Personal Tax Services

In Charlotte, NC

Tax Preparation

We are experienced CPAs that use the latest software and knowledge of current IRS and state regulations to ensure your taxes are prepared accurately and timely the first time.

1040
Itemized deductions
Sole Proprietorship-Schedule C
Capital gains
Rental properties
Multi-state

Tax Strategy

We understand how tax regulations apply to individuals and how to implement tax planning strategies to minimize your tax liability.

Initial consultation to understand personal tax situation
Review prior year tax returns
Analyze current tax information
Strategize for future recommendations

International Tax

We are well versed in current international tax laws and their implications on individuals doing business across borders.

International tax planning
International tax compliance
Foreign tax credit planning
International tax structuring
International tax advisory

Audit Assistance

We provide professional advice and expertise in resolving federal, state and local tax notices and issues.

File back taxes
Set up payment arrangements and installment agreements
Assist with resolving levies and liens
Contest penalties
Provide audit representation before tax authorities

The Good News

There have been fewer audits over last few years

IRS Audits (In Millions)

Number Of Audits (in millions)

Source: USA Today

The Bad News

High income & no income tax returns are frequently audited

Percent Of Past Audited Returns

$0 or Less
$1-$25K
$25k-$50k
$50k-$75k
$75k-$100k
$100k-$200k
$200k-$500k
$500k-$1M
$1m-5m
$5m-$10m
$10m+

Source: The Motley Fool

WE HELP YOU KEEP MORE OF YOUR MONEY

We apply our deep knowledge of accounting requirements and the tax code to create customized tax strategies, potentially saving our clients thousands of dollars annually.

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Coronavirus Update

Personal TAX SERVICES