Business tax advisory in Concord, NC
We provide quarterly tax planning from our Locust office, about 18 miles from Concord.
Price and booking
From $300 a month
The price includes four quarterly tax check-ins, a tax planning meeting, support between meetings, the business return and up to two owners’ personal returns.
Investment decisions belong with your investment adviser. We tell you what a decision costs in tax; we do not tell you what to buy, sell or hold. We are not an investment adviser, a broker-dealer or an insurance agency, and we take no commission or referral fee from anyone.
Common situations in Concord
Vehicles
We work out the tax effect of buying or replacing a vehicle.
Uneven seasons
We base estimated payments on this year’s income, not last year’s.
A growing business
We plan the tax as the business adds staff and sales.
We also offer tax preparation, bookkeeping and payroll in Concord.
Worth knowing in Concord
Estimated payments based on last year’s tax can leave a large balance due when income rises sharply.
How it works
Your first consultation is free. Meet us at our office in Locust or talk with us by phone.
- 1
Talk with us
Call or book online.
- 2
Plan the year’s tax
We estimate this year’s tax and your payments.
- 3
Meet each quarter
We update the estimate and your payments.