We offer tax planning and tax preparation services for real estate agents, investors, and small business owners. We also specialize in military returns.
Peace of Mind
We have over 15 years of experience in tax preparation & planning for small businesses.
Stability
We provide clients with specialized solutions based on their individual circumstances & future goals
Results
Committed to providing our clients with updated tax laws & strategies.
Have a dedicated Virtual CFO in your business who can efficiently implement strong and effective strategies.
Clarity
Targeted Goal Setting
Customized Reporting
Proven Strategies
Systems & Tools
Bookkeeping
Continuous Collaboration
Scalable Methods
Financial Reporting
Cash flow forecast
Budgets and projections
Tax Strategy
Tax deduction strategies
Business Tax Return Preparation
Strategic Tax Sessions
Monthly Package
Emerging Stage
- Cash Flow Forecast
- Industry Analysis
- Foundation Readiness: Good Standing with Federal / State income tax requirements
- Monthly / Quarterly meet up
- Email / text access year around
- Financial Goals and tax planning
- Business tax preparation
- IRS and State accounting monitoring (POA)
Scale up Stage
- Cash Flow Forecast
- Industry Analysis
- Foundation Readiness: Good Standing with Federal / State income tax requirements
- Monthly / Quarterly meet up
- Email / text access year around
- Financial Goals and tax planning
- Personal and Business tax preparation
- IRS and State accounting monitoring (POA)
- *Sale Tax management
- *Bookkeeping services
- *Payroll services
*Add-on services
We believe in providing our clients with top-quality service. We promote financial wellness by teaching our clients how to build wealth through tax planning.
Learn More
We are an online tax firm located in North Carolina serving clients nationwide.
Veteran owned and operated
