LOCATION - 403 S King St in downtown Morganton
MEET THE TEAM
Our Mission
At Morganton Tax Service & Business Solutions, our mission is to simplify the tax process for our clients. We understand that taxes can be complicated and stressful, which is why we are committed to providing reliable and accurate tax services to individuals and businesses. We take the time to walk you through any questions or concerns you may have.
Dana Stillwell, EA
Dana Stillwell, EA
Dana Stillwell, EA
Dana earned her Enrolled Agent certification meaning she is Federally authorized to represent taxpayers before the IRS. She enjoys meeting new people and finds it rewarding to work with her clients to solve their tax issues. Her understanding of tax law, communication skills, and technological expertise makes her a valuable asset for sm
Dana earned her Enrolled Agent certification meaning she is Federally authorized to represent taxpayers before the IRS. She enjoys meeting new people and finds it rewarding to work with her clients to solve their tax issues. Her understanding of tax law, communication skills, and technological expertise makes her a valuable asset for small business owners navigating the complex world of taxation.
In her free time, Dana enjoys listening to music, reading, and traveling with her husband, Darren, and her three kids, Paul, Alex and William.
Expertise:
Small Business, Cost Basis, S-corps & Individual Taxation
Professional Experience:
- 5+ years tax preparation
- Enrolled Agent (EA)
- 10+ years bureau reporting/audits
Education:
BS, Economics, UNC-Charlotte
MBA, Business Administration, East Carolina University
April Buchanan
Dana Stillwell, EA
Dana Stillwell, EA
April enjoyed working with our clients last year and is excited to continue with the team this year. She loves meeting new people and learning about them as a person, not just as a number.
In her free time, April loves to cook, scrapbook, and spend time with her husband, David, and two daughters, Courtney and Elly. Joining Morganton Tax S
April enjoyed working with our clients last year and is excited to continue with the team this year. She loves meeting new people and learning about them as a person, not just as a number.
In her free time, April loves to cook, scrapbook, and spend time with her husband, David, and two daughters, Courtney and Elly. Joining Morganton Tax Service is an extension of April's love for helping others in the community. This is her 13th year as a Girl Scout Leader for Troop 02023. She actively volunteers for the Glen Alpine Food Pantry and at CoMMA.
Professional experience:
- 5 years in banking
- 11 years in education
- 5 years in sales
Education:
AA, Western Piedmont Community College
BS, Business Management, Appalachian State University
Amy Walker
Dana Stillwell, EA
Amy Walker
Amy is our rockstar in the front office! We are excited she loved last year and is rejoining us in 2025.
More info coming soon!
David Buchanan
David Buchanan
David Buchanan
Over a 25+ year career in finance, David has held licenses and designations in tax preparation, insurance, investments, trusts, real estate, and financial counseling. His favorite of all of those is tax preparation, having over 18 years of experience and teaching over 1,000 new preparers.
In his free time David enjoys reading, riding roll
Over a 25+ year career in finance, David has held licenses and designations in tax preparation, insurance, investments, trusts, real estate, and financial counseling. His favorite of all of those is tax preparation, having over 18 years of experience and teaching over 1,000 new preparers.
In his free time David enjoys reading, riding roller coasters with his family, and volunteering at CoMMA.
Expertise:
Individual Taxation,
Tax Education
Professional Experience:
- 18+ years tax preparation
Education:
AA from Western Piedmont Community College
BS, Finance and BS, Banking from Appalachian State University
Angela Combs
David Buchanan
David Buchanan
With over 8 years experience in tax preparation and bookkeeping, Angie enjoys being a part of the Morganton Tax team. She first found her passion for tax preparation and bookkeeping through completing her husband's self-employment information for their tax preparer. Finally she realized she had talent in this area and could use her ski
With over 8 years experience in tax preparation and bookkeeping, Angie enjoys being a part of the Morganton Tax team. She first found her passion for tax preparation and bookkeeping through completing her husband's self-employment information for their tax preparer. Finally she realized she had talent in this area and could use her skills to help others. She loves to help her clients understand the details behind the numbers on their returns. Angela worked several years for a larger tax prep firm but will be the first to compliment the local family-owned atmosphere at Morganton Tax Service.
In her free time, Angela enjoys cooking, reading, and spending time with her family. Angela and her husband, Larry, have 3 grown sons - 2 of which are married - and have 3 grandchildren. Their youngest son is currently serving in the Army.
Expertise: Individual Taxation and Small Business Bookkeeping
Professional Experience:
- 30+ years in Education
- 8+ years in tax preparation & bookkeeping
Education: AA - Early Childhood Education, Catawba Valley Community College, AA - Accounting, Western Piedmont Community College
Bradley Walker
David Buchanan
Bradley Walker
Info coming soon!