3701 Lake Boone Trail, Ste 201

Raleigh, NC 27607


We prepare all of your business and personal tax returns. These may include income, payroll, and sales tax returns for your corporations, LLCs, estates, and trusts.

We review the tax structure and tax accounting methods of all new clients to identify tax planning opportunities. We provide a detailed report listing these opportunities and the technical support for our recommendations.

The tax planning meeting is the most important meeting of the year. With new clients we focus on the Tax Review. With existing clients, we review current year accounting data and discuss any changes to their business and tax situation. Based on the data, we perform several “what if” tax projections. From these projections we develop a tax plan to implement before year-end. These planning meetings are usually held in the 4th quarter of each year.

After agreeing on a tax plan, we direct its implementation. This may involve year-end transactions, changes in tax accounting methods, elections, or tax structure. In many cases we will use other professionals to assist with the implementation of the plan.