Broker Check

TOGETHER WE MAKE
A GREAT TEAM

We are committed to helping you achieve your Financial, Tax and Retirement goals.

Jim K Wyatt CPA adds value to our clients through our experience. With a combined total of over six decades of service under our belt we have had over 8,000 consultations. We have helped our clients address virtually every possible financial or tax scenario.

Let us show you how we can make a difference. Call us today at 919-467-1701 and let us discover how we can make a difference for you.

Our Principle

As CPAs we are held to the highest standards. This important detail means that unlike other advisors you have accountability regarding the advice we give. As our client, you’ll never have conflicts of interest diluting the quality of the advice you receive. Your interests will never be compromised by the incentive of a commission or a limited selection of products or services. Our success is driven by yours.

 

We are dedicated to your financial Success

No sales pressure & no proprietary products. We never have to win a sales contest or make a sales quota. We only make recommendations and give advice because we believe it to be in your best interest. As CPA's we are committed to always doing things the right way. Our reputation is our livelihood! Accredited Asset Management Specialist, Chartered Retirement Planning Counselor and Accredited Wealth Management Advisor are some of the additional designations our staff has added to help you achieve your success.

Our Commitment

We provide advice for clients who have unique and personal needs. We will always take the time to listen because your concerns are important to us. You can be sure that the advice you receive is given for your benefit and for your benefit alone - 100% Objective. We work for you and only you – with no strings attached. We recognize that you, ‘our client’, is our most valuable asset.

Saving for Retirement

Will you have enough money for retirement?

Financial Advice

Start learning how to manage your finances.

Our Services

At Jim K Wyatt CPA, we provide expert assistance in the following areas:

Tax Related

  • Tax Planning
  • Payroll Services
  • IRS Representation
  • Tax Preparation
  • Estate & Trust Services
  • Business Consulting

Investments

  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans

News & Market Updates

Get the latest business and world news on financial & earnings stock markets.

Market Snapshot

Headline News