We’re Your Tax Advocates…You’re Never too Small for the IRS

Tax Preparation & Planning

We know one of your top priorities is paying less tax. This is best achieved through comprehensive tax planning. Whether you’re a business or an individual, our specialists work with you throughout the year to develop a highly-personalized plan with tax saving strategies that are tailored to your situation.

We excel in tax planning and preparation for S-Corporation, C-Corporation, Partnership, and Individual tax returns. We understand how a heavy tax burden negatively impacts a business’s cash flow. Our goal is to reduce your tax liability, freeing capital to re-invest or take advantage of future opportunities.

To make the tax process as convenient and pain-free as possible, we offer all our clients a secure portal on our web site where tax documents can be reviewed and electronically housed. You have 24/7 access to all your financial information via the internet. We E-file all returns as well.

Download our Tax Preparation & Planning Fact Sheet

Tax Workflow

Client Center

- Individual Clients
- Business Clients
- Client Employee

QuickBooks Desktop

Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040
Using File Exchange

Wilmington 910.452.4040 • fax 910.452.9090
Fayetteville 910.484.2168 • fax 910.323.3958