Bookkeeping
From $150 a month
Plus your own QuickBooks Online subscription.
We keep your books up to date each month.
Business tax advisory
We meet with you each quarter to plan your business taxes.
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.
We do not prepare legal documents or speak with the IRS or the state for you.
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.
Who this is for
Quarterly tax planning is most useful when:
- Your profit changes a great deal from year to year.
- Your business is an S corporation, or might become one.
- You have income outside the business, such as a job or a rental.
If you have a single question, our hourly personal tax advisory may suit you better.
What tax planning covers
We work out what each choice would cost or save in tax.
How the business is set up
We compare the tax under different business structures, such as a sole proprietorship or an S corporation.
Your wage as an owner
For an S corporation, we help you set a reasonable wage for your own work.
Equipment and vehicles
We show how buying this year or next would change your tax.
Retirement contributions
We show how much a contribution would lower your tax. We do not choose a retirement plan or its investments.
How it works
- 1
Talk with us
Call or book online.
- 2
Your first meeting
We estimate this year’s tax and your next quarterly payment.
- 3
Every quarter
We update the estimate and recalculate your quarterly payments. After the year ends, we prepare and file your returns.
Related services
Full-Year Plan
From $500 a month
Plus your own QuickBooks Online subscription.
The plan adds bookkeeping and payroll to business tax advisory.
Tax advisory in nearby towns
We serve these towns from our office in Locust. Clients anywhere in North and South Carolina can also work with us online.
Contact our office
Your first consultation is free. Meet us at our office in Locust or talk with us by phone.