramsey’s financial coaching program.  “I have always been very passionate about maximizing the dollar and preparing for the future”.  She quickly realized that she wanted to not only help individuals but small businesses as well.  She began her path to becoming an enrolled agent after completing her certificates at the local community college.  “My goal is to help individuals and small businesses organize their finances and maximize their tax benefits”.  Over the years she has helped her clients get a handle on where their money is going and created a plan for them to achieve their dreams.  “It brings me such joy to hear from a former client when they have accomplished one of their goals”.

Tiffany is a very detail oriented individual who strives for excellence in all her work.  She prides herself in listening to her clients needs and pain points so that she can develop a customized plan.  “I want to get to know my clients and become who they trust for advice.”  She has a large network of professional connections which allows her to find an answer to all your questions.   As an Enrolled Agent she is required to have continuing education hours and strives to learn as much as possible throughout the year to assist her clients.  “I take my work and continuing education very seriously and challenge myself to grow both personally and professionally”.

If you are struggling or would like to learn better ways to manage your business or personal finances she’s the girl for you!!!20842047_10155708651115820_3414223954638325909_n

When Tiffany is not working with her clients she cherishes the time spent with her best friend and husband Tracy.  “He’s a big reason why I am able to run this business, without his love and support I’d be lost”.   During their off time they enjoy spending time watching movies and traveling with their two dogs, Bandar & Annie.


Certifications – Education – Memberships


  • IRS Enrolled Agent
  • Quickbooks Online Certified Pro Advisor
  • UNC-CH: Bachelors in Dental Hygiene
  • Southwestern Community College:
    Accounting, Payroll, Bookkeeping & Tax Certificates (4.0 GPA)
  • Advisory Board Member for Southwestern Community College Accounting Program
  • NC Society of Accountants Member
  • Digital Bookkeepers Association – Charter Member



Fun Facts


Favorite Movie: Smokey & The Bandit

Favorite Band: Bon Jovi

Favorite Season: Winter

Dream Vacation: Ireland

Fancy or Casual: Casual

Hobby: Quilting

Favorite Things: Fireworks & Chocolate Cake

Favorite Store: Thrift Stores (I love the hunt for a good deal)