NEW LOCATION - 403 S King St To serve you better, we've relocated to a larger office.
NEW LOCATION - 403 S King St To serve you better, we've relocated to a larger office.
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 three sons, Paul, Alex and William. She loves cheering on the NCSU Wolfpack and volunteering with the Freedom High School Band.
Expertise:
Small Business, Cost Basis, S-corps & Individual Taxation
Professional Experience:
Education:
BS, Economics, UNC-Charlotte
MBA, Business Administration, East Carolina University
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 skil
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:
Education:
AA, Early Childhood Education, Catawba Valley Community College
AA, Accounting, Western Piedmont Community College (Currently working to complete)
April is excited to join the Morganton Tax Service 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
April is excited to join the Morganton Tax Service 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 12th year as a Girl Scout Leader for Troop 02023. She can often be found helping the Freedom High School Band, and is serving as their booster President. She actively volunteers for the Glen Alpine Food Pantry and at CoMMA.
Professional experience:
Education:
AA, Western Piedmont Community College
BS, Business Management, Appalachian State University
Over a 24+ 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 24+ 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:
Education:
AA from Western Piedmont Community College
BS, Finance and BS, Banking from Appalachian State University
Morganton Tax Service & Business Solutions
403 South King Street, Morganton, North Carolina 28655, United States
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