For over 30 years, we have been helping individuals save on taxes by preparing their individual tax returns. Simple or complex returns. Out of state, in state or multi-state returns.
Yes, we do Tax Preparation, but we also stand by our clients before and after April 15th. We’ve all received cryptic and sometimes frightening letters from the IRS that seem to say we owe them money or that an error was made in a filing or worse. Most of the time, we can take care of those problems for you ourselves with a simple letter of explanation, or by sending in a correction, or whatever it takes to make the IRS problem go away! We do this every week of every year. We can do this for you.
More so now than ever before, tax planning will be a crucial need of businesses and individuals. Many new taxes are being thought of and proposed. Federal and state spending has led to deficits. Government (federal and state) will need more of our money. How can we structure our affairs to minimize the amount of taxes taken by government? Tax planning.
Talk to us about your concerns and your goals. Let’s work on a roadmap and plan of how to get there. Remember, whether you are a business or individual, if you fail to plan, you plan to fail. We’re ready to help you plan.
Affiliations: North Carolina Assoc of CPAs
Certification: Marc holds North Carolina CPA certificate number 22717, issued by the North Carolina Board of Certified Public Accountants and is licensed to practice in North Carolina
523 Keisler Drive #201, Cary, North Carolina 27518
09:00 am – 05:00 pm
We Accept: Visa, MasterCard, Discover, American Express