Finally, Tax Accountants
That "Get it"
NO ONE LOVES TAXES.
We help you plan to make tax time a breeze and automate your busy work.
Stress-less and get back to growing your business.
What Most Tax
Accountants Don’t Tell
Too many small businesses over pay in taxes or pay avoidable penalties that can cost you $1,000’s (late payroll filings, missing deductions, or incomplete financial reports).
There are smarter tax strategies available, but many tax preparers only care about getting paid for filing your taxes; they don’t help you legally reduce your tax bill.
If you work with an accounting firm that only does your taxes but can’t help you save real money or grow your business faster, you could be losing ground every year.
You Deserve Better
We don’t want to talk with you just once a year.
We work year-round to minimize your taxes and proactively follow a smarter process.
We define your personal and business goals, then execute action steps throughout the year to minimize your taxes, all so we can ensure you’re getting the best possible tax outcomes based on your unique situation.
We have a Smarter Process For Your Tax Compliance
We Start With Tax Planning
You work hard for your income.
Every financial decision you make can impact your taxes.
We proactively plan throughout the year to ensure you pay the least amount of tax possible.
Our team works with you to truly have an impact.
Business & Personal Tax Preparation
As Enrolled Agents, we know tax law.
We expertly prepare and file your taxes so tax time can be easy and pain-free.
But that’s not ALL we do…
We look to maximize your deductions and leverage any legal tax strategy that applies to your unique goals and situation
We align our Tax Work with All Your Other Goals
Are you looking to buy, sell, or expand your business?
Are you investing in real estate or want to start?
Are you getting ready to retire?
Do you want to start a non-profit?
Do you need a plan to pass your financial legacy to your kids or loved ones?
We define all of your goals to see the big picture of what you want, then work with you through the top actions that will help you make progress.
Here are just a few examples of Smarter Tax Strategies we leverage for our clients:
Optimizing tax treatments for Profit or Losses in your business
Proper categories for monthly cash flow in your accounting software that minimize taxes
Strategic timing to capture gains or realize losses in your investment portfolio
Labor costs treatment for maximized tax savings
Reasonable compensation analysis to minimize self-employment costs
Strategic spending on equipment
Home office space maximization
Work travel & retreats optimization
Tax optimized structure for your retirement savings
Tax optimized strategy for investing and maintaining personal assets (autos/boats/planes, art, etc.)
Tax advantaged structures for holding real estate
Optimized structure for maintaining or eliminating personal debts. And many more!!
When you work with us, you get Tax Advisors in Summerville, South Carolina that help you make real progress, not just file your taxes
We can work virtually with clients Across the US.
Single engagements or Custom Packages to perfectly match your goals.
State and federal income tax preparation and filing
Strategic tax strategies for businesses and individuals
Selection and structuring of entities (S-Corp, C-Corp, LLC)
Help with Non-Profits