Toll Free: 800.948.0585

Toll Free: 800.948.0585

Tax Services

We provide our clients with a full range of tax services, including proactive tax planning, preparation of tax returns and representation before all administrative levels of the Internal Revenue Service and State tax authorities. Our tax professionals work closely with our clients to make recommendations for being tax efficient and to accumulate wealth.

Tax Services

Our passionate and friendly staff members are glad to advise clients on the tax consequences of planned business transactions and opportunities. We are true partners, meeting regularly with clients to address the effects on their companies of legislative and administrative changes in the tax laws and to update their tax planning strategies.

Our individual tax planning services include:

  • Income Tax Planning & Compliance
  • Estate and Gift Tax Planning & Compliance
  • Preparation of Projections of Taxable Income and Cash Flow
  • Retirement Planning
  • Charitable Giving
  • Taxation of Expatriates and Foreign Nationals

Our corporate tax planning services include:

  • S-Corp, C-Corp, Limited Liability and Partnership considerations
  • Officer and/or Stockholder compensation strategies
  • Retirement plan options for owner and employees
  • Income and franchise tax planning
  • Estimated tax planning
  • Accounting method elections
  • Family and closely held business consulting
  • Acquisitions and/or divestitures

We are committed to attending continuing education over and above the minimum requirement for CPAs to ensure we provide the highest level of technical knowledge to our clients on a variety of tax matters. Please contact us for answers to your questions and service needs.  We look forward to partnering with you.

News

NCDOR $335 Credit Application Date Extended

In case you missed the filing deadline for the new North Carolina Department of Revenue ...

Maintaining Corporate Status with Corporate Minutes

It is very important for all corporations to keep minutes of their meetings held throughout ...

IRA and Retirement Plan Limits for 2021

2021 is right around the corner - how is your retirement planning going? You will ...