Meet Megan
Hi, I’m Megan—founder of Waypoint Tax & Accounting and a CPA with over a decade of experience in the accounting industry.
I began my career in audit at PwC and later spent nearly ten years with the AICPA before returning to client-facing work. Today, I work directly with clients to help them stay compliant, understand their numbers, and make confident financial decisions.
Outside of work, I’m usually on the water in the Outer Banks, spending time with my husband and our four dogs. I enjoy fishing, gardening, and traveling—anything that gets me outdoors!
Process
Intro Call
We start with a quick conversation to understand your needs, goals, and current situation.
Review & Proposal
We review your information and provide a clear outline of services, pricing, and next steps.
Onboarding
You’ll get access to our secure portal and we’ll guide you through a smooth, organized onboarding process.
Ongoing Support
From tax planning to compliance, we stay connected with proactive communication and year-round support.
Why Choose Us?
Trusted Relationships
Excellent Communication
Transparent Pricing
Expert Guidance
Personalized Approach
Ongoing Support
Clients' Voices
Testimonials from our satisfied clients
Katie S.
Before working with Megan, my finances felt overwhelming. Now my rental portfolio and business bookkeeping are organized each month, and my personal and business tax filings are completely streamlined. I trust her completely and couldn’t recommend her more.
Matt T.
As a new business owner, I had no idea what to expect at tax time. Megan got my books organized, handled my Schedule C filing, and made the whole process feel easy and manageable.
Clay & Jeremy
Megan handles bookkeeping and tax filings across multiple businesses for us, bringing structure and clarity to everything. She’s dependable, organized, and a true partner in keeping things running smoothly.