Tax Planning, Preparation, and Compliance

Effective tax planning and preparation form a winning combination for our successful individual and business clients. We will closely work with you to develop tax strategies to minimize both current and future tax liabilities. Our expertise, experience, analysis, and tax research allow us to optimize financial opportunities that take advantage of existing as well as new tax laws and legislation. Our firm prepares federal and state individual, corporation, partnership, not-for-profit, trust, and gift tax returns for various types of entities. 

Professional representation can be vital when the IRS and State Department of Revenue have chosen you for an audit. We have achieved a level of competence that can ensure our clients are being properly represented before all taxing authorities. Our firm will be instrumental in putting your worries at bay.

Our firm can assist your company in the preparation of all necessary federal and state payroll and information returns (e.g. 940, 941, NCUI 101, NC Withholding Tax, W-3  W-2, and 1099s). 

We can also provide your company with assistance in the preparation of sales and property tax returns/listings in various states and counties in an efficient and timely manner.