Our objective is to provide a broad range of professional accounting services to the satisfaction of our clients.
Services for Individuals
Tax
Tax Audits
Estate Planning
Personal Financial Statements
- Tax
- Individual tax clients rely on us to assist them with tax compliance matters as well as long-term planning decisions. We are dedicated to keeping abreast of the latest changes in tax regulations and advising our clients on strategies most suited to their particular goals. Many of our individual clients are the principals in businesses that we also serve, allowing us to assist in planning financial decisions to assure a coherent, sensible financial future.
In addition to tax compliance for individuals, we provide preparation of tax returns for various types of trusts and estates. For the newcomers to North Carolina, our staff is experienced in preparing multi-state income tax returns.
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- Tax Audits
- We have been successful in representing our clients when they are faced with audits by Federal, State or local taxing authorities. Through our experience in dealing with audit agents, we are skilled in negotiating a fair settlement for our clients where audit issues exist. We also provide for our clients the necessary correspondence to abate tax penalties and assist them in lessening their exposure in the future.
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- Estate Planning
- One of the most important decisions you will make in your lifetime is what to do with your estate. We will review and analyze all of your available options including trusts and wills, your possessions and their cost and value and help develop a plan for the most effective transfer of your assets. We can help you coordinate this plan with other professionals such as your lawyers, bankers and insurance agents.
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- Personal Financial Statements
- Personal financial statements are prepared for individuals either to formally organize or plan their financial affairs or for specific purposes, such as obtaining credit, income tax planning, and retirement planning or public disclosure of their financial affairs. We have the technical expertise and knowledge you will need in preparing such statements.
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