Tax
Returns prepared and planned for, so nothing is left on the table and nothing arrives as a surprise.
- Individual tax preparation
- Business tax preparation
- Tax planning
- Estate & trust tax services
- Tax relief and IRS matters
Triad, North Carolina · 13 years
Our Strength.
Your Numbers.
We are the back office for small and medium businesses across the Triad — the books, the payroll and the filings, handled, so you can spend your attention on the work you actually started the business to do.
A+ BBB rating Accredited since 2015
1,500+ Business clients Trust us each year
2,000+ Individual clients Returns filed annually
32 States Where we run payroll
Filing calendar Get ahead of it
What's due next
15 Sep
Extended business returns
Extended 1120-S and 1065, plus the Q3 estimated payment.
- Sep 15 Extended business returns
- Oct 15 Extended individual returns
- Jan 15 Q4 estimated tax
- Feb 1 W-2s & 1099s
- Mar 15 S-corps & partnerships
- Apr 15 Individual & C-corp returns
Standard federal dates. A deadline that lands on a weekend or federal holiday moves to the next business day, and that is the date shown here. State and local dates, and your own extensions, can differ — ask us.
What we do
Four ways we take work off your desk
Most clients start with one of these and grow into the rest.
Business
The back office for small and medium businesses across the Triad — books, payroll, and the numbers behind decisions.
- Small business accounting
- Bookkeeping
- Payroll
- Audits, reviews & compilations
- Cash flow management
- Bank financing
- Business valuation
- Business advisory
- Forensic accounting
Individuals
Planning for the money that outlasts the tax year.
- Personal financial planning
- Retirement planning
- Estate planning
New business formation
Set up the entity correctly the first time — the structure decides how you're taxed for years.
- Limited liability company (LLC)
- S-corporation (S-corp)
- C-corporation (C-corp)
Payroll
Payroll that already runs in 32 states
On average a small business owner spends eight hours a month on payroll. That is a working day, every month, spent not running your business. We take it.
How payroll works- 650+
- payroll clients
- 6,200+
- employees paid
- 32
- states covered
Industries
Books we already know how to read
- Construction
- Dentists
- Retail
- Healthcare
- Hospitality
- Law firms
- Manufacturers
- Real estate
Not on the list? The fundamentals travel. Tell us about your business.
Bring us the messy part.
A first conversation costs nothing and usually ends with a clear answer about what you owe, when, and what to do about it.