Stephen L. Lucas, CPA
Principal

Stephen is a graduate of Georgia State University and has been in the accounting industry since 1968. He became a licensed CPA in 1971 and relocated to Highlands, NC in 1979 to serve the community full time.

He holds licenses in Georgia and North Carolina and specializes in multi-state return preparation for all 50 states.  Georgia license number 2381.  North Carolina license number 8985.

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Sherry B. Holt
Principal

Sherry has been with the firm since 1988. She is a native to the Highlands area and is committed to serving her community and clients with the utmost respect and professionalism.

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Carolyn B. Raby
Senior Staff

Carolyn is also a native of the Highlands area and has been providing knowledgeable and dependable service for our firm and clientele since 1997.  She can help you with most anything but her expertise is payroll and sales tax.

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Keri A. Raby

 

Keri joined our firm in May 2015. She is a native of the Highlands area and she has a wonderful smile that will brighten your day. Keri is very active in community sports and works well with the public. We are very excited to have her as a member of our team.

 

 

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Sandie C. Trevathan
Staff

Sandie has been with the firm since 1996. She assists us during the tax season and plays a vital role in our 1040 return operation. Sandie is experienced and knowledgeable on current personal tax preparation.

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Cindy C. Trevathan
Staff

Cindy has been with our firm since 2007.  Even though her education is in engineering she fits perfectly in our firm during tax season. Cindy assist our firm in preparing personal tax returns. 

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Steve P. Mehder
Staff

Steve is the newest member of our team, joining us in 2013. Although he is newer to the firm he has no shortage of experience. He has been in the accounting industry since 1976. He assists us with personal tax returns during tax season.

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Learn more about the services we offer Here.