Accounting and Professional Tax Services Located in Cary, North Carolina
- Solid working knowledge of: U.S. Corporation taxation, Multi-State taxation, U.S. Pass-Through Entities (S Corporations, Partnerships and LLCs), Individual taxation, Section 382 changes in ownership, inventory, IRS practice and procedure.
- Provide advice on acquisitions and dispositions, carryback claims, amended returns, installment agreements and offer in compromise. Familiar with interest rate swaps and hedge fund investments.
- Track record of providing prudent and trustworthy tax advice because I take the time to understand the underlying business and the greater context of commercial transactions.
- Respected by owners and executives for accurate research and decisive advice.
- Successful representation of corporations and individuals before the IRS and various state agencies.
- Tax Compliance and Consulting Services
- Retirement planning and asset allocation
- Accounting Assistance
- Tax Controversy Services
- Tax Projections and Year-End Planning
- Business Structure
- Reporting of Foreign Bank Accounts
- Budget and Forecasting Assistance
- Exit Strategy Planning and Execution
We are currently providing tax and accounting services to clients located in Raleigh, Cary, Apex, Durham, Sanford, Fuquay-Varina, Southern Pines and Holly Springs. Please call us today to discuss your needs.