PERSONAL SERVICES

We offer many services to our clients, both individual and business. Because we are small, our clients benefit by getting personalized, quality service. The following is a list of the typical services we offer individual clients along with a brief description of each service.

1. Income Tax Services
2. Tax Preparation
3. Income Tax Projections
4. Clergy Tax Services
5. Tax Audits
6. Gift Tax Preparation
7. Probate Assistance

1. Income Tax Services
   We have over 40 years experience preparing income tax returns. By keeping current on new tax laws and legislation, we are able to identify tax-planning opportunities that will minimize your tax liabilities. We provide our individual clients with taxation expertise and knowledge throughout the year. Our tax services include but are not limited to the following:
   
   
   • Individual tax return preparation-federal and all states
   • Tax planning
   • Identifying and solving tax compliance issues
   • Taxpayer representation if audited
   • Tax free exchanges
   • Tax effects of buying or selling a business
   • Gift tax return preparation
   
   
2. Tax Preparation
   Tax preparation and planning go hand and hand. Whether you are an individual or business, our experienced staff can prepare your tax returns for you. Call us for an appointment (704-875-6399). We also do prior year returns and amended returns.
   
   
3. Income Tax Projections
   We can project your taxes for the current year and the following year. This not only gives you a heads up on what you need to plan for, but it also allows you to plan your income and deductions to achieve the lowest tax possible. This also helps to avoid tax penalties by planning your withholding and estimated tax payments.
   
   
4. Clergy Tax Services
   For over 30 years we have made it a point to know the tax issues faced by pastors. From the housing allowance and exempting from social security to ministry expenses and the deason adjustment, we can guide you to the best tax situation. We can help you plan your estimated tax payments and withholding.
   
   
5. Tax Audits
   We have years of experience dealing with the IRS and the state of North Carolina. Whether you receive a letter or a visit, we can represent you. In most cases you don’t even have to go; we go for you.
   
   
6. Gift Tax Preparation
   Gifts to individuals may subject you to filing a gift tax return. If you give someone more than $13,000 in one year (including birthdays and Christmas), you should be filing a gift tax return. Let us prepare it for you.
   
   
7. Probate Assistance
   When someone dies, his or her executor generally needs to probate the estate with the Clerk of Superior Court. We can advise you regarding the often confusing forms required by the court. In addition, there are often tax returns required for the estate to report taxable income which the heirs have to report and pay taxes on.