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