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Business tax advisory in Norwood, NC

We provide quarterly tax planning from our Locust office, about 22 miles from Norwood.

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 Norwood

  • Quiet quarters

    We set estimated payments for the quiet quarters.

  • Seasonal purchases

    We show how an equipment purchase’s timing affects your tax.

  • The owner’s income

    We compare the tax on taking income now or later.

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

In person or online

Visit us in Locust or work with us online from anywhere in North and South Carolina.

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.