The group's principal activity is to provide compliance and accounting services. The group's services include financial statement preparation and analysis through audit, review or compilation, income tax planning and preparation, and payroll and bookkeeping services. The group also offers financial planning, valuations, estate tax planning techniques and merger and acquisition consultation. The group operates through three segments namely, individuals requiring tax return preparation and planning, small businesses with less than $10,000,000 in revenue, major regional and international corporations. The group operates from North Carolina, United States.