Meet the Ladies

Diana has been preparing taxes in Brunswick County, NC since 1961. She began on her kitchen table with a stubby pencil, an adding machine, and a typewriter, used to then type her finished product to present to her clients. She has gained the trust and confidence of many in Southeastern North Carolina and South Carolina over the years. Diana ensures that all of her tax preparers are trained in the latest tax law. Through her hard work and diligence, she has been voted Best of Brunswick by Brunswick Beacon readers every year since 2011. She looks forward to seeing all of her clients year after year, and keeping up with their families. Diana's energy abounds in the office and outside. She loves to travel to visit with her sisters, as well as spend time at home with her family in Shallotte.

Susan is Diana's daughter. Retiring as a Lieutenant Colonel after 23 years of service in the Army, Susan has been preparing taxes since 2007. She lives in Montana during the off-season, and comes home to Shallotte at the beginning of every tax season, ready to meet the new challenges that every tax season brings. She's a 1979 West Brunswick graduate. Susan graduated from Campbell University, with a Bachelors in Mathematics, and Webster University, with a Masters in Computer and Information Resource Management. Susan is co-owner and Office Manager, and is an IRS Registered Tax Return Preparer, who attends tax updates to maintain currency in the latest tax laws. She enjoys both the beach and the mountains, gym-time, and spending time with her family and friends, including her furry family of rescue dogs, along with caring for her husband's latest homesteading project, which at any one time could be honey bees, chickens, domestic turkeys and ducks!

Judy has been preparing taxes for over 30 years. She brings a wealth of knowledge and experience, as well as some good ol' Southern hospitality. Judy works year-round in the office doing tax preparation and payroll services. She is an IRS Registered Tax Return Preparer, and attends tax update seminars each year to stay current of the latest tax laws. Judy just retired as the Mayor of Varnamtown, a local fishing community, and treasurer of Dixon Chapel United Methodist Church. Judy enjoys spending time with her family and friends, and is a proud grandmother of four very smart girls.

Cassandra has been preparing taxes since 2008. She is originally from Florida and came to North Carolina via Massachusetts and New Hampshire after serving in the Army and working for the Federal government. Cassandra works from home in Florida year-round for the office doing tax preparation and running our operations. She is an IRS Registered Tax Return Preparer, and attends tax updates to maintain currency in the latest tax laws. Her background is in system engineering and information technology, and we are happy to have her on our team. She enjoys family time, golf, traveling and RVing.

Sharon has been preparing taxes since 2004 and has been an Enrolled Agent since 2016. When her husband retired after 37 years in the military, they decided to move south to North Carolina. She attends tax update seminars throughout the year to maintain her knowledge and currency in the latest tax laws. Her background is in accounting. She enjoys the beach, crocheting and spending time with her family.

Janet joined us during the 2019 tax season! Originally from Mt. Airy, NC (Mayberry RFD), she is entering her third year as a tax preparer. She attended Appalachian State University, and also worked in the real estate industry for over 16 years. She attends tax law updates and meets all of the IRS requirements for filing taxes. In the off season, she enjoys time with her family, and the beach, and hiking. She is an enthusiastic member of our team!

Janine has just joined us for 2021! This is Janine’s second year as an IRS-registered tax return preparer. She is up to date on the latest tax laws. After a career in the Army, she managed a professional training consultancy for 15 years. She served as a volunteer treasurer and bookkeeper for her local fire district for several years and continues to do so for two nonprofit charities. She has a bachelor’s degree in political science. In the off season, she focuses on her plant nursery business, beekeeping, and hiking

Darlene has been with the Tax Ladies since 2017. She is meticulous in preparing and reviewing tax returns and is trained in the latest tax law updates each year. Darlene served as a business administrative assistant for over fifteen years, and comes to us with a solid knowledge of bookkeeping.

Samantha joined our team in 2018. She is a real powerhouse and serves as our assistant office manager. She received her Masters in Accountancy in 2020! She earned a B.S. in Accounting from Ashford University in 2013. She currently owns a construction company that she manages during the off-season. She is fully trained in tax law and has attended the NCSU Tax Law Update for for Tax Year 2020. She is married with two children. She is a Brunswick County native, graduating from West Brunswick High in 2005. She enjoys family time, reading and crafts.

Sylvia serves as our receptionist and administrative specialist. She earned a B.S. in Business Administration from North Carolina Wesleyan College at night while working as a buyer for Eaton Corporation. She has extensive experience in billing, cost accounting, planning and purchasing. She is originally from LaGrange NC and now is semi-retired here in Brunswick County. She and her husband spend their time fishing and on the water as much as possible, church volunteering, and gardening.

Cindy is our office administrative specialist and has worked with our team since 2012. She works through every return to scan, collate and package client tax folders. She is a great asset to our team. Cindy has two beautiful daughters and enjoys time at her church, with her family, and volunteering.

This is Monica. She also serves as our office administrative specialist. She and Cindy team up to keep client records up to date. Also with Diana's since 2012, Monica brings a positive attitude that lessens the burdensome process of getting your taxes done! Monica has two lovely daughters also, and enjoys time with her family, and her church family.