Our tax planning experts in Raleigh understand that the goal of most of our clients is to pay less in taxes. That is why we recommend developing a tax strategy to help you maximize the deductions you qualify for on a long term basis. Developing the right tax plan for your situation depends on quite a number of different variables. Because there are so many variables, we like to understand your situation before making any recommendations. Schedule a free tax planning consultation with us and we can start saving you money.

Planning your taxes is a way to reduce your tax liability in a way that can help you keep more money in your pockets, either now or for in the future. By having an understanding of the current tax laws, tax codes, and regulations, we help contractors, individuals, and small businesses minimize their taxes throughout the year. We understand that our small business clients need proper planning to be successful. We provide customized tax saving and planning strategies that helps our clients save more and pay less in taxes.We do so by focusing on:  

• Small business retirement planning.
• Taxable & Non-taxable employee benefits or accountable and reimbursement plans.
• Key-man Life & Disability insurance Individual.
• Individual saving accounts: IRAs, HSA, etc.
• Cost segregation study for real estate investors
• R & D Tax Credit for start-ups
• Estimated quarterly taxes using actual numbers self-employed and S-Corp officers.