James E. Ward Jr., is the Managing Partner of Quest Wealth Advisors, LLC, a financial services firm that specializes in personal and corporate income tax preparation/planning, accounting, and bookkeeping. Quest Wealth Advisors also handles small business and non-profit registration/organization with a focus on making sure the proper corporate entity is selected for tax planning and compliance purposes.
Mr. Ward has worked for several large consulting and accounting firms and has over 25 years of experience delivering quality client service. He conducts educational seminars on various topics including real estate investing, small business organization and personal money management. Always willing to give back to the community, he has served on the board of directors of several non-profit organizations.
Mr. Ward has Bachelor of Mechanical Engineering and Master of Science in Management degrees from the Georgia Institute of Technology (Georgia Tech).
Mr. Ward has worked for several large consulting and accounting firms and has over 25 years of experience delivering quality client service. He conducts educational seminars on various topics including real estate investing, small business organization and personal money management. Always willing to give back to the community, he has served on the board of directors of several non-profit organizations.
Mr. Ward has Bachelor of Mechanical Engineering and Master of Science in Management degrees from the Georgia Institute of Technology (Georgia Tech).
Carly Freeman is a partner with Quest Wealth Advisors, LLC. She provides oversight of the bookkeeping and accounting aspects of the business.
Ms. Freeman, an experienced tax professional, has over 25 years of accounting and bookkeeping experience. She is certified as a Gold level QuickBooks professional as well as has the AFSP designation with the IRS, which requires a minimum of 18 hours of continuing tax education annually. Ms. Freeman has extensive experience working with small businesses and non-profit organizations. She provides insight regarding federal and state regulations and compliance.
Ms. Freeman has a Bachelor's degree in Biological Science and Accounting from NC State University, in addition to a professional degree from the University of North Carolina - Chapel Hill as well as multiple other certifications.
Ms. Freeman, an experienced tax professional, has over 25 years of accounting and bookkeeping experience. She is certified as a Gold level QuickBooks professional as well as has the AFSP designation with the IRS, which requires a minimum of 18 hours of continuing tax education annually. Ms. Freeman has extensive experience working with small businesses and non-profit organizations. She provides insight regarding federal and state regulations and compliance.
Ms. Freeman has a Bachelor's degree in Biological Science and Accounting from NC State University, in addition to a professional degree from the University of North Carolina - Chapel Hill as well as multiple other certifications.