Request Appointment

Please contact me via my contact form at Thryv: <a href="https://go.thryv.com/v/q8mdt0ecu2n0smnc/contact?frontage_iframe=true&invite=vr_cf_pb-q8mdt0ecu2n0smnc">Contact Form for Tax Specialists of the Carolinas, Inc.</a>

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Investment advisory services offered through Avantax Advisory Services℠, Member FINRA, SIPC, Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.