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Business tax advisory in Kannapolis, NC

We provide quarterly tax planning from our Locust office, about 25 miles from Kannapolis.

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 Kannapolis

  • S corporation status

    We weigh an S corporation’s tax saving against the payroll it requires.

  • Build‑out costs

    We compare when to write off equipment and build‑out costs.

  • Fast growth

    We update estimated payments when income outgrows them.

We also offer tax preparation, bookkeeping and payroll in Kannapolis.

Worth knowing in Kannapolis

A business that wants S corporation status for a year must choose it by a deadline early in that year.

How it works

Your first consultation is free. Meet us at our office in Locust or talk with us by phone.

  1. 1

    Talk with us

    Call or book online.

  2. 2

    Plan the year’s tax

    We estimate this year’s tax and your payments.

  3. 3

    Meet each quarter

    We update the estimate and your payments.