Tax Preparation & IRS Representation

Strategic Tax Services that Make a Difference at Year End

Mitigating your tax burden is always a core goal. This is best achieved through strategic tax planning. Whether you’re a sole proprietor or operate a multi-tiered corporation or partnership, we pledge to provide you with quality, up-to-date tax return preparation and advice. Our experienced tax specialists excel at tax planning and preparation for individuals and businesses.

We are diligent about keeping current on the changing tax laws that affect you, and we are committed to examining all the tax-saving opportunities available to you. We will minimize your tax liabilities and maximize your future opportunities—while remaining in full compliance with IRS statutes.

To make the tax process as convenient and pain-free as possible, we provide you with a secure portal via our Client Center where tax documents can be reviewed and electronically housed. You have anytime, anywhere access to all your tax documents and financial information.


We also provide IRS, North Carolina & Local Tax Representation

We represent business owners and/or individuals with the IRS and state agencies. Our services include:

  • Audit representation with the IRS, state department of revenue, property tax audits and sales tax audits.
  • Resolution of payroll tax penalties and notices.
  • Offer-in-compromise for outstanding taxes. We have saved individual clients tens of thousands of dollars each through this program. We can evaluate your situation to determine if this is an option worth pursuing.



Client Center

- Individual Clients
- Business Clients
- Client Employee

(QuickBooks Desktop)

(QuickBooks Online)

Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040
Using File Exchange
Remote Payroll


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...and get what you need, when and where you need it!

Phone: (704) 544-7600