Tax Preparation & Bookkeeping

We partner with Abbi Tenaglia, a seasoned bookkeeping and tax professional, to provide these services exclusively for our wealth management clients. While all client work is coordinated seamlessly through our team, scheduling and onboarding is handled through Abbi’s firm to ensure efficiency and compliance. You’ll be directed to her scheduling site at AbbiAssists.com/Appointments to book or learn more. These services are designed to complement your financial planning experience, helping you stay organized year-round and feel more confident come tax time. Notary services are also available to existing clients in North Carolina ($10 per signature, in person only, per NC guidelines).

Tax Preparation

It’s not a requirement that we do your taxes for you, but many of our clients find it convenient to have this service under the same roof. This service is very competitively priced and offered simply as a convenience for our clients, not a wildly profitable venture for us. For more information, please schedule an appointment with Abbi.

Bookkeeping

Our bookkeeping services help streamline your financial life by keeping everything under one roof. Designed to complement your overall financial plan, they reduce stress at tax time and provide clarity throughout the year. Not currently a wealth management client? You can still learn more or schedule a consultation at AbbiAssists.com/Appointments.

Abbi Tenaglia brings over two decades of experience in bookkeeping and tax preparation, offering flexible support tailored to your needs. She is highly proficient in platforms such as QuickBooks, PayPal, Square, Shopify, Stripe, 17 Hats, Simple Practice, Network for Good, and various banking and sales tax systems. Abbi has worked across a diverse range of industries, including marketing, direct sales, construction, retail, media production, therapy practices, and hospitality.

Her credentials include:

  • Certified QuickBooks ProAdvisor since 2002

  • Registered Tax Preparer with the IRS since 2016

  • Member of the National Association of Tax Professionals since 2018

  • Commissioned Notary Public in North Carolina since 2008 (available to existing clients only; in-person notarization only, $10 per signature as set by the NC Secretary of State)

 

Let's Start with a Conversation

Looking for financial guidance? Let’s start with a conversation—no obligations, just a chance to talk. We’ll walk through your goals and see how we can support you on the path to a more secure financial future.