Interview Q&A
How long have you been in business?
25 years
What is your primary product or service?
Full Service 401k Administration. 5500 preparation and DOL EFAST Filing. 1099-R preparation and filing. 945 Tax preparation. Plan Document Design. Enrollment meetings. Investment Advice. IRA Rollovers. Self Directed Brokerage Accounts.
How do you differentiate yourself from other businesses in your category and area?
Personalized Service. Small Staff with average employment of over 10 years. We personally know everyone of our clients.
How many locations do you have and do you have plans to expand?
One
What type of payments do you accept?
Cash, Checks, Electronic Debit, Credit Cards and Debit Cards.
Which areas do you service?
All of North and South Carolina.
Who owns your company or runs daily operations?
Kim T Carpenter
What are your hours of operation?
830 am to 5 pm. We maintain the same holiday hours as the New York stock exchange.