Tax Planning and Strategies to Help You Reach Your Goals

Before we prepare any tax return, we take the time to understand your business, your goals and your entire financial picture. Then we develop individualized tax and business strategies that save you money now and help you build long-term wealth for the future. Our proactive planning and constant communication means an end to tax time surprises.

Individual Tax

No one wants to overpay their state and Federal taxes, so we make sure you get every entitled deduction. We’ll help you develop a tax-efficient strategy that fits your long-term financial goals.

Business Tax

Whether you have a partnership, corporation, or S-corporation, we’ll help you develop appropriate strategies to help you keep more money in your pocket and maximize the long-term value of your business.

Tax Resolution

Getting a notice from the IRS or a state tax authority is no fun. Our collective decades of experience dealing with the IRS means we can help you resolve issues as quickly as possible.

Property Tax Filing

Businesses in North Carolina are assessed tax on the value of the tangible property used in their businesses. But the deadlines for filing, paying and appealing an assessment can trip up the unwary, so you might pay more tax than necessary. When you turn this over to us, we’ll make sure your annual tax filings are accurate and filed timely, saving you time and giving you piece of mind.

Contact us today