Business tax advisory in Oakboro, NC
We provide quarterly tax planning from our Locust office, about 8 miles from Oakboro.
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 Oakboro
Farm equipment
We show the tax effect of buying or selling equipment.
December or January
We show how a January sale moves income into the next year.
Uneven years
We use farm income averaging to spread a strong year’s income.
We also offer tax preparation, bookkeeping and payroll in Oakboro.
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
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.