From time to time, we have clients ask us if they should see a CPA or attorney. Our answer usually is: “it depends.”
Should I do It Myself?
If you are very skilled at doing your own taxes and you stay up-to-date on changing tax laws, you may not need the services of a professional accountant.
Likewise, if you understand most state and federal laws regarding estate planning and you stay up-to-date in these learnings, you may not need the services of an attorney. However, attorneys can help you establish your will, financial power-of-attorney, durable power-of-attorney for healthcare (a.k.a. advanced medical directive), etc. These types of documents are usually produced best by licensed, experienced professionals.
How Complex is Your Situation?
The more complex your situation, the more likelihood that you need to bring a professional CPA or attorney into the mix. See below for potential attorneys and Certified Public Accountants that may be able to assist you with your tax planning or estate planning.


CPA North Carolina
Stan Bullock of Suggs, and Company P.A.
2005 Eastwood Rd.
Wilmington, NC. 28403
(910)256-4885
1721 Allens Ln #210
Wilmington, NC. 28403
(910) 256-3456
Estate Planning North Carolina
701 Market St.
Wilmington, NC. 28401
(910)815-0085
Jones, Branz, and Taristano, LLP
4030 Wake Forest Rd #300
Raleigh, NC 27609
1-800-806-2979
CPA / Tennessee
Ron May of Hughes & Gosnell CPAs
3814 Powers St. Ste 2
Knoxville, TN. 37917
(865)688-0351
Estate Planning Tennessee
Frantz, McConnell & Seymour, LLP
550 W. Main St SW #500
Knoxville, TN. 37902
(865)546-9321
Anne McKinney of McKinney & Tillman, P.C.
1019 Orchid Avenue
Knoxville, TN. 37912
(865)525-8700