CPAs

NC CPA License # 25071
NC CPA License # 25071
President

Joe Wright, CPA, CGMA

Joe graduated with honors from Elon University with a degree in accounting and a minor in business administration. One of the top graduates of the Martha and Spencer Love School of Business, he passed the CPA exam on his first attempt. Joe possesses over 30 years of successful experience including public accounting and corporate management within the transportation, sales and service sectors and is a member of the AICPA.

Whether your company is a start-up, a continuing business or a well-established company looking at exit strategies, Joe has the experience to guide you through all the necessary steps. Joe manages and supervises the preparation of all individual and business income tax returns or forms and oversees all financial documents or statements before they are released to the client(s). Joe enjoys working with individuals to navigate the complicated tax law to ensure the best application for their particular circumstances.

Joe has been married for over 30 years to Debbie and enjoys time with their children and grandchildren. He is active in his church and is an avid Nascar and sports enthusiast.

Sandra
Sr. Accountant

Sandra Kiger, CPA

Sandra M Kiger, CPA has worked in public accounting since she graduated with honors from Winsalm Business College with an Associate’s Degree in Applied Science with a concentration in accounting in 1979. She passed the CPA exam on her first attempt in 1982. Sandra is a member of the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accounts and an honored member of Who’s Who in American Accounting.

Sandra’s years of experience in all aspects of public accounting has given her the opportunity to provide business and tax advice to many long-standing clients who value her input. In addition to individual and business tax services, she has vast experience in training bookkeepers and business owners with the necessary skills to run their business on a day-to-day basis. She is dedicated and wholeheartedly finds fulfillment in serving the client’s needs.

Sandra obtained her 1st Degree Black Belt in Tae Kwon Do in 2014. She enjoys church, spending time with her family, is a familiar face at the YMCA at 5:30 in the morning, and loves outdoor activities.

NC CPA License # 33106
NC CPA License # 33106
Sr. Accountant

Kristen Trask, CPA

Kristen is a 2003 graduate of North Carolina State University with a degree in Accounting. In 2005, Kristen earned her Master’s degree in Accounting Taxation from The University of North Carolina at Greensboro.

Kristen’s career thus far has included roles in public accounting, controllership, internal audit and teaching. She enjoys working with small businesses to organize financial documents, understand what drives their business and then create their financial statements.

Kristen currently lives in the Charleston, SC area with her husband and three small children. In her limited free time, she enjoys running and going to the beach.