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Tax Return Preparation

Practice & Experience

At TierOne Capital, our network of experts has a proven track record of success in tax planning and wealth management.  With a focus on a personalized approach and undivided attention on our clients, we take pride in assisting individuals and businesses in reaching their financial goals.

 

Darrin Leaks, CPA, the founder, has spent over 25 years tax planning, tax compliance and tax structuring advice. Over the course of his career, he has held tax planning and advisory roles with two Big Four Accounting firms and with a top 3 multi-national bank.  He is a North Carolina Certified Public Accountant ("CPA").  He has passed the CERTIFIED FINANCIAL PLANNER™ exam, is a candidate for CFP Certification, and is an Investment Advisor Representative. 

He holds a Bachelors of Science (dual major) in Accounting and Management Science, and a Master of Taxation ("MTax") from the University of South Carolina.  He has also completed Boston University's highly-rated Financial Planning Program.

He is a member of the America Institute of Certified Public Accountants and the National Association of Personal Financial Advisors, the country's leading professional association of fee-only financial advisors.

Founder & Principal

Why TierOne Capital

Highly-Trained Experienced Advisor

Mr. Leaks is both a CPA (specializing in taxation) and a highly-trained financial planner.  Using these combined skill sets, he is uniquely qualified to evaluate your entire financial picture, provide recommendations that encompass all financial areas of your financial situation, and understand  the inter-related, big-picture financial and tax impact of these recommendations.

Ability to Stay
One Step Ahead

Through our holistic and comprehensive approach to providing tax planning and wealth management advisory services, we have the opportunity to see the client's financial big picture and are able to forecast the most likely future outcomes if the client maintains the current course of action.  This approach enables us to proactively identify material financial issues (before they become nearly unsolvable) and recommend alternative courses of action (through rigorous planning) that will help clients reach their financial goals.

Knowledge That Can Serve Your Needs

Mr. Leaks has a deep and extensive repertoire of tax planning and financial planning knowledge.  He applies this knowledge in identifying issues that hinder and opportunities that improve his clients' tax and financial lives while helping them reach their financial goals. 

TierOne Capital, LLC
Tax Planning & Wealth Management

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Tel:        980-431-9726
Email:  darrin.leaks@tieronecapitaltax.com
Charlotte, NC

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CFP, Financial Planning, Tax Planning
CFP, Financial Planning, Tax Planning
CFP, Financial Planning, Tax Planning
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